Being organized and having clarity about money is not only a good business practice, but also a form of self-care and self-compassion. Develop an understanding of how women frequently have difficulty looking at and/or managing money. Learn what you can do to start building agency over your finances.

Session highlights:

Define what it means to be "smart about money."

Identify steps you can take to achieve financial confidence.

Zero-in on a specific financial matter.

After a successful career managing money for institutional investors like Citicorp and Para Advisors, Laura was drawn to guiding professionals, many of them women, understand their financial options to make decisions from a place of clarity and confidence. Laura creates a structure and a safe space for her clients to help them navigate this inflection point in their lives.

Laura has been featured in CNBC, the Wall Street Journal, and Westchester Senior Voice, is on the advisory council of Impact100 Westchester, a women’s group giving organization, and the investment committee of the Hebrew Free Burial Association and volunteers with My Money Workshop, teaching financial literacy to underserved communities. 

Presenter: Laura Rotter, CFA, CFP.
Owner of True Abundance Advisors, a financial planning firm based in New York. 
trueabundanceadvisors.com