Thrive Luncheon: Empowering Financial Wellness brought together an incredible panel of financial experts who shared valuable insights to help us all take charge of our financial futures. LaTasha Gandy, Senior Vice President, Private Client Manager at Bank of America; Wendy Kopp, Wealth Management Advisor at Fifth Third Bank; and Debra Ohstrom, CFA, Founder and Financial Educator at DebraOhstrom.com, offered thoughtful advice and practical strategies, with Shakeira Tennort, Vice President, Community Manager at JPMorgan Chase, skillfully moderating the conversation.
The dynamic discussion covered everything from smart investing and financial planning to building wealth with confidence. Since so much helpful information was shared, we’ve compiled a collection of resources mentioned during the event. Explore the links below to access key takeaways, guides and tools to support your financial journey.
We’re grateful to our panelists for their expertise and to our Thrive community for continuing to foster such meaningful conversations. Let’s keep learning and growing together!
Resources
- What’s the Power of a Woman’s Wallet?
- 2024 Women and Minority Business Owner Spotlight
- The Rising Wealth of Women
- Finding the Right Financial Help
- Investing For Your Goals
- Visit DebraOhstrom.com
- ALICE in Focus – Children 2024
Apps and Websites toHelp with Budgeting & Money
Finance-Focused Books
- The Total Money Makeover by Dave Ramsey
- Women & Money: Owning the Power to Control Your Destiny by Suze Orman
- Financial Feminist by Tori Dunlap
- Rich Dad Poor Dad for Women by Sharon Lechter
- Own It: The Power of Women at Work by Sallie Krawcheck
