Demystifying The Language of Finance

Our guest speaker, Judy Mares, will lead us in an educational forum focused on “Demystifying the Language of Finance”. We will learn about the basics of important financial statements, the balance sheet and the income statement (assets and liabilities). She will explain a Fiduciary and the roles of financial advisors.  An understanding of the language and construction of these terms will help in the navigation of our personal financial positions, planning for life transitions and provide us with a  better understanding of investment terms and strategies.

Judy’s experience as a Chief Investment Officer of corporate retirement plans spanned almost 5 decades across several Fortune 500 corporations. Judy’s bonus career was working for the Obama Administration as Deputy Assistant Secretary for the Employee Benefits Security Administration and the Department of Labor.

Do not miss this powerful program with a dynamic and accomplished master in the consulting and strategic planning arena!

There will be ample time for comments and questions after the presentation.


March 31
10:30 am - 1:00 pm
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Lurie Besikoff Lapidus
2501 Wayzata Blvd
Minneapolis, MN 55405 United States
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