Women & Wealth

Do you feel stressed about money?  Do you know you need to take action, but don’t know how to get started?  Money & emotions are intertwined.  Hear practical steps to conquer our fears and get started on the financial planning journey. During this session, we will review goal setting and financial planning topics to consider at various life stages & for various life events.  Develop a holistic plan for your future so you feel empowered as you navigate through life!

Treasa Moran is a Financial Advisor with Morgan Stanley Wealth Management. Treasa is focused on providing comprehensive financial planning solutions for her clients across all dimensions of our lives  (financial, spiritual, emotional). She is passionate about integrating the role psychology plays in our decision making within her practice. Treasa has a special interest in working with women to help them gain financial and emotional control over their lives.

Guest speakers…