“Investing 2.0” with Nancy Doyle, CFA CFT™
Join financial expert Nancy Doyle for coffee and inspiration to get up to speed on your financial literacy and investing goals. This engaging conversation will motivate you to take charge and ask yourself: "Is my money working for me?" Build your financial confidence to move toward a brighter financial future!
With 30 years of experience, Nancy brings clarity and simplicity to a wide range of financial topics. Her straightforward approach, focusing on organization and behavioral finance, will empower you to overcome obstacles and achieve your financial goals.
Over coffee, Nancy will discuss:
Understanding fundamental investing concepts helps build a strong foundation for making informed financial decisions, reducing risk, and enhancing long-term returns. Nancy will highlight principles to guide you in navigating markets with confidence and foresight.
Engagement and discipline are key to achieving investment success. By staying focused and making sound decisions, you are better equipped to weather market fluctuations and steadily grow your wealth.
Setting clear financial priorities ensures that your investment strategy aligns with both short-term needs and long-term aspirations. This approach helps you allocate resources effectively and stay committed to financial goals amidst life's changing demands.
Nancy holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Therapist Practitioner (CFT™), and is a Professional Member of NAPO. She's a graduate of Georgetown University and the University of Michigan Ross School of Business. She is a sought-after speaker and has been featured in numerous media outlets, including U.S. News, Reader's Digest, and MarketWatch.
During the discussion, Nancy will share practical insight and helpful tools for making informed financial decisions. You will leave this event with increased confidence and knowledge about your financial future!
Registration also includes a copy of Nancy's book, "Manage Your Financial Life: A Thoughtful Organized Approach for Women" (2016).