Our speaker, Amy Jo Lauber, CFP® says defining “enough” and “The Good Life” are the first steps to getting what you want out of life and will help you decide the role your money plays in your life. She says money is a tool to help women live lives that reflect their deepest values and beliefs as well as their goals and priorities.
She’ll discuss how a good financial planner works with women of all income and wealth levels to help them take control of their finances so that they can make good decisions and experience peace and abundance. She’ll describe methods where women can learn to live their values while living within their means, enjoy their money, and save for their future.
Amy Jo Lauber is a Certified Financial Planner™ based in Western New York. She provides financial advice, planning, coaching and analysis for her clients on a fee basis (hourly, flat-fee, retainer). She also offers insights through her blog (www.amyjolauber.wordpress.com) and her books (“Living Inspired and Financially Empowered: Aligning Our Spiritual and Material Lives,” and “Peace & Abundance: A Workbook- Biblically-Based Wisdom for Better Money Management”). Her specialties include fee-only planning and coaching; comprehensive (all the moving parts) and holistic (there’s more to you than money) financial planning; 401(k) asset allocation recommendations; pension plan option analysis and recommendations; budget coaching, and financial wellness in the workplace workshops. Amy Jo received a B.S. in Consumer & Family Affairs from the SUNY Buffalo State University and earned the Certified Financial Planner™ designation in 2000.
Location: Rizotto Italian Eatery, 930 Maple Road • Amherst NY 14221
Time: Networking starts at 5:30 PM with dinner at 6:00 PM.
Cost: $35 for BNC members and $40 for guests.
Dinner choices: Chicken Milanese OR Eggplant Parmigiana
REGISTRATION IS CLOSED