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Oshkosh Monthly Meeting - Women, Wealth, and Wisdom
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About this event
Join us for an Exciting Presentation by Merritt Jezwinski, Financial Associate at Thrivent!
Merritt helps individuals, families, and businesses make the most of what they’ve been given through tax-efficient strategies and personalized financial planning. With expertise in tax efficiency, retirement planning, and working with military servicemembers, she’s passionate about guiding clients toward achieving their goals.
A former Human Resources and Civil Affairs Specialist in the US Army Reserves, Merritt is a proud UW-Madison graduate who loves spending time with family, hitting the gym, and exploring new recipes. Join us in our upcoming workshop, where we’ll discuss how finances are different for women and share key steps to get your financial plan on track.
Registration Info
Registration is required
Payment in Full In Advance Or At Event
Cancellation Policy:
We understand your schedule may change last minute. If you registered and are no longer able to attend, please cancel by 5PM on the Tuesday prior to the event to avoid the luncheon fee. Cancelations can be made by emailing Mary Jo Chriske at lifeldrship@gmail.com.