As a woman currently in business or aspiring to be, you may find that your personal finances take a backseat to your business.

However, the financial health of your business can be impacted if it’s not addressed in your personal life. Join us as we discuss personal finance—including tips on how to manage your bills, prioritize saving over spending, budgeting your personal cash flow, and the bank accounts and products that can help you manage it all.

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Kathy Wright

Kathy Wright’s 42-year career in banking has included positions at Bank of America in the Premier Banking division, USAmeribank as the Market Manager, opening the 4th Street location, and Valley Bank where her office is in the Top 5 across the Bank’s footprint. She served on the board of the Northeast Exchange Club of St. Petersburg for 11 years before becoming President in 2018. Kathy also has experience on the board of the St. Petersburg Chamber of Commerce and served on the Executive Committee as Membership Chair.

Jennifer Lee

Jennifer Lee, AIF®, AWMA® is the founder of Modern-Wealth; a Sarasota based financial firm with a focus on helping individuals experiencing transition. Originally from Maryland, Jennifer brought her over 26 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events.

She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients.

At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose, then Leave a Legacy.” This is Jennifer’s first book