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.
