Description

Are you curious how the advice and help from financial experts can help you get a better handle on your future?  Gain valuable knowledge and insights from our distinguished panel of financial experts.  They will answer questions to help you gain an understanding of their area of expertise and help you see how professionals from each area of the industry can help you to make better decisions around your money when planning for your future, no matter when you start.  

Key takeaways provided by our panelists so far:

• Managing your money during transitions in life
• Different types of insurance and what you need to prioritize when shopping for it
• How to grow and manage your money using a budget

More information about the experts will be available soon.

Meet Our Experts:

Katie Weibel- MBA, CFP CDFA
Haven Financial Planning

Katie specializes in Financial Planning, Estate and Business Planning, Protecting your family and your assets 

Christina Bishop -Financial Services Professional
New York Life Insurance Co

Christina sells life insurance and helps her clients find the financial solutions they need.

Adrienne Grace, CFP, CDFA 
Women's Wealth Advocate  

Adrienne is a financial planner for women in transition: marriage, divorce, retirement, widowhood- or those who just want to get control of their money for financial security and confidence.

Marilyn Robinson Licensed Real Estate Professional 
MMB Realty Group 

Marilyn helps her clients get financially prepared for ownership 

Meet Our Facilitator

Halimah Madyun

Halimah has served on our SheCAN! Steering board and currently works at M&T Bank in Banking Services Support as a member of the Program Support team. She is the mother of two beautiful little boys.