Join us on Thursday, October 5th for a delicious meal at our Members Only Lunch!
You don’t want to miss this exclusive luncheon and opportunity to connect with dynamic members of the Boston Business Women!
At the intersection of Wealth and Wellbeing -The importance of Financial Planning and Risk Management in Wealth Creation and Protection
Does the thought of managing your finances and your insurance overwhelm you?
Hosts Janice Berner and Nadeen Vella can help.
Gain clarity and confidence when it comes to wealth creation and wealth protection.
During this luncheon, you will gain insight into:
- The different financial and investment plans to achieve help achieve your goals.
- How you can avoid fear and protect your loved ones with the right insurance program with some insurance basics.
Bring your business cards, questions, and get ready for lively conversations and brilliant new connections.
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Hosts:
Janice Berner CDFA, CPA, Financial Planner at Baystate Financial and
Nadeen Vella CIC, LIA, CRM, Founder & CEO of NaVella Insurance
Location:
Burton's Grille & Bar in Lynnfield, MA
Meet the hosts.. Janice is passionate about helping others through one of their most difficult times, utilizing two decades spent in the financial industry, prior to her counseling background. She is a Certified Public Accountant and a Certified Divorce Financial Analyst. Janice became a CDFA because she has personal and professional experience with divorce that enables her to best help her clients.
Earlier in her career, Janice earned a psychology degree and was working as a counselor. She was going for her MBA/MSW and decided to drop the MSW piece. But after 20 years of various finance roles at Fidelity and in a Big Four public accounting firm, she missed directly helping people. Ten years ago, when Janice discovered that she could combine her interests and passions as a financial advisor and CDFA, she knew she had found the perfect way to help others feel confident and positive as they move on with their lives.
Janice studied abroad in Spain while in college and is fluent in Spanish
Nadeen is the founder and CEO of NaVella Insurance. She brings over 16 years of the insurance experience in various industry roles. In 2022 she left corporate America to start NaVella Insurance, a woman own insurance agency located in Boston, MA.Leveraging her diverse background and expertise, she works diligently with her clients to craft, place, and manage their personal insurance programs. Nadeen brings a fresh approach and process when it comes to the topic of insurance and is on a mission to empower anyone she meets to think differently about this important tool. Life is not a stagnant undertaking, and neither is your insurance.
This is a MEMBERS ONLY event. Everyone's health and safety is extremely important to us and want to remind you that you will be attending at your own risk. We also want to reiterate that we ask that you do not attend if you have any cold/flu like symptoms or a fever, have traveled outside of Massachusetts within the last 14 days or have come into contact with anyone who has tested positive for Covid. Please avoid shaking hands and physically touching other members as well.
All ticket sales are final. No Refunds. Thank you!