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Women’s Listening Circle by Provo Wealth Management Group

June 9, 2020 @ 6:00 pm - 7:30 pm

We hope that you and your loved ones are faring well. We have all been adjusting our methods for communicating and feeling connected while social distancing.  It was wonderful seeing many of you at our last Women’s Listening Circle via Zoom. Since we still cannot convene in-person, we would like to meet once again via Zoom. We hope you can join us on Tuesday June 9th at 6 PM via Zoom to share what you have been doing to take care of YOURSELF and your experiences as Massachusetts businesses gradually reopen. Please RSVP by simply replying to this email so we can send you the login information to avoid any Zoom bombing. 😊  We look forward to seeing you on screen!

Put Yourself First on the First commitment to you as an accountability partner and mentor. We will be there for you as you build on your objectives of Gaining Confidence in Money Matters and achieving Wealth-Life Balance, one step at a time, at the pace set by you.

Even with social distancing constraints in place today, what one thing will you do for YOURSELF today that you would do for your best friend, sister, child or mom?  Now give that care and concern to yourself.

We invite you to Choose one item that you will do today that is your most pressing and make it happen.

Popular first steps are:

—Pick up the phone and make an appointment to draft a will or estate plan (if you need a reputable attorney just ask us, we know many excellent, compassionate people)

—Many auto insurers are providing refunds since we are sheltering in place and driving less. Call your car insurance company to see if you are eligible for a refund

—Check your credit card statement for errors or fraud

—Call your mom and dad to set a time to talk about elder care and funeral arrangements— maybe explain that you are asking because you want to know what they really want and

you don’t want to let them down because you have to guess at their wishes

—Make an appointment with your spouse or partner to complete the family love letter you received at the Circle

—Make an appointment to talk one on one with a financial specialist

First Steps are

Anything that falls in the money  matters category of  “I should really do _________”

We are here for you. Please contact us if we can help in any way, including deciding what your First Step could be. No question is silly or too small.



June 9, 2020
6:00 pm - 7:30 pm

Date/Time Information

Tuesday June 9, 2020 6PM To register email Eleanor:

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