W.I.S.E. (Women in Successful Endeavors) is Women supporting Women quarterly networking brunch focused on guiding members to improve confidence, self-esteem, building relationships, cultivate determination and elevate potential.
This month we are "Getting Your House in Order: Financial Well-Being"
Evelyn Cardenas, President & CEO of Central Florida Auto Dealers Association will moderate a discussion about Financial Well-Being and what women need to know. Joining Evelyn will be our panel of experts including:
Teresa B. Colling, CFP, Regional Director, Truist Bank
Teresa has more than 30 years of financial services industry experience, the majority in wealth management.
Carolyn Brewer, CFP, Business Development Specialist, Truist Life Insurance Services
As a business development specialist for Truist Life Insurance, Carolyn works with clients of BB&T and SunTrust which merged to become Truist and its affiliates as an educational resource for issues where life, disability and long term care / linked benefits are appropriate solutions.
Michelle L. Meeks, CFP, CRPC, Financial Advisor, Truist Investment Services, Inc.
Michelle Meeks is a Certified Financial Planner professional and Chartered Retirement Planning Counselor, offering clients over 20 years of financial management experience, specializing in comprehensive wealth management. She focuses on advising in the development and implementation of investment strategies to help clients meet their immediate and future goals.
Shari Bartz, CTFA, Wealth Advisor, Truist Bank
Shari Bartz is a Wealth Advisor with Truist Wealth, offering clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies.
Join us to enjoy a unique lunch experience and timely topics to help with your personal and professional development.