Join Synergist LA for a second edition of the Personal Finance Roundtable. This time, we’re bringing in Mally Burton, CPWA, for a short presentation and Q&A session on wealth management before breaking out into groups for smaller roundtable discussions on strategies for improving our financial health.
Sign up here and see you soon!
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Earlier Event: February 7
Synergist Boston | Galentine's Speed Networking Happy Hour
Later Event: February 8
Synergist SF x ValueAct Capital | Women in Public Markets