CREW Boston

Personal Financial Wellness & Education

The Rising Leaders were fortunate to have Tracy Welch, Vice President and Investment Counselor and Laura Godine, Vice President and Director of Wealth Management from Eaton Vance educate our group on personal finance.  Tracy spoke on topics of active vs. passive investing, compound interest, asset allocation, as well as retirement planning.  For the second part of the evening, Laura stressed the importance of wealth planning through health care proxies, powers of attorneys, wills, trust, §529 plans and charitable planning.  Tracy and Laura provided clear guidelines and examples that left attendees with the knowledge and inspiration to better prepare themselves financially.  This was the second annual collaboration with WWIRE (Wellness for Women in Real Estate) and keeping with the theme of health and wellness, nutritious refreshments were graciously provided by Eastdil Secured and Commonwealth Land Title Insurance Company – National Commercial Services.


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Confirmed Attending

  • Amelia Aboff
  • Kristin Bell
  • Amy Blomeke
  • Victoria Bond
  • Juliet Borja
  • Lauren Brash
  • Donna Brown
  • Susannah Cai
  • Jane Carbone
  • Maddie Carens
  • Colleen Carey
  • Jennifer Christakes
  • Maggie Collins
  • Leslie Cook
  • Moira Cronin
  • Maria Deering
  • Ellen DeNooyer
  • Michela DeSantis
  • Stephanie Faraci
  • Julie Farrer
  • Jennifer Flanders
  • Patty Flowers
  • Kayleigh Fraser
  • Chelsea Garvey
  • Mika Gross
  • Jennifer Guber
  • Molly Kalan
  • Merida Kepnes
  • Danielle Kinkel
  • Leslie Kivitz
  • Jeanne Kopacz
  • Michelle Lambert
  • Samantha Lukacs
  • Maria Maffei
  • Valerie Moore
  • Julie Nasser
  • Shawna O'Neil
  • Patty Pytlik
  • Megan Rapone
  • Lydia Scott
  • Sonam Shah
  • Lisa Sheehan
  • Catherine Sobchuk
  • Kyra Spotte-Smith
  • Janaki Stern
  • Lisa Strope
  • Samantha Torto
  • Christine Vincenti
  • Emily Yu