Circle of Learning: Navigating Financial Empowerment

October 19, 2018
8:00 AM to 10:00 AM
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Planning Alternatives
36800 Woodward Ave.
Bloomfield Hills, MI 48304
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  • Is your personal financial plan written on a notebook on your desk?
  • Do you feel energized when you’re hitting your business goals, but drained when you think about your personal financial planning?
  • Are you “hoping” that your business yields the results you need to one day retire “in the style to which you’ve become accustomed”?
  • Are you unsettled as you look at the stock market going up and down?
  • Are you overwhelmed by all the financial alternatives to help you save for retirement?


If you answered “yes” to any of these questions, then now is the time to make time for your future. Join us for a group roundtable discussion to learn how wealth planning affects your journey to financial empowerment. Leaders of Planning Alternatives will provide insight on the proper process, available resources, what to look for in choosing the right advisors, and the benefits of organizing your financial roadmap.

Make it a priority to obtain peace of mind both professionally and personally!

This event is complimentary. Online and phone registration is now closed.  We will accept walk-ins at the door.

 

Presenters
Angelo leslieAngelo Leslie is responsible for generating new business development and serving as an advisor for private wealth clients at Planning Alternatives.  His objective is to identify potential client opportunities and work with current clients by consulting, collaborating, and executing solutions to clients that will deliver the best comprehensive financial and wealth planning services that will maintain and grow his clients overall wealth status.

Angelo has over 16 years of financial services and banking experience which includes wealth management, business banking, credit analysis, and lending.  His professional background is extensive in business development and client relationships.  In all of his professional roles throughout his career Angelo has always been a client facing professional and has been able to engage new business relationships.  Prior to his roles in Financial Services Angelo served as an Account Executive and later a National Account Executive for Xerox Business Services for a combined 10 years.

Angelo grew up in Inkster, Michigan and later attended one of the most prestigious institution of higher learning in the country at Hillsdale College where he played baseball and received his bachelor’s degree in the discipline field of Accounting.

Currently Angelo serves as a member of the Women of Color Entrepreneurial Executive Committee, The Henry Ford Health System Planned Giving Committee, Crossroads Advisory Committee, and Shakespeare in Detroit Advisory Committee.  He has also received several awards throughout his professional career.  Most recently he was a 2016 honoree of the Michigan Chronicle “Men of Excellence”.  The award is given to those who inspire others through vision and leadership, exceptional achievements, and participation in community service.

 

Julie Hall

Julie Hall has over 15 years of experience in wealth and financial planning. In her current role as Director of Financial Planning at Planning Alternatives, Julie leads the financial planning committee and works with clients to design and implement personalized financial plans. She is a member of the Financial Planning Association of Michigan and holds the CERTIFIED FINANCIAL PLANNER TM designation. Julie is a five star award wealth manager for 2018.

Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration (BBA).  She later earned a Master’s in Finance (MSF) from Walsh College.

Julie resides in South Lyon and has two children, Emma and Owen and two dogs, Mollie and Jones.

 

 

Purpose of Circle of Learning:

The Circle of Learning’s goal is to provide educational opportunities for women entrepreneurs in order to build and strengthen capacity and capabilities to grow their businesses. Through the Circle of Learning’s education programs our members connect, learn and grow together.

Circle of Learning topics are based in part on the needs of our members as well as the growing trends affecting businesses and the marketplace everyday. Examples of topics include business brands, key strategies for business growth, business development, sales, and marketing.

 

 

Thank you to our sponsor:
Planning Alternatives logo

 

Tickets

$0.00 Member Registration

$0.00 Non-Member Registration

 

 

 

26677 West 12 Mile Rd., Southfield, MI 48034
Phone 313.961.4748