The Junior League of Tacoma

It’s a new year and time to get fit – financially fit. Please join members of CFA Boston’s Financial Literacy Initiative to learn about or brush up on some critical finance skills. Let’s talk about some of the real financial issues women face and build confidence in our ability to manage our own money. Come with questions and a readiness to make changes. Registration is available in both virtual and in-person formats. This is a series of three presentations–join us for one or all sessions!

A discussion on Financial Empowerment, Investing, Planning, & Resources. Whether you are planning for the next generation, growing your business, preparing for major milestones or aligning your investments with your faith or personal worldview, I’m here to help. Together, we’ll develop a tailored plan that supports your priorities —from cash flow management and retirement planning to business succession and legacy giving.

 
Host League: Junior League of Hampton Roads & Junior League of Boston

Speaker: CFA Society Boston & Regan Van Cura
Regan Van Cura works with families and small-business owners who want to feel confident and secure about their financial future. Her approach begins with you: your values, your life goals, your definition of success. She believes that financial strategies must align with more than numbers — they need to reflect what matters most to you. Outside the office, she is an avid community volunteer, giving back to the Yorktown and Poquoson communities through my work in the Junior League of Hampton Roads, multiple PTAs, youth sports teams and other community groups. She and her husband have three young kids and three dogs, so we definitely understand the human (and canine) side of finances.

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Participation counts as a training. Attendance is tracked on an honor system — members who register and attend are responsible for checking themselves in or ensuring their attendance is recorded in Member Essentials (ME).