CREW Boston

Personal Financial Wellness & Education

Eaton Vance, Harbor Café
Two International Place, 13th Floor, Boston MA

Members Only

Please join us for our exciting, collaborative event with some of our favorite sponsors and local partners.  Rising Leaders and WWIRE (Wellness for Women in Real Estate) are partnering to provide an evening of personal financial wellness / education. 
As we all continue to grow in our careers, it is important to make sure our money is working as hard as we are.  However, investing for the future can be a challenge, especially when first starting out.  To help us navigate the world of personal finance, we’ve partnered with Eaton Vance Investment Counsel to host an evening with Investment Counselor, Tracy Welch and Director of Wealth Planning, Laura Godine.  We’ll cover a range of financial planning topics including tips on where / how to invest your money, how to choose a financial advisor, 401(k) options, 529 Plans, estate planning and more.  

Complimentary nutritional snacks and beverages provided by Commonwealth Land Title National Commercial Services and Eastdil Secured.
We anticipate a strong level of interest, so please sign up at your earliest convenience.

Tracy Welch Bio:
Laura Godine Bio:

5:30-6:00 p.m. Networking and Refreshments
6:00-7:00 p.m. Program 
7:00-7:30 p.m. Discussion and Q&A

Eaton Vance, Harbor Café 
Two International Place, 13th Floor, Boston MA

ID required for check-in


Register Online

Event Registration is either not opened yet, already closed or not available for this event. Please contact with any questions.

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