Around Town, Community Connection

Conversation Corner: Conversing with a Financial Planner

This October, the Junior League of Charlotte, Inc. (JLC), is introducing a new video component to the blog called “The Conversation Corner.” The purpose of the conversation corner is to invite members of the JLC to share their expertise with members. This month, Kathleen Cramer joined us for a quick chat in the Conversation Corner. Kathleen, a recent transfer to the JLC, serves as a financial advisor and she is particularly passionate about serving women.

During the conversation, Kathleen shared a little about herself and her work. In the video below, you will learn more about:

  • A key misconception about working with a financial planner
  • 3 key takeaways to help you move forward with your finances

The information presented herein is provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by the Junior League of Charlotte, Inc., (“JLC”) of any of the products, services or opinions of the corporation or organization or individual. The JLC bears no responsibility for the accuracy, legality or content of the information provided. Contact the speaker for answers to questions regarding this content.

Interesting in joining us in the conversation corner? Email Tempestt at tempesttadams@gmail.com.

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