Norfolk & Plymouth Estate and Business Planning Council

 

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  • "Serving The Women's Market" - NPEPC Brown Bag Lunch - Members ONLY

"Serving The Women's Market" - NPEPC Brown Bag Lunch - Members ONLY

  • 01/08/2019
  • 11:30 AM - 1:00 PM
  • Conference Room at BlumShapiro, 4 Batterymarch Park, Suite 100, Quincy, MA 02169

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NPEPC is excited to announce to Members ONLY...

Get In, have a great round table discussion, get back on your way!  You bring the sandwich and we will provide refreshments and dessert!

Our 2nd Brown Bag Table Moderator will be:

Deirdre Prescott, CDFA® -  Sandy Cove Advisors

Our topic will be:  "Serving The Women's Market"

Deirdre prides herself on being a collaborative problem solver. She has always been good with numbers and is genuinely inspired to help people. Combined with her skills as a good listener and a strong sense of intuition, Deirdre is able to guide clients through the complexities of their financial affairs acting as a sounding board, confidant, trusted advisor and friend..

Early on in her career, Deirdre found her niche in wealth management as a way to combine her strengths, passions, and desire to empower others in the management of their financial affairs. Given Deirdre’s skill sets and personal experiences, she is uniquely positioned to guide clients through complex situations and decisions acting as a sounding board, confidant, advisor and friend.

As the founder of Sandy Cove Advisors, Deirdre works with her clients to develop customized solutions to integrate their wealth transfer, philanthropic, tax and investment objectives. She is deeply devoted to the philosophy of education and partnering with her clients to ensure they understand and are able to participate in the management of their wealth.

Come join the conversation!

No Charge to NPEPC Members, seating limited to first 15 members to sign up for this event and others will be wait-listed for cancellations.

Norfolk & Plymouth Business and Estate Planning Council


844-37-NPEPC

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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