March 30, 2017 - First quarterly Hidden Figures Evening
Tuesday, April 4, 2017
Look What you Missed at our March 30th Hidden Figures: An Evening celebrating the 3 W’s*
*For Women, By Women, On Women-focused topics
This was our first quarterly event to highlight, promote and support women in the financial industry---both advisors and allied professionals.
Our first event was held at the historic Friars Club and featured a panel discussion with four women who have played significant leadership roles in the FPA New York chapter, while building successful solo practices: Judy Volkmann, Esq., CFP® is a retired trust & estates attorney and one of the founders of FPA New York’s robust Pro Bono Committee. Lauren Prince CFP® CLTC is founder and principal of Prince Financial Advisory, LLC and served as president of the chapter in 2007. Jenifer Lee CPA, CFP®, MBA is the founder of 4D Tax & Financial Planning and a past board member of our chapter. Lisa E. Solomon, CTFA is founder and principal of Solomon & Associates, LLC.