Faith-Based Investing Advisory Council

 View Only

March Faith Advisor Study Group Announcement

  • 1.  March Faith Advisor Study Group Announcement

    Posted 03-11-2022 18:40
      |   view attached

    Please make plans to join our study group session for Faith-Based Advisors this coming Friday March 18th  at 4PM EST.  No registration is required.  Please share with a friend or colleague.  You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736

    Come for the fellowship and support of other advisors integrating faith into their practice.

     

    This month's topic:  Julie Wilson of Women Doing Well helps advisors understand the significance of female givers and how to best serve women clients who seek to steward their resources well.

     

    About the Speaker

    Julie Wilson

    Women Doing Well


    Julie Wilson has been an organizational leader and communication specialist for the past 25 years. After graduating with a degree in journalism from Boston University, she landed a job as an NBC Page in New York City where she became a follower of Christ through the ministry of Redeemer Presbyterian Church. She spent 13 years as a startup team builder with Priority Associates, a ministry of CRU, and helped launch Revolve, a national tour and conference for teenage girls. In her current role as President of Women Doing Well, she gets to engage her passion for women and leadership with her purpose of "cultivating change." Julie lives with her husband, Gary, and their daughter in Richmond, Virginia.



    ------------------------------
    MARK TRICE
    CLEARVISTA FINANCIAL
    MTRICE@CLEARVISTAFINANCIAL.COM
    Waco, TX
    5123811510
    ------------------------------