Project Venus

Private Vista is proud to be honored by Investment News, for the 5th time in a row, as one of the 75 Best Places to Work for Financial Advisers nationwide!

Private Vista, LLC Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews Chicago, IL —February 7, 2022— Private Vista has been recognized as a 2022 Best Places to Work for Financial Advisers as announced by InvestmentNews today. Private Vista was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture,...

If you’re thinking about divorce but are not sure where to start, join us tomorrow for Divorce Resource: I Want a Divorce, Where Do I Start? Due to the sensitive nature of the subject, attendees can confidentially send in questions ahead of time, change their zoom name, and keep their cameras off if desired. To register and learn more please follow the link: https://financeinsights.net/vBxqTaq7wcZvGK

8 in 10 women will become solely responsible for their financial well-being at some point in their lifetimes, yet only one-third of married women indicate being responsible for long-term financial decisions. The reason most women don’t dig deeper into their estate plan with their spouse? They don’t know what questions to ask. Check out our article, 7 Questions Women Should Ask to Avoid Estate Planning Pitfalls.

7 Questions Women Should Ask to Avoid Estate Planning Pitfalls Digging deeper into your estate plan with your spouse may reveal some unwelcome surprises. Across more than a decade of experience as a tax and estate planning attorney, Capital Group wealth strategist Leslie Geller witnessed too many sophisticated, highly educated women still end up stuck in diffic...

Last Call! We have spots remaining for our final Project Venus webinar of the year, Divorce Resource: The House in Divorce-Should I Stay or Should I Go? Learn more and register for Project Venus’ final event: https://bit.ly/3jpGV9S

For our FINAL Divorce Resource event of the year, Mary Beth McLean and Nicole Romito will be joined by Leslie Glazier, Luxury Broker with @ properties, and Melissa Olson, Senior Loan Consultant with Caliber Home Loans to discuss the many options and decisions when it comes to your home and divorce. Register below: https://financeinsights.net/OWLDi1zqptKYvZ