Presented by

Alison Mandi, Financial Advisor, UBS Financial Services, Inc.

Who Can Attend & Fee

• Free for all members of The Koa Club and their guests
• Event limited to members of The Koa Club and their guests only

Location/ Date & Time

Online via Zoom only:

***** The Zoom link will be provided in your RSVP confirmation email. Once registered for the event, you can also click to join the event directly from the event page after you have logged into your membership portal*******

Date:  Wednesday, October 6, 2021

Time: 12pm – 1pmPT/1pm-2pmMT/2pm-3pmCT/3pm-4pmET

Description

Part 2:  Own your worth – A fresh look at women, wealth and the path to financial independence

Women today make up a big part of the workforce, with a growing number of women making as much money as their male counterparts. However, surveys conducted have shown that quite a number of women still lack confidence in making decisions about their financial lives.  Our speaker, Alison Mandi, will discuss why it is crucial for women to take greater charge of their financial lives and to be fearless about being empowered about their own financial future. Alison will also share tips and strategies for women to successfully build on their financial independence, which can help them to be better prepared for dealing with life events, including those that can potentially cause financial hardship, such as job loss, divorce, or unexpected long-term care need. 

Speaker

As a financial advisor, with 15 years of industry experience, Alison Mandi helps families, professionals, and retirees to accomplish their financial and lifestyle priorities at every stage.  Alison provides detailed and comprehensive financial analysis to help clients gain clarity around their situation and goals, along with a plan to address the client’s unique needs, values, and dreams for the future. Utilizing the combined expertise of her team, along with the extensive global resources of UBS, she implements customized strategies for each client, offering disciplined and time-tested investment solutions. She is especially passionate about educating and elevating women toward success in their financial journey.

Alison graduated from the University of Washington in 2006, where she competed on the track & field team and earned a BA in International Studies. She obtained her Series 7 and 66 licenses in 2007. She is a native of Washington state and currently lives in Kirkland with her husband and three sons.  She enjoys running and volunteers as an assistant track & field and cross-country coach at Northwest University.  Alison and her family are actively involved with their church and other volunteer organizations.

Linkedin profile: Alison Mandi

Note: The information provided in or through this workshop is for general informational purposes only and does not constitute a recommendation or solicitation to purchase or sell any product or services or make any other type of purchase or decision. The Koa Club is not responsible for, nor endorse, any content that may be provided by the speaker in this workshop and hereby disclaims any responsibility for such content provided.