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Galentine’s Day – A Financial Love Letter Workshop
February 10 @ 3:00 pm - 5:00 pm
Join The Centre for Women as We Celebrate Galentine’s Day with Sweet Treats and a Financial Love Letter Workshop
Friday February 10, 2023 3:00pm – 5:00pm
Squeeze all the love out of this season with Financial Expert + Author Jennifer Lee as she breaks down how to write your family love letter.
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 27 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.” Grab the leading ladies in your life and head to The Centre for Women in Tampa on Friday, February 10th from 3-5pm for a kickoff to Galentine’s Day with sweet treats and love letter workshop you won’t want to miss.
Why is the love letter so important? Jennifer Lee is an author, financial advisor, and founder of Modern-Wealth in Sarasota. Jennifer’s book, “Squeeze the Juice: Live with Purpose, then Leave a Legacy,” is a unique blend of her own life experiences, her many years of career expertise, and interactive thought-provoking passages that encourage the reader to prepare for their financial future. During her 27 years of working in the financial services industry, she has found that the most important piece of the financial puzzle is articulating your wants and needs to the ones you love the most. And so, the family love letter was born. And now, you get to write your own!