How to Create Financial Security In Your Life


Speaker


Michelle Cooper

Director and Founder of XML-W, Women, Wealth & Wellness
Learn tips on how to be on top of your financial health, discover how a woman’s financial journey is unique, and leave feeling empowered to take the action steps necessary for your own financial independence no matter what stage of life you are in!
  • Learn tips on how to be on top of your financial health
  • Discover how a woman’s financial journey is unique
  • Leave feeling empowered to take the action steps necessary for your own financial independence no matter what stage of life you are in

Speaker Bio

Michelle P. Cooper, Director & Founder of XML-W: Women, Wealth & Wellness

 Michelle P. Cooper is the Director and Founder of XML-W, a division of XML Financial Group which focuses on the planning and financial needs of women at all stages of their lives. She brings to XML-W over 25 years of experience in the estate planning, finance and tax fields. Prior to joining the XML team, she worked for Merrill Lynch and U.S. Trust as a Director helping high-net-worth clients design and update their estate plans. She also had the responsibility of educating over 650 financial advisors on estate planning and trust services. Before starting her career at Merrill Lynch in 1996, she worked as an attorney specializing in tax and estate planning for the law firms of Ralph R. Polachek & Associates and Joseph, Gajarsa, McDermott & Reiner, P.C.

Michelle recently wrote a book called I’ve Still Got Me - A Widow’s Journey to Love, Happiness & Financial Independence. In this book, Michelle shares her personal story of resilience after the loss of her husband to suicide. By sharing her journey and the life lessons learned along the way, she hopes to empower women to become more active and involved with their finances and estate plan so they can live a more healthy and secure life.

 

 

 


Facilitated By


Melanie Williams
Managing Director


(443) 837-7829

Event Information

Start Date 07/11/2019 11:30 AM
End Date 07/11/2019 01:30 PM
Informal Networking 11:00 AM
Location Lakewood Country Club
13901 Glen Mill Road
Montgomery County MD 20850
Chapter Montgomery County, MD
13901 Glen Mill Road
    Montgomery County MD 20850

Event tickets purchased are non-refundable.
Ticket Type End of Subscription Price Currency Quantity
Event Fee - Member
07/08/2019 47.00 47.0 USD USD

Event Fee - Guest
07/08/2019 57.00 57.0 USD USD

Event Fee - Non-Member
07/08/2019 85.00 85.0 USD USD

Exhibitor - Member
07/11/2019 65.00 65.0 USD USD

Exhibitor - Guest
07/11/2019 75.00 75.0 USD USD

Exhibitor - Non Member
07/11/2019 85.00 85.0 USD USD

Event Fee - Late - Member
07/11/2019 57.00 57.0 USD USD

Event Fee - Late - Guest
07/11/2019 67.00 67.0 USD USD

Event Fee - Late - Non Member
07/11/2019 105.00 105.0 USD USD

Raffle
07/11/2019 20.00 20.0 USD USD

Optional Registration by Fax:

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