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Financial Wellbeing Session

Take Charge of Your Financial Wellbeing

In recognition of this year’s International Women’s Day, you’re invited to attend an insightful and empowering financial wellbeing session led by Joanne Spears, CFP®, Senior Vice President at Newport Capital Group.  

Join us as we explore the “Three IWDs” that shape our financial health: Information we gather, the Ways we save, and the Decisions we make – and discuss how these factors influence our saving and investment behaviors. 

This engaging session is designed to empower you with practical knowledge and strategies to support your financial journey! 

Event Details:

Date: Thursday, March 12th, 2026 from 3:00 PM - 4:00 PM 

Location: The Forum, East Brunswick Office 


 


Meet The Speaker

Joanne Spears, CFP® is Senior Vice President, Financial Planning at Newport Capital Group, where she delivers customized wealth planning strategies and leads the firm’s Financial Education Initiative. She brings more than 35 years of diverse experience across investment management, risk strategy, and financial markets, along with a strong commitment to community leadership and education

We look forward to seeing you there!

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March 10

International Women's Day Celebration

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March 19

Guadalajara - Donation Drive