Her Financial Future: Confidence, Independence & Empowerment
What to Expect
Kasey Wopperer, Chief Investment Officer and Co-Founder, and Nicole Newman, Vice President and Investment Advisor, are using their combined 26 years of experience, as women in wealth management and finance, to advance women’s confidence to take charge of their financial future’s. Attendees will be given the resources to better understand their current financial picture, identify when to work with a financial advisor, and discuss finances within a family.
Who
Everyone is welcome, no matter their current level of financial knowledge. Come learn, grow, and build confidence with us.
Date
March 26, 2026
Time
12:00noon - 1:00pm EST
Location
Virtual (Zoom)
About Stone Creek Advisors
Founded in 2022, Stone Creek Advisors is an investment and wealth management firm, providing customized investment strategies and financial planning for individuals, families, and institutions. Stone Creek Advisors uses a macroeconomic and data-driven process to actively manage client portfolios. Its fee-only structure means it does not earn commissions, which reduces potential conflicts of interest. Stone Creek Advisors chooses this approach because , as a fiduciary firm, it is legally and ethically bound to act in the best interests of its clients. For more information, please visit https://www.stonecreek-advisors.com/.
Stone Creek Advisors is a DBA of OneSeven, an investment adviser in Ohio. OneSeven is registered with the Securities and Exchange Commission ("SEC"). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. OneSeven only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of OneSeven's current written disclosure brochure filed with the SEC, which discusses OneSeven's business practices, services, and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. All titles listed for Individuals associated with Stone Creek represent the individual's role with Stone Creek Advisors.
Please note, the information provided in this presentation is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. Investments in securities entail risk and are not suitable for all investors. Past performance is not a guarantee of future returns. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.