Finding And Funding Your “Why”: Seminar for Women

Thursday, Jan 26 @ 4:00 PM Pacific

Hosted by: Enduring Wealth Advisors®
Accurate Accounting
Guest Speaker: Katrina Jacobs, CIMA®
Sponsor: T. Rowe Price Investment Services

Women have almost 50% less in their 401(k)s than their male counterparts. Yet, the average woman can expect to live five years longer. Finding And Funding Your “Why” discusses unique financial challenges women face and fundamental principles that may aid in bridging the gap. This is sure to be an informative and insightful workshop.

• Better understand your relationship with money.
• Learn how to be intentional about what you want (your “Why”).
• Learn how starting early can enable you to save less and accumulate more

Katrina joined T. Rowe Price in 2016 and has more than 15 years of experience in the industry. She has a Bachelor of Science in business administration, with a marketing emphasis, from the University of Southern California and has earned the Certified Investment Management Analyst® certification (CIMA®). Living in San Diego with her husband and son, she assists volunteers and helps support STREAM initiatives at her son’s school.

Please register and join us on Thursday, January 26 @ 4:00 PM Pacific.

Accurate Accounting, Mickie Evans, Katrina Jacobs, and T. Rowe Price Investment Services are not affiliated with LPL Financial or Enduring Wealth Advisors®.

Ralph Bender is a registered representative with, and securities offered through, LPL Financial, Member FINRA/SIPC.

Source: U.S. Department of Health and Human Services, Centers for Disease Control and Prevention, National Center for Health Statistics, 2016.

T. Rowe Price Retirement Savings and Spending Study 4 (RSS7, 2021).

Mickie Evans, CFO Accurate Accounting: Bookkeeping, Payroll, Budgeting, Taxes. CTEC License A131463.