Join us for lunch as we hear from Jacqueline Davie of Charter Financial Group as she speaks about why financial wellness matters and key pillars to build financial security in today's environment.


Topics include:

  • Retirement plans and the economic impact of COVID-19
  • Building your portfolio and how to grow your investments. 

Guest speaker: Jacqueline Davie, Charter Financial Group

Topic: Financial Wellness Matters: Five Key Pillars of Financial Wellness