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Event Calendar

Wednesday, May 19, 2021

WJA Providence | Lunch & Learn: Know Your Financial Personality - Part 2

Start Date: 5/19/2021 12:00 PM EDT
End Date: 5/19/2021 12:45 PM EDT

Organization Name: WJA Providence

Christine McDermott
Phone: (401) 781-6323

Grab a salad or a sandwich and spend your break with the WJA Providence chapter as we host a two-part Lunch and Learn series: Know Your Women, Money and Power Financial Personality.

Join us as financial planner Danny Bullock of DreamBuilder Financial Services helps you identify your financial personality through a simple questionnaire that will allow you to better understand your decision-making process and personal approach to planning for your financial future.

These are discussions that many of us put off - or feel intimidated to have with a financial planner. Danny, a member of the Providence Jewelers Club, is approachable and ready to share a wealth of helpful information. He will give a 30-minute presentation and take questions for 10 minutes at the end.

We hope you can join us!