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Wed, Apr 10

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Empowering Women Via Zoom

Empowering Women in Industry Video Chat

We would like to invite you, our Empowering Women in Industry community, to get together via zoom! We can share and connect with each other while asking questions and chatting about being essential to keeping the world running. We want to continue to be here for you!

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Empowering Women in Industry Video Chat
Empowering Women in Industry Video Chat

Time & Location

Apr 10, 2024, 11:00 AM – 12:00 PM

Empowering Women Via Zoom

About the Event

We would like to invite you, our Empowering Women in Industry community, to get together via zoom!  We can share & connect while asking questions and chatting about being essential to keeping the world running. We want to continue to be here for you! Join us and share how we can help EMPOWER you and your community! We are excited to have Megan Spain as our April guest speaker. She will be joining us to talk about how to "Own Your Financial Life". In this session, Megan will take us through some of the most important financial conversations we should have, along with key insight into how to plan better for our future.

About Megan:

Megan graduated from Auburn University summa cum laude with a B.S. in Finance and Marketing in 2008. In 2016, she obtained her CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) from The American College. Megan is Series 7, 66 registered and insurance licensed in multiple states across the country.

Megan has been doing planning for small business owners and other professionals for the past 10 years. Her team of advisors work diligently to create financial plans to help their clients accumulate wealth, reduce taxes, and continue a legacy for their families. Through comprehensive financial planning, she focuses on the needs of her clients’ to create a unique plan to help meet their specific goals and objectives. Her goal is to establish long lasting relationships with her clients and their families. These long-term relationships help to provide clients a sense of security for their future and the future of their family and operation.

Megan has always dreamed of owning a ranch, her love of horses and the outdoors is in her blood. Her dreams and farm experience have fueled her passion for helping agribusiness owners and multi-generational farming operations address their concerns over growing their operations, retirement planning, and succession and estate planning.

In addition to her work with business owner and professionals, Megan supports several non-profit organizations such as Special Equestrians, National MS Society, St. Jude Children’s Hospital, the Community Foundation of Greater Birmingham, and the YWCA.

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