☀️ Morning Meeting: Sip, Sit and Talk Money 🫰
📅 Date: Friday, February 20
⏰ Time: 9:30 AM – 11 AM
📍 Location: 350 Central Park West, NYC
👶 Babies and kids welcome!
Skip the workout and join us for coffee — this is a relaxed, sit-down conversation about how to wisely save money for baby and their future with a wealth management expert (and a local mom).
💫We're excited to welcome Michelle McCormick, a Financial Advisor at Merrill Lynch who specializes in helping individuals and families navigate financial decisions with clarity and confidence. With a background in fast‑growing startups and years of experience building her own company and advising entrepreneurs and high‑earning professionals, Michelle brings a practical, modern perspective to wealth planning — one that recognizes how deeply money decisions are intertwined with career, family, and personal values.
After transitioning from online consumer tech into wealth management — and becoming a mom herself — Michelle saw how often families are left to “figure it out” on their own during major life shifts like parenthood, career changes, or business growth. Her work today focuses on simplifying complex financial topics, helping families feel in control of their money, and building plans that support both life today and the future they’re working toward.
🤓What to Expect
• Practical guidance on the financial topics most relevant to moms and families
• How to think about saving, investing, and planning without jargon or pressure
• Common money mistakes families make — and how to avoid them
• Advice on how to teach your kids about money and integrate a health financial mindset for your children at an early age
• Open Q&A: bring your real questions about budgeting, investing, kids, career shifts, and planning ahead
• A thoughtful, supportive conversation in a judgement‑free space
👩🍼👶Who This Is For
• Moms at any stage who want to feel more confident about their financial decisions
• Families navigating changes, growing households, or new responsibilities
• Women who want a clearer framework for planning beyond just “day‑to‑day” money
• Anyone who enjoys honest conversation, good coffee, and practical advice you can actually use
Come with questions and a desire for clarity (and coffee☕️).
Guest List
18 Went · 1 Interested
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