Please join us for Part 3 of the HBA Voices of Tomorrow and Heritage Planning Partners Financial Literacy Series: Wealth Building II, scheduled for Tuesday, July 14th, 2026 from 12-1pm EST.
This session, Wealth Building II, is a follow-up session from our Wealth Building I session from June 17th. The focus of this event is to empower participants with the knowledge, tools, and strategies needed to build, protect, and grow wealth with confidence.
This event will explore key topics such as investment fundamentals, retirement planning, risk management, and creating multiple income streams. You’ll gain practical insights tailored to the unique challenges and opportunities faced by women in healthcare. Please feel free to join even if you missed the initial Wealth Building session from June 17th!
Two experienced financial advisors, Michael Ferak and Alicia Puccini with Heritage Planning Partners, will lead advice-filled conversation with the intention of teaching attendees how to align your financial decisions with your long-term personal and professional goals. This session is not just about numbers—it’s about building a sustainable legacy, achieving financial independence, and supporting the next generation of women leaders in healthcare.
We hope to see you there on Tuesday, July 14th, 2026 from 12-1pm EST.