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Wed, Nov 06



Members - Women's Financial Planning Workshop

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Members - Women's Financial Planning Workshop
Members - Women's Financial Planning Workshop

Time & Location

Nov 06, 2019, 6:30 PM – 8:30 PM

Spaces, 1740 Broadway 15th Floor, New York, NY 10019, USA

About The Event

This workshop is for women, it is a safe place to get any and all questions related to their financial health answered.  We will be discussing:

  • How women have changed since the early 1900's in regards finance and education
  • Financial planning basics- the 101's 
  • What obstacles you may face at different ages
  • Any questions they may have 

The workshop will be lead by Sona Ramnani, RICP®, a Financial and Investment Advisor from Vital Planning Group.

Sona’s area of focus is helping her clients develop a sound financial strategy for the future. Sona works extensively with  

medical  professionals  in  all  stages  of  their  career  helping  them  with  the  knowledge  and  insights  they  need  to  make   

informed financial decisions with confidence. These strategies include managing debt, accumulating wealth, managing  

risk,  minimizing  taxes,  and  investing  for  the  long  term.  Sona  obtained  her  Retirement  Income  Certified  Professional®   

(RICP®) designation, which provides comprehensive instruction on building integrated and comprehensive retirement  

income plans. After completing her bachelor’s degree in finance and economics at Quinnipiac University in Connecticut,  

Sona started her career as a financial advisor with Barnum Financial Group before joining Vital Planning Group, a firm  

supported by the resources of Barnum Financial Group.

Wine and tea will be served. Outside food is welcome if you would like to bring along your own dinner. 

Camaraderie Members - $14.00

Non-Members - $25.00


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