Join the WISE Virtual chapter to discuss where to put extra cash in this high inflation, high interest rate environment.
How much cash should you keep as part of a well-balanced portfolio? Curious what the difference is between a High Yield Savings account, Money Market Fund, and Certificate of Deposit? Unsatisfied with the impact of your cash and want to learn more about Community Impact Notes? What are the pros and cons of each of these cash/cash equivalent instruments?
Come hear from three speakers, moderated by WISE's very own Lily Bowles.
Lindsey Woodward, MBA, CFP® (Co-Chief Investment Officer and Financial Advisor, Abacus Wealth Partners)
Noel Pacarro Brown, CIMA®, CPWA® (Senior Vice President, Wealth Advisor, Morgan Stanley)
Jennifer Pryce, MBA (President and CEO, Calvert Impact Capital)
This event will also include time for Q&A so you will have the opportunity to ask your own cash/cash alternative questions to ask these knowledgeable women!
Location: Zoom details sent to registrants
Link to RSVP