Description

      Balanced Checkbook = Balanced Life - April Women In Business Event             

When your finances are out of control it can wreak havoc on all aspects of your life. Join us for an enlightening discussion from experts in estate planning law, banking, insurance, and financial planning. They will share advice to get your financials in order so you can maximize your overall health, happiness, and success. We will also be having, along with our panel discussion:

• Raffle Prizes
• Networking
• Q&As

Space is limited to 40, register early as this event will fill up. 

Date: Tuesday, April 9, 2024
Time: 2:00PM - 4:00PM
Location: First National Bank 
401 S Graham St Charlotte NC 28202

Parking instructions: You will park in the parking garage facing the baseball field that says The Reed apartments. Grab a ticket to be validated.

SPEAKERS

MODERATOR

Jana Fowler | Agent at Community One Insurance

After graduating with a degree in Finance (concentration in Risk Management & Insurance) from the University of North Carolina at Charlotte, Jana entered the claims world. Starting in material damage claims, she segued into bodily injury claims and landed specializing in material misrepresentations claims. After seeing the coverage issues insureds face when they’re not properly prepared or sufficiently covered in a loss, she decided to move to the agency side to provide better support. Jana has been with Community One Insurance since 2021 and is loving every minute! Jana has joined the Charlotte Chamber as of January of 2024 and is the Insurance Seat in the Women in Business group focusing on supporting like-minded businesswomen.

PANELISTS

 Latosha Carter | Branch Manager of First National Bank

Latosha Carter is a native of Sumter, SC. She is a graduate of Lander University. Her and her husband moved to Charlotte, NC in 2014 where they raise their 2 daughters. Latosha is currently a top performing Branch Manager and Business Banker, AVP at the Charlotte Uptown location for First National Bank. She has been in banking 6 years and prior to that 6 years in sales management. She prides herself on providing financial wellness to underserved communities and helping her business clients reach their financial goals.

Cathie Sherer | Financial Advisor and Co-Founder of 1852 Financial Group LLC

Cathie Sherer is a Financial Advisor and co-founder of 1852 Financial Group LLC. With 30 years of experience in the financial industry, Cathie provides a wealth of knowledge to her clients in all areas of financial planning. This includes, but is not limited to, budgeting/cash flow management, risk protection, retirement planning, estate planning, and business planning.

Her mission is to help her clients achieve financial success, throughout all the stages of their life. To accomplish this she creates meaningful and purposeful experiences that are not transactional but transformable. This is done through building relationships, understanding what is important to her clients, and providing education and solutions to achieve their specific goals.

Sabrina Winters | Founder of Sabrina Winters Attorney at Law, PLLC

Sabrina excels at helping you and your family prepare for the inevitable. She is a passionate advocate for educating, entertaining, and empowering professionals. Her goal is to guide individuals in organizing their futures and being prepared for the unexpected.

She is the founder of Sabrina Winters Attorney at Law, PLLC and a published author for Lexis/Nexis, universally known throughout the legal community for legal research. Her many awards recognizing her success as a woman in business include Top 10 Estate Planning Attorney, the 50 Most Influential Women, and the Charlotte Weeklies 2023 Best Attorney in South Charlotte. Her mantra, “Don’t Let The Government Take Your Diamonds” has transformed the lives of her clients and their families.