INVESTED

INVESTED

Wednesday, April 19, 2023 INVESTED

ABOUT THE EVENT

Women In Investing is a series of four classes focused on the concepts of financial literacy and management, savings & investing, and long-term financial planning, as well as the psychology of financial management. They will be structured around the issues impacting women today, with solutions that will educate and empower women to take control of their financial futures. Taught by Elizabeth M. Pagano, CFP®, Women In Investing will not only provide the knowledge needed for effective financial management but also teach tactics and strategies that will help with the emotional anxiety that’s often associated with finance.

 

The classes will be an in-person event, held at the offices of Creative Capital Wealth Management Group in Chester Springs, where Elizabeth is the Director of Advanced Planning. They will cover topics such as the basics of financial management, as well as retirement and insurance planning. The classes will not only be an educational experience but an interactive exchange where women are encouraged to voice their questions and concerns about money in a safe and welcoming environment.

Insurance
Salary/Earnings protection with term life insurance
Long-term wealth building with permanent life insurance
Tax-advantaged legacy planning

Elizabeth is a skilled financial professional who brings over 20 years of financial industry knowledge with her. She began her career in finance in 2000 and has worked with some of the largest financial institutions in the world, with experience spanning from residential and commercial mortgages to high net worth investment and retirement planning and beyond

She shifted her focus on financial advice when she joined The Vanguard Group back in 2008. It was at Vanguard where Elizabeth acquired her Series 7, 63, and 65 financial licenses, culminating in her getting her CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2018. She then moved from Vanguard to Prudential Advisors in 2019, where she expanded her life insurance and holistic financial planning experience, before joining Creative Capital in 2022 as their Director of Advanced Planning.

Elizabeth has a passion for helping people achieve their financial goals and has built her career around the idea that everyone deserves a chance at financial success. That passion has led to programs that focus on teaching financial literacy and providing financial advocacy, particularly to underserved communities. She’s currently in the process of adding Certified Financial Therapist (CFT-I™) to her extensive list of credentials in an effort to expand the growing awareness of the psychology around financial planning and management. In her spare time, she enjoys yoga and cooking and baking but her main love is travel. She lives in West Chester with her husband, Matthew, and their Chihuahua puppies, Ren and Stimpy.

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