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Ask Jane – Financial Guidance for Women Wednesday, November 4

Ask Jane – Financial Guidance for Women

  • Location: Gorton Community Center
    400 E. Illinois Road, Lake Forest, IL 60045

Ask Jane-Financial Guidance for Women

November 4, 2020  7 pm to 8:30 pm at Gorton (this class is in-person)
Fee:  $20

Want to feel more confident about money matters?
This session is geared towards those of you who want to know the basics components for a financial plan.  It will be an open forum to answer questions about ANYTHING regarding your financial well-being. We will also review our Top Ten tips of saving and planning for retirement.

 

Jane Ott: Started her career in 1986 in New York City at Chase Bank where she worked as an institutional salesperson in fixed income securities and continued that role in Chicago for Banc One Capital Markets. In 2008 she co-founded North South Capital a full-service registered investment advisor and broker dealer. Ms. Ott received her MBA from the Kellogg School of Management and a BA from St. Anselm College in NH. She currently is on the Board of Trustees for Econ Illinois, one of the state’s leading provider of economic and financial literacy education.

Julie Hupp, CERTIFIED FINANCIAL PLANNER™ professional, has worked in the accounting and corporate finance field since 1987. She is the founder of Aspire Planning Group, a wealth management firm. Julie is a graduate of the University of Illinois with a BS in Accountancy. She received her MBA from Northwestern University’s Kellogg School of Management in 1994. Julie is also certified as a Certified Divorce Financial Analyst as well as a CPA. Outside the office, Julie is the co-founder of the 12 Oaks Foundation, which recently merged with Cal’s Angels. 

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