Thu, Aug 20 | Webinar

HerCapital x Aspiriant: Personal Finance Series
Part II: How To Invest

HerCapital is partnering with Aspiriant, a leading wealth management firm, to bring you a series of virtual workshops focused on personal finance. This second event in the HerCapital x Aspiriant: Personal Finance Series focuses on investing. We will discuss the how-tos of investing, covering concepts and strategies that are key to building outperforming portfolios and changing the female investing narrative.

 

Aspiriant is a leading independent wealth management firm. We are unique and forward thinking, resulting in an unparalleled experience for both our clients and for the talented and passionate people who thrive as part of our team. We are in the “clarity and peace of mind” business.

About Aspiriant:
Speakers: 

Lorraine Fox joined Aspiriant in 2014 after spending 17 years in various aspects of financial services. She has been a general partner in a venture capital firm, an equity research analyst, and a wealth manager. In addition to serving high net worth families and individuals, Lorraine serves on Aspiriant's Board of Directors. In 2013, the Silicon Valley Business Journal named Lorraine "One of 100 Women of Influence in Silicon Valley."

Lydia Walz joined the Aspiriant team as wealth manager in 2018 after a few years working at LPL Financial. In both roles she has served clients in a financial planning and investment management role. In addition to working with high net worth families, Lydia serves on the board of the Financial Planning Association’s San Francisco chapter. Lydia graduated with a BA in History from Bryn Mawr College.

 
RSVP
arrow&v
arrow&v
arrow&v

Subscribe to HerCapital:

  • Black Facebook Icon
  • Black Instagram Icon
  • Twitter
  • LinkedIn

HerCapital is not a registered investment, legal or tax advisor or a broker dealer. All investment / financial opinions expressed by HerCapital are intended as educational and reflect the personal research and experiences of the team. HerCapital holds no responsibility or liability for any errors, losses or damages incurred as a result of any individual actions based on the provided information on any of our communication platforms or events.