In the 7th installment of the Empower Women Series, Kristine Porcaro, President and CO-founder of Lexington Wealth, will take a step back and go through the basics of understanding your money. She will cover topics such as account types and their benefits, what asset allocation is, the different types of fees you encounter in the industry, what a broker is versus an advisor, and other areas that often get overlooked when talking “money”. Kristine has been working with clients for more than 20 years and is often faced with conversations that require understanding of how things work when managing your money. We want to have an open conversation where you can feel free to ask anything no matter how basic you might feel it is.
Please join us this coming July 11th at our office space and join the conversation.