Coffee & Connections: Women’s Financial Wellness Habits of Wealthy Women

In this fun and interactive presentation, Jo Ann will explore the Habits of Wealthy Women and how intentional behaviors, mindset, and strategies can help women protect, grow, and feel confident about their money.

Thursday, February 12
8:30 – 10:30 AM

Cafe Lift
144 Kings Hwy East, Haddonfield, NJ 08033

Breakfast & coffee

Capacity: Limited to 30 attendees

Pricing:
• Members, Corporate, & Alliance Partners: $15
• Non-Members $35

About the Speaker

Jo Ann Morgano, MBA, CRPC, BFA is a financial advisor with Laurel Oak Wealth Management in Marlton. With over 17 years of experience, Jo Ann is known for her relatable style, calming presence, and deep expertise.

A key focus of Jo Ann’s work has been helping women invest with confidence. As a Behavioral Financial Advisor, she coaches clients on the habits and behaviors that support long-term wealth. Through her career, Jo Ann has observed that wealthy women share distinct habits that help protect and grow their portfolios.

So what are these habits? How can you develop them? And how can better habits bring money to you instead of awayfrom you?

Don’t miss this empowering conversation — where knowledge is power and better habits are key.