The Newman Group of Oppenheimer & Co. Inc. is a multi-generational mother-daughter financial advisor team that provides wealth management services to women. Whether starting a career, running a business, preparing for retirement, or somewhere in between, they invite women from the jewellery and watch industries to learn the fundamentals of finances to enable them to spend less time concerned about money, and more time focused on what brings true meaning to their lives.
Jennifer Markas, WJA Executive Director, said, “Cindy and Morgan are an inspirational duo, reminding us all that no matter where we are in our careers, financial literacy and confidence around finances is a huge key to being empowered at home and in business,”.
WJA will host four virtual sessions over the course of 2021, enabling members and non-members to attend from around the country. The webinar-style events will be complemented by online resources available to course participants.