Edmonton CREW is pleased to invite you to our first Cup of CREW event series with Trixie Rowein, Vice President, Portfolio Manager, PAX Portfolio Advisory of Raymond James Ltd.
Pour your favourite cup of joe or steep a tea and join us for a coffee break presentation that will provide tips on how to become more W.I.S.E. (Wealthy, Independent, Secure, Educated) when it comes to your finances and planning for the future.
In this powerful presentation, Trixie will cover the difference between men’s and women’s financial goals; pandemic consequences (or the “she-cession”) of women putting household or family finances ahead of their own; female financial independence – ways to achieve it; an overview of wealth management and estate planning; and more! Trixie is an engaging speaker and we know you will enjoy her insights and presentation.
Ticket price: Free. Please also consider making a suggested donation to CREW Network Foundation of a minimum of $10.
About our Speaker
B.Comm, CFP, CIM, CPCA
Vice President, Portfolio Manager
PAX Portfolio Advisory of Raymond James Ltd.
Trixie has been empowering and guiding clients for 20 years at Raymond James helping them make smart decisions about their money. She specializes in advising clients going through a transition including retirement, loss of a spouse through death or divorce and transitioning wealth to the next generation. Having gone through a divorce herself Trixie understands that caring for clients’ well-being goes beyond money and that feelings matter just as much as finance.
Clients want to know they won’t outlive their money so they can have peace of mind and financial stability. Growing up in an immigrant family Trixie saw how money, if managed well, can provide long-term financial security. She graduated from the University of Alberta and values education - writing a weekly e-newsletter, in addition to hosting regular seminars. She has also hosted fun online cooking classes and online Spanish classes. Trixie is fluent in Spanish and has two teenage daughters.
We hope you can join us!
This event is open to Edmonton CREW Members only.
Register Early – the first 25 registrants will receive a $15 Doordash credit to purchase a coffee and snack to enjoy during the presentation!
Stay tuned for more details on the Cup of CREW series.