Start building the future you actually want—today. Whether retirement feels like a distant dream or it’s right around the corner, this interactive workshop will walk you through a simple, practical 6-step plan to feel more confident about your finances. You’ll learn approachable investing strategies, how to think about portfolio options, and why compounding can make such a big difference over time. You’ll leave with tips you can use right away and a clearer sense of what steps to take next. If you’re looking for real-world guidance without all the confusing jargon, this workshop is for you.

Each ticket includes heavy hors doeuvres and two drink vouchers.

Program 

5:30 p.m. – 6:00 p.m. Check-in
6:15 p.m. – 7:30 p.m. Presentation/Workshop
7:30 p.m. – 8:30 p.m. Networking

Speaker Bio

Florence Smith, CFP, Financial Advisor at Raymond James

Florence Smith is a CFP® professional and experienced financial advisor with Raymond James. She has established trusted, long-term relationships with a wide variety of clients, including high-net-worth individuals, small businesses, retirees, and intergenerational families. In particular, she has a passion for working with women from all walks of life. Florence is dedicated to building and preserving wealth for you by providing sound investment and financial planning strategies with the support of Raymond James, one of the largest independent financial service firms in the nation. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs, life goals, aspirations, and concerns. She works diligently to help you develop both your personal financial plan and a customized investment strategy. She provides a comprehensive approach to wealth planning, retirement planning, insurance and taxes, estate planning, college planning, and more. While every client’s situation is different, Florence’s ultimate goal remains the same: to ensure that her clients feel confident about their financial future. With annual updates to their plans and ongoing support, Florence aims to leave each client feeling confident and well-prepared for whatever comes their way.

As a CERTIFIED FINANCIAL PLANNER™ professional, Florence follows a fiduciary standard for advisory fee based accounts, putting her clients’ interest first at all times. She holds MBA degrees from Université Jean Moulin (Lyon III) in her native France and from Portland State University in Oregon. Florence has her Series 66 and Series 7 licenses as well as a NC Insurance License in Health, Life, Medicare, and long-term care.   

Pricing Information

• Members: $25
• Non-members*: $35

*Not a Member? Click here to purchase a WIB membership and gain access to our video library, mentorship opportunities, and more.  

Please read WIB's Code of Conduct and Refund Policy.

Note: A confirmation email will be sent after registration has been completed.  

Maximum Capacity

50