Join us for the first of two informative sessions on personal financial management. This session will cover topics related to budgeting, debt management, financial goal prioritization and financial investments.
Kristina Paz `06 is an independent Financial Advisor and the Executive Vice President and Portfolio Manager at SummitView Advisors - an all-female firm in Fort Collins, Colorado. Kristina believes in empowering her clients to take control of their financial lives through education and financial planning. She specializes in working with women in transition, particularly health care workers. Prior to joining SummitView Advisors, Kristina worked at Wachovia Securities, Morgan Stanley Smith Barney, Waddell and Reed, and Cambridge Investment Research, Inc. She currently lives in Colorado with her husband, Anthony and their rescue doberman, Miki.
OPEN TO ALL classes attending Reunion 2021.
Reunion registration required to receive passcodes. Click here to register for Reunion.
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Friday, May 21 at 12:00pm to 1:00pmVirtual Event