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Design a Financial Plan That Works for You

  • January 09, 2025
  • 8:00 AM - 9:30 AM (EST)
  • Rockside Square 6155 Rockside Road Bldg. #1 Independence
  • 9

Registration


Registration is closed
  WIN Cleveland Monthly Morning Meeting
     Informal Networking begins at 8am;
Meeting starts promptly at 8:15am.

 Design a Financial Plan That Works for You 

What would you do if money were no object? Would you live differently? Would you buy something that seems frivolous or that you don't think you can currently afford?  Would it change your ideas about investing and saving?    No matter what your stage in life, feeling comfortable about your money and how to best manage it can be challenging.

  By attending this program you'll learn to:

  1. Visualize Your Future: Identify what you would do if money were no object
  2. Craft Your Own Financial Plan:  Recognize where to start, and how to make it work
  3. Make Smart Investments: Learn where to invest, and what to avoid.
  4. Ensure Success:  Identify how you can secure steady results  that you can count on.


About Our Speaker:  

 Connie Costanza is a trusted financial planner and author of a new book: Financial Abundance; Real Life Stories that Inspire Your Path to Prosperity. She specializes in serving high-achieving executive women. With a passion for empowering her clients, she helps them build and protect their wealth, fostering both financial security and long-term independence. Connie's approach helps ensure that her clients experience abundance and live rich, fulfilling lives.

With over 20 years of experience in the Financial Services Industry, she is a Financial Planner at WestPoint Wealth Management, LLC. Connie has an extensive background, and her tenure as a business owner further enriches her unique perspective and passion for solving financial needs. 

Connie, a long-time resident of Brunswick, OH, is deeply connected to her community. She is happily married, the proud mother of four grown children, and blessed with two wonderful daughters-in-law and three grandchildren who never cease to inspire her.

In addition to her family, Connie serves on three boards: NAWBO (National Association of Women Business Owners), the Northern Medina County Chamber Alliance, and the Northern Medina County Chamber Charities Board, where she continues to contribute her expertise and passion for community growth. She also serves her parish in Brunswick, Ohio.


Free for members        $20 for non-members

Location: Rockside Square, 6155 Rockside Rd Bldg.#1, Lower-Level Conference Rm. Independence, OH 44131

FREE parking, coffee, and healthy snacks provided. 

Don't forget to bring your donations for our charity:

  

Yana Solomonik, Reliance First Capitol

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Special thanks to our 2023 Annual Event Sponsors

Platinum Sponsors       







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