About this Event
Is your money working as hard as you do?
Join us for a morning in Charlotte with ambitious women who want more clarity and confidence with their money. Grab a matcha or coffee, meet great women, and still make it to work on time. Your first drink is on us.
What to expect
- 7:30 AM: Arrive, grab your drink, and meet the room
- 7:50 AM: A 15-minute conversation on the money moves high-earning women often miss: making the most of company stock and equity compensation, turning income into real wealth, and protecting what you've built
- 8:05 AM: Open Q&A. No question is too basic.
- 8:30 AM: Wrap up and head into your day
Who this is for
Women professionals, executives, and business owners who are doing well and want to know they're doing it right.
Your host
Samantha J. Dalby is the Founder of Essential Trust Financial in Newport Beach, CA, with more than 13 years of experience as a financial professional. She is Series 65 licensed and holds the CFF credential. Samantha is passionate about helping women feel confident and in control of their financial future.
This is an educational and social event. No pressure, no pitch. Just good conversation with great women.
Questions? Call 949-502-0898 or visit www.etrustfin.com
Event venue & nearby stays
Coco and the Director, 100 West Trade Street, Charlotte, United States
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