This fall, our Women & Wealth team is hosting an all-inclusive event on strategic money management geared toward Millennials. That means women and men are welcome to join. We will be addressing common concerns for those in their 20’s and 30’s. While this is suited for the younger generation just beginning their careers, we encourage all who are interested in these topics to register. So grab your son, daughter, grandchild, or any guest interested in setting financial goals, budgeting, paying down debt, and much more.
Kelli A. Adams, CFP®, EA - Counselor, GW & Wade, LLC
Kelli has been with GW & Wade since 2005. Kelli brings her expertise in tax, investment, and retirement planning to her clients. Kelli is a 2 year recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2016 & 2015 and co-lead in GW & Wade’s Women and Wealth initiative. Prior to GW & Wade, Kelli specialized in taxation and investments at State Street Corporation.
Meg Welborn, JD - Counselor, GW & Wade, LLC Meg Welborn joined GW & Wade in 2009 and specializes in tax and estate planning, financial counseling and investment management. Meg also serves as co-lead in GW & Wade’s Women and Wealth initiative. Prior to joining GW & Wade, Meg was a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand).
ALL GUESTS ARE WELCOME!