Guiding Women to Financial Success
- Date & Time
- February 8, 2023 at 4PM CST
- Location
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Tobin Center for Performing Arts
100 Auditorium Circle
San Antonio, TX 78205
Join us for a special Women, Wealth and Wine event where Broadway Bank financial experts will share their insights into planning for the future and making financial decisions that support your goals.
Whether you're unsure about your financial health or looking to change things up, these powerful conversations will guide you on how to make your money work for you. Amazing things happen when women team up – This special event is hosted by Broadway Bank and Alamo City Moms.
RSVP required
RSVP
Appetizers and Wine
Enjoy pairing traditional charcuterie and light appetizers with carefully curated wines from award-winning wineries as well as local favorites.
Sommelier Presentation
We partnered with local Sommelier Cecilia Barretto for a special table-side presentation. She will take you through a series of popular wine themes.
Experience these boutique and rare wines as you're guided through the flight with an overview on the country of origin, regional history, wine structure, and a comparative analysis between the various wines.
Sommelier presentation to take place after financial literacy panel.
Featuring
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Elizabeth Hetrick, JD, CTFA
Elizabeth has more than 25 years of experience in estate planning, trust and estate administration. Prior to joining Broadway Bank in 2011, she served as a senior vice president in the financial services industry. She also served as Staff Attorney to Bexar County Probate Court #2 and spent time in private practice focusing on estate planning, tax matters, trusts and guardianships. Elizabeth currently serves on the Board of the Ecumenical Center for Religion & Health.
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Kelly Corbiere, CFA, CMT, CFP®
Kelly has more than 25 years of experience in investment management. Prior to joining Broadway Bank as a Portfolio Manager, she worked as a global equity analyst and prior to that she was an investment manager in a wealth management group for a major U.S. bank. She spent the early part of her career in fixed income. Kelly has earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations and is a CERTIFIED FINANCIAL PLANNER™ professional.
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About Alamo City Moms
Alamo City Moms is a locally-focused parenting resource for moms and families. Passionate about parenting and our community, Alamo City Moms strives to connect area moms to relevant resources, local businesses, can’t-miss happenings, and most of all — each other!
About Broadway Bank
For more than 81 years, Broadway Bank has been an integral part of South Central and Central Texas, evolving into one of the largest independently owned banks in Texas with more than $5 billion in assets and $2.8 billion in Wealth Management assets. Broadway Bank offers a full range of financial services, including personal, private, business banking, mortgage lending, and wealth management, and is committed to enhancing the banking experience through leading edge technology. With financial centers across San Antonio, Austin, the Hill Country, and now Dallas, Broadway Bank delivers modern banking, locally sourced and personally delivered. Visit broadway.bank for more information.