Wish money grew on trees? Well now it does.
April 28, 12-3 PM at Davio’s Boston Seaport with Two Esteemed Fiancial Experts.
Presented by: DZ Events Boston and Hosted by: Davio’s Boston Seaport We’re thrilled to welcome Nora Yousif and Flavia V. McCaughey, two of Boston’s top financial advisors, for a special luncheon packed with actionable insights for individuals, business owners, and aspiring entrepreneurs.
What You’ll Learn
- Key financial strategies to protect and grow your wealth
- Important considerations for retirement and long-term care planning
- How financial planning can help you navigate major life transitions
- Practical steps to make smarter financial decisions
- How a personalized financial strategy can support long-term stability
Event Details
- Date: April 28
- Time: 12:00 PM – 3:00 PM
- Location: Davio’s Boston Seaport, 26 Fan Pier Boulevard, Boston, MA 02210
- Luncheon: Three-course meal included
Speakers & Topics
Nora Yousif – Managing Partner, Financial Advisor, Empower Wealth Group, RBC Wealth Management
- Helps clients make smarter wealth planning and investment decisions
- Presented on personal finance for 350+ organizations; featured on Channel 5, NBC Boston, Yahoo! Finance
- Published in CNBC and MarketWatch
- MBA from MIT Sloan School of Management
- Awards: 2023 Forbes “Top Women Wealth Advisors” & “Top Women Wealth Advisors Best-in-State”
Luncheon Topics:
- Strategies for entrepreneurs, business owners, and corporate professionals to strengthen finances
- Preparing for financial challenges in a changing economy
- Building a framework for long-term financial success
Flavia McCaughey, CDFA®, CLTC® – Vice President, FR Investment Group
- Specializes in comprehensive financial strategies for individuals, families, and business owners
- Certified Divorce Financial Analyst (CDFA®) & Certified in Long-Term Care (CLTC®)
- Guides clients through major life transitions: divorce, retirement, and wealth protection
- Practical and approachable guidance for simplifying financial decisions
Luncheon Topics:
- Creating financial plans aligned with goals and values
- Protecting your finances during and after life transitions
- Simplifying retirement, investment, and long-term planning
Takeaways for Attendees
- Clear, actionable strategies to strengthen financial confidence
- Tools to plan for the future and navigate major financial decisions with clarity
Follow & Connect:
Instagram: @events.dz
Follow my Facebook Event Page: https://www.facebook.com/events/1713261389637819/?
Contact: [email protected], 617-877-7797
Tickets are $100.00
Testimonial:
"Dayna, your event was fantastic. I went to 5 events this week and the quality of your guests was impressive." - Fredric Felton, CEO Harvest Cloud
Event Venue
Davio's Northern Italian Steakhouse, 26 Fan Pier Boulevard, Boston, MA 02210, United States
USD 100.00
