AWC kicked off the new year with a two-part series on financial planning and money management. January focused on financial planning from a woman's perspective.
We finish the two-part series on February 16 with financial advisors Alexa Meyer and Alyssa Jarman of the Women's Resource Group. Alexa and Alyssa specialize in walking women through the various stages of their financial lives and will take us through the steps of financial planning for entrepreneurs, business owners, freelancers and independent consultants. They'll guide us through insurance planning for business owners as well as how to make the best use of distributed 401(k)s and diversified investment approaches - even for those who are coming to the investment "party" late.
*** Light Appetizers and Beverages ***
Parking is available in the Westlake parking garage accessible from Olive Way between 4th Avenue and 5th Avenue. After 4:00 p.m., parking is $7 for the entire evening.
A WRG or AWC representative will greet you in the lobby.
About the Speakers
Alyssa Jarman, Financial Advisor
Alexa Meyer, Financial Advisor
Alyssa Jarman and Alexa Meyer are with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisors of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Alyssa and Alexa provide clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments*, professional money management*, asset allocation*, and business planning. They meet with clients personally to discuss and review their goals and objectives. They work with a team of advisors and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals.
Alyssa successfully passed her Series 7 & Series 66 exams and holds her Washington State Life, Long Term Care and Disability Insurance licenses. She graduated from Seattle Pacific University with a Bachelor’s degree in Business Administration. Alyssa remains active in the SPU community through her involvement in the Seattle Pacific Alumni Association. She enjoys taking walks around Greenlake, trying new recipes, and kayaking with her family in the Tri Cities.
Alexa successfully passed her Series 7, Series 65 & Series 63 exams and holds her Washington State Life, Long Term Care and Disability Insurance licenses. She graduated from the University of Washington with a Bachelor’s degree in Business Administration with an emphasis in Finance. Alexa remains active in the UW community through her involvement in the UW Alumni Association and Gamma Phi Beta Sorority (Lambda chapter) alumnae functions. When she isn’t working, Alexa enjoys a number of different activities including boating, cooking, going to musicals and concerts and spending quality time with her family in Issaquah.