Markets & Mimosas: an In person event with Ledyard Wealth Management
Building Women’s Financial Confidence
Cheers to an empowering morning! Join us June 7 from 9-11 am at Forbes Tavern for a session focused on building financial confidence. Mimosas are optional, but open and honest talk is guaranteed. Whether you are navigating widowhood, stepping into the role of primary decision-maker, or simply want to feel more informed and independent, our team is dedicated to providing the support and guidance you need.
june 7 | 9:00 – 11:00 AM ET | @FORBES TAVERN
6 Club House Ln, Grantham, NH 03753
6 Club House Ln, Grantham, NH 03753
Who This Session Is For:
- Women navigating significant life transitions including divorce, widowhood, career changes
- Those concerned about a spouse's health challenges and financial implications
- Women preparing for retirement, whether partnered or solo
- Anyone seeking to build greater confidence in their financial decision-making and understand available support systems
Refreshments and a curated light brunch will be available for all guests.
Sign up with us now!
Sign up with us now!
Whether you’re navigating a life transition or just want to build confidence on your financial journey, our upcoming virtual masterclass is designed to help you take full control of your wealth.
SPECIAL BONUS
Each attendee will receive our guide A New Way Forward: A Guide for Women in Transition!
This guide is a powerful resource designed with life’s transitions in mind—whether you're navigating a career shift, a change in family dynamics, or stepping into a new phase of independence. It’s packed with financial tips, expert insights, and a guided worksheet to help you set and achieve meaningful goals.
Don’t let uncertainty hold you back. Join us to gain the clarity, confidence, and personalized plan you need to move forward with purpose and power.
Sign Up With Us Now
Whether you’re navigating a life transi tion or just want to build confidence on your f inancial journey,our upcoming virtual masterclass is designed to help you take fullcontrolof your weal th.
What You'll Gain:
- Confidence in Your Financial Future: Develop greater self-assurance in your ability to manage your money.
- Preparation for Key Life Stages: Understand financial considerations for different phases of life, including transitions and retirement.
- Connection to a Supportive Team: Learn how our team can be a valuable resource and partner for you.
- Understanding Essential Financial Concepts: Demystify key financial terms and principles relevant to your life.
Meet our Expert Panel
Join us for the next Markets & Mimosas, moderated by financial powerhouse Josephine Moran, as she leads a dynamic panel of experts in a conversation on stock market trends, estate planning must-knows, and how to stay grounded through market volatility. You’ll walk away with practical insights and proactive steps to better prepare yourself—and your finances—for what’s ahead. Sip, learn, and feel more empowered about your financial future!
Josephine Moran,
EMBA, M.S.
EMBA, M.S.
President & CEO
Ledyard
Ledyard
Valerie J. Nevel, Esq
Senior Vice President
and Senior Financial Advisor
& Fiduciary Consultant
Ledyard
and Senior Financial Advisor
& Fiduciary Consultant
Ledyard
Karen Crump
Vice President and
Senior Portfolio Manager
Ledyard
Senior Portfolio Manager
Ledyard
Susan Renaud,
CFP®, CEPA
CFP®, CEPA
Senior Vice President & Senior Financial Advisor
Ledyard
Ledyard
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Privacy Policy
For informational purposes only. Ledyard Wealth Management offers non-deposit investment products that are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.
Privacy Policy
For informational purposes only. Ledyard Wealth Management offers non-deposit investment products that are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.