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Tompkins Financial Advisors Unveils Latest Lineup of “Women & Wellness” Financial Roundtable Discussions
Date and Time
Wednesday Apr 28, 2021
10:00 AM - 10:30 AM EDTWednesday, April 28th
10:00 am - 10:30 amLocation
Webinar
Fees/Admission
No Fee
Website
Tompkins Financial Advisors Unveils L...Description
CENTRAL NEW YORK - In response to data showing women’s increased interest in saving more for unexpected circumstances since the pandemic, Tompkins Financial Advisors is growing its recently launched Women & Wellness financial roundtable discussions with a lineup of new, timely topics of concern to Central New York women. Each 30-minute session features a financial expert sharing experiences and tips around financial well-being.
The next presentation will be held on Wednesday, April 28 at 10 a.m. EST. Led by Ithaca resident Tamer Elshourbagy, vice president and senior portfolio manager at Tompkins Financial Advisors, and Heather Reisner, a senior associate on WisdomTree’s product development and management team, the discussion will focus on “Aligning Your Investment Strategy with Your Values.” It will cover what ESG (environmental, social and governance), or socially responsible investment, is, how to weigh performance against other options, and details on how funds and exchange-traded funds are screened and monitored to ensure they qualify as ESG investments.
Additional sessions will follow on:
- Wednesday, May 19, on “Mortgages – What You Need to Know!,” led by Stephanie Klym, a residential mortgage officer at Tompkins Trust Company, and Susan Redsicker, vice president and director of financial planning at Tompkins Financial Advisors.
- Wednesday, June 16, on “College Planning Essentials,” led by Kris Adrian, vice president and national 529 specialists for J.P. Morgan Asset Management, and Stacie Mastin, wealth advisor at Tompkins Financial Advisors.
***To register for any of the above Women & Wellness monthly financial discussions, or future roundtables, please visit http://webinar.tompkinsfinancialadvisors.com/women-and-wellness.
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