Join us for a lunchtime educational workshop. Meet empowered professional women like you and grow personally and professionally at this dynamic educational event!
Ditch the elevator pitch- our events support connection and collaboration! At She Goes High, we don’t blindly pass out business cards or ask, “so, what do you do?”
You’re invited to have fun, participate, and support women leaders at this interactive event!
ABOUT OUR PRESENTATION
In this fast-paced world where change is a constant, it is easy to get immersed in our daily activities and either forget or postpone financial planning. Our full engagement at work, school activities if you have children, home chores, and social media distractions make us vulnerable when it comes to available time for planning. Let’s pause and take a closer look at what might be escaping us and examine our financial picture to construct a brighter future for ourselves and our generation. Let’s begin with the end in mind: your personal goals and aspirations.
ABOUT OUR PRESENTER
Norma began her investment industry career in 2005 and joined Stifel in 2023. Prior to joining Stifel, she spent close to 18 years at Wells Fargo Advisors helping a range of clients navigate their financial life. She believes that with her extensive knowledge of investment products and retirement planning, she is a valuable resource to her clients as they pursue their goals. Norma offers a full range of investment planning strategies, tailored to her clients’ unique needs.
Norma earned a B.S. in Business Administration with an emphasis in Finance from the University of Northern Colorado. She holds Series 6, 63, 65, and 66 securities licenses, as well as the Chartered Retirement Planning Counselor™ and Accredited Wealth Management Advisor™ designations. Norma is active in her local community, serving as part of the investment committee for the Community Foundation of Greeley and Weld County.