Overwhelmed by the idea of investing and not sure where to begin? Join UWIB member, Bonnie Mangold for a two-part conversation on Investing!
What you'll get:
An introduction to investing concepts and strategies such as: goal setting, diversification, risk and reward, discipline and momentum.
Tips and tricks for engaging with your 401(k), maximizing employer-matching contributions, and being savvy from a tax perspective.
Join us for Part 2 on April 30th. During that session, we will talk through implementation of and follow-through on the concepts discussed in Part 1.
All UWIB members and their guests are welcome!
Our Special Guest: Bonnie Mangold
Bonnie Mangold, UWIB member and financial advisor by trade, provides comprehensive financial planning services to proactively address each person’s individualized needs. A substantial portion of Bonnie's practice is dedicated to empowering women of all ages to create financial security for themselves and their families. Building upon her prior experience as a financial services litigation attorney, Bonnie specializes in providing personalized, strategic advice to help women identify and avoid potential obstacles that may exist on the path to achieving their financial goals. By utilizing a goal-based approach to financial planning, she ensures that her clients’ intentions have been understood and their needs are being addressed head-on.
Bonnie regularly educates women across the country on fundamental financial planning topics, including budgeting, saving, goal-setting, managing debt, and more! Bonnie is a graduate of William & Mary Law School and Colby College and her multi state financial planning practice is with Northwestern Mutual. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Bonnie Marie Mangold is an Insurance Agent of NM and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC.