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WIB: Women’s Roundtable – Building Financial Capacity

June 5, 2024 8:00 AM - 9:30 AM (EDT)

Description

DATE: June 5, 2024

TIME: 8:00 - 9:30 am

LOCATION: Lancaster Chamber

COST: $30 Members

$45 Future Member

Interested in learning more about Chamber membership? Contact Penny Brady, pbrady@lancasterchamber.com.

What to Expect!

Join us for our Women's Roundtable session focused on empowering women through financial wellness. Delve into essential topics including investment strategies, philanthropic initiatives, comprehensive financial planning, and the psychology behind achieving financial wellness. This session offers invaluable insights and practical advice tailored to the Women in Business community. Whether you're aiming to build wealth, give back to your community, or simply gain a deeper understanding of financial management, this event promises to equip you with the knowledge and tools to navigate your financial journey with confidence and purpose. Don't miss this opportunity to take control of your financial future and pave the way for lasting success!

Meet the Panelists!

Beth Vulopas, Founder and Managing Principal, Chestnut Street Investment Counsel

Beth Vulopas leverages over 30 years of financial services and banking to grow wealth for clients at Chestnut Street. Prior to the firm's 2019 founding, Vulopas spent over 20 years at Wheatland Advisors independent investment advisory in Lancaster, PA. She began her career at Bank of Lancaster, now PNC, where she spent nearly a decade in roles including management and operations. Vulopas also worked as a personal money manager overseeing the finances of older adults. As a result of working extensively with clients who have varied levels of knowledge about personal finances and investments, clarity and transparency are guiding principles at Chestnut Street. "Knowing what you own - and understanding it - gives you power," states Vulopas. "When you receive your quarterly statement from us you understand exactly what you own, and what you're earning."

Kim Shorter, Chief Operating Officer, Lancaster County Community Foundation

Kim is responsible for most things that help the Community Foundation run smoothly and efficiently. She has a passion for customer service, a penchant for technology, an eye for detail, and has extensive experience providing effective leadership in both the for-profit and community benefit sectors. Kim graduated summa cum laude from York College, with a master’s from U of DE. She is proudest of the work she has done with her husband, Scott, in his ongoing recovery and triumphs following a massive brain aneurysm when he was in his late 20’s. Their dachshund, Penny and ginormous “cat-dog”, Bobby, graciously allow Kim and Scott to share their home.

Jen McCoy, Financial Planner, CFP®, Everence® Financial

Jen McCoy is a Financial Planner, CFP®, at Everence® Financial in Lancaster, where she works with individuals, couples and families to build a financial plan around what matters the most to them. She guides her clients to achieve their long-term financial goals. In 2023, Jen reached a personal goal when she trained and hiked 32 miles through the beautiful Alaskan wilderness.

What is the WIB: Women’s Roundtable?

Take your skills - and career - to the next level through our Women’s Roundtable. Connect with women across Lancaster County to discuss practical management tools and address common challenges facing women in our community. Serve as a resource for other women by offering your own insight and experiences throughout the discussion and engage with women leading the charge on a variety of topics impacting women in the workplace.

What is Women in Business?

Women in Business (WIB) connects, cultivates, and celebrates women across Lancaster County by providing the community, strategies, and resources needed to navigate challenges and achieve success in the workplace.

Thank you to our sponsors!

Presenting Sponsor

Learning Sponsor

Leadership Sponsor

Advocate Sponsor

Empowerment Sponsor

Supporting Sponsors

Time

7:30 am – Doors open; 8:00 am – Welcome; 8:10 am – Panel Discussion; 8:30 am – Breakout; 8:50 am – Panel Q&A; 9:10 am – Breakout; 9:20 am –Wrap Up

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Contact Information

Lancaster Chamber
Name: Ashley Glensor
Phone: (717) 397-3531
Email: aglensor@lancasterchamber.com
Details: Reach out to Ashley with event questions. Please contact register@lancasterchamber.com with registration questions.

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WIB: Women’s Roundtable – Building Financial Capacity

June 5, 2024 8:00 AM - 9:30 AM (EDT)

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WIB: Women’s Roundtable – Building Financial Capacity

June 5, 2024 8:00 AM - 9:30 AM (EDT)

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