02
Sept
Journey Confidently Series: Women, Investing & the Pursuit of Wealth-Life Balance
Description
Journey Confidently is our monthly series where we discuss topics related to tax planning, estate planning, financial planning and more with expert speakers.
On September 2 at 10am, we will kick off our Journey Confidently Series with a discussion on Women, Investing and the Pursuit of Wealth-Life Balance with guest speaker, Emilie Menghlin, with PIMCO.
Ms. Menghin is a vice president and account manager in the [PIMCO] Newport Beach office, focusing on institutional client servicing. Prior to joining PIMCO in 2015, she interned at Morgan Stanley Private Wealth Management. She is also a member of the board of directors of CIELO Community. She has six years of investment experience and holds a master's degree in finance and banking from Leopold-Franzens-Universität Innsbruck, Austria. She received an undergraduate degree in economics from the University of Southern California.
Invite your friend, sister, spouse, daughter, or mother and join us. We’re looking forward!
For Zoom link information, please send us an email to team@lionsbridgeafa.com, or give us a call at 757-599-9111.
Journey Confidently Financial Series | Every First Wednesday at 10am via Zoom
PIMCO, Emilie Menghlin, Colonial River Investments LLC, and Lions Bridge Financial Advisors are separate entities and not affiliated with LPL Financial.
On September 2 at 10am, we will kick off our Journey Confidently Series with a discussion on Women, Investing and the Pursuit of Wealth-Life Balance with guest speaker, Emilie Menghlin, with PIMCO.
Ms. Menghin is a vice president and account manager in the [PIMCO] Newport Beach office, focusing on institutional client servicing. Prior to joining PIMCO in 2015, she interned at Morgan Stanley Private Wealth Management. She is also a member of the board of directors of CIELO Community. She has six years of investment experience and holds a master's degree in finance and banking from Leopold-Franzens-Universität Innsbruck, Austria. She received an undergraduate degree in economics from the University of Southern California.
Invite your friend, sister, spouse, daughter, or mother and join us. We’re looking forward!
For Zoom link information, please send us an email to team@lionsbridgeafa.com, or give us a call at 757-599-9111.
Journey Confidently Financial Series | Every First Wednesday at 10am via Zoom
PIMCO, Emilie Menghlin, Colonial River Investments LLC, and Lions Bridge Financial Advisors are separate entities and not affiliated with LPL Financial.
Date and Time
Wed, Sep 02, 2020
10:00a - 11:00a EST