Who knew financial planning could be fun?
VVBW is proud to present Finance, Fashion and Fun! Financial planning is quite similar to a wardrobe assessment and potentially a makeover. Lisa Durant, Investment and Wealth Strategist at High Country Capital Management presents fun approach to financial planning parlayed through the language of fashion. Learn how to assess your finances and goals with tips on investment allocation, diversification, risk management, and tax optimization.
Lisa is an Investment and Wealth Strategist at High Country Capital Management serving clients throughout Colorado and the United States with a concentration in mountain towns. Lisa works with clients to understand needs and wants customizing a financial plan and investment strategy for each. In addition to retirement and education planning, she serves clients with concentrated stock positions, complicated estate planning needs, and those interested in aligning beliefs with investment strategy. Lisa was formerly a Financial Advisor at Morgan Stanley, and has worked advising startup companies on business planning. She started her career working for Martha Stewart directly in New York City.
Lisa is passionate about financial education for youth as a volunteer, and enjoys facilitating Women & Wealth seminars. Outside of finance, Lisa loves hiking, skiing, biking, travel, and gourmet cooking.
Location: COMFORT OF YOUR HOME OR OFFICE - THIS MEETING IS VIRTUAL VIA ZOOM. Zoom link will be provided the Tuesday before the meeting.
Please BYOE - “Bring your Own Everything” and enjoy our remarkable presenter while in your PJ's or dressed to the nines - we’ll never know!
- 5:20 - 5:30 p.m. - Please join the zoom call at your leisure. The presentation will start promptly at 5:30 p.m.
- 5:30 - 6:30 p.m. - Presentation: Finance, Fashion & Fun with Presenter Lisa Durant
- 6:30 - 7:00 p.m. - Q&A from Members and Guests
- 7:00 p.m. - Event Ends
RSVP: Please register for the event by 5pm on Tuesday, February 7th, 2022. Your advance registration helps us plan for a great evening and reduces check-in wait time. You will receive an email when your registration is confirmed. Please register for one ticket at a time per person.
- Pre-registered Guest - $10
- Day of Event Walk-In Guest - $10
- Corporate Members - $0
- Executive Members - $0
- Associate Members - $0
Questions about registration? Please email firstname.lastname@example.org