Agenda

Plenteous Horizons for Widows

Welcome

Icebreaker and 30 Second Intros

  • Answer the meeting icebreaker question.
  • Then, share your “Thirty Second Intro”.
    • Example: Paula McMillan’s “Thirty Second Intro” => I help women-in-transition balance living the life they desire today with setting aside what’s needed for tomorrow. Most want to know if they have enough – and what they can do to have more – in planning for personal goals and dreams. A national presenter and writer on the unique financial life planning nuances of women, I am committed to the financial security, empowerment and independence of women.

Group Discussion

  • Discuss the five questions around the announced meeting topic.

Closing

In advance of the meeting, consider:

For questions, reach out to Paula McMillan, CFP®, CPA, PFS, CGMA, Plenteous Financial Forum Chair