Elena was one of the presenters on the “How it Works” panel – a monthly lunch and learn conversation for the tenants of Bell Works and surrounding businesses and communities. The January Topic was “Personal Finances: How to set yourself up for success in 2020.” Elena addressed wealth related issues such as importance of knowledge in accessing and addressing financial planning needs, remembering to pause when taking action and why her mantra for working with clients is to “Simplify the Complicated”. The panelists also discussed actionable wealth management concepts for various ages and life stages. This event attracted almost a 100 attendees and was live-streamed. The video will be available soon.
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