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Contact:

Lesley Berryhill 
Chattanooga Women's Leadership Institute 
director@cwli.org 
423-394-8173 

Where

The Krystal Building 
One Union Square
Chattanooga, TN 37402 

 
Driving Directions 

"I got a lot out of this series. As an insurance agent specializing in life, disability & long term care insurance, I often have questions about tax implications or estate tax law. This series addresses many different aspects of finance on a basic level, plus I had the opportunity to meet several other women who are good sources of information when those questions arise. I would definitely recommend this series to anyone who would like to learn more about finance."  Melissa Woodall Curtis, President, Woodall Agency Insurance

 

Women Know: Personal Finance

Women Know: Personal Finance is a seminar developed by the Chattanooga Women's Leadership Institute to provide women with the tools to better understand their current personal financial situation and to develop a financial plan for their future.

The seminar will take place over the course of six sessions from 11:30 AM to 1:00 PM and will include materials and lunch. Following are the dates and topics of each session:

Tuesday, March 27
Understanding Your Financial Statement &
Tools to Budget and Build Net Worth (With or Without a Man)

presented by: Stefanie Crowe, CapitalMark Bank & Trust 

Tuesday, April 10
Plan To Save; Plan to Grow Wealth

presented by Suzanne Burrell, HHM Wealth Advisors, LLC

Tuesday, April 24 
What Have I Signed On To? Insurance & Legal Considerations

panel discussion led by Julie Brandao, BB&T Huffaker & Trimble

Tuesday, May 8 
The Basics of Investing
presented by Sandy Russell, Raymond James & Associates, Inc. 

Tuesday, May 22
Taxes for Savvies
presented by Janice Kulovitz, LBMC  

Wednesday, June 6 
Planning for Life: 10 Essential Questions
presented by Dana Perry, Chambliss, Bahner & Stophel, P.C. 

  

    With different presenters for each session, this program is designed to be informative, engaging and interactive. Attendees will be encouraged to ask questions and have the opportunity to follow up discussions started in the sessions with the presenters.

          
    TIME: 11:30AM to 1:00PM
     
    LOCATION: 
    Krystal Building (One Union Square)
    Bryan Training Room - Room 205
     
    PARKING:

    Parking is available in the Union Square Garage adjacent to the public library on 10th street behind the Krystal Building. There are a few visitor spots at the front of the garage and then additional unreserved spots are available starting on the 5th floor and up. Please be aware that there is 2 way traffic in the garage. There is a pedestrian walkway (pedway) on the 2nd floor of the garage that leads to our meeting room. Once through the pedway, turn right at the end of the pedway and push the buzzer which notifies the guard. Please tell the guard that you are attending a CWLI meeting in the Bryan room 205 and he will buzz you in. Once inside the door, follow the walkway until you see another door; enter that door and turn left. The Bryan room 205 is on the left.

    If walking, enter the Krystal Building from ML King Boulevard and take the elevator to the 2nd Floor. Turn left off the elevator.

     
    COST:   6 sessions including materials & lunch - $150 for CWLI members, $180 for non-members
    Space for this program is limited. First priority will be given to those registering to attend the entire series. After March 9, space permitting, we will open registration for individual sessions.

    Want to become a member of CWLI? Click here

    Click below to register for the entire series.