WINS Women's Networking Meeting Open to ALL

Description

WINS - A Lake Norman Chamber Women's Open Networking Group. A forum for women to connect in a professional yet informal atmosphere over coffee and morning refreshments. There is no membership fee, obligation or long-time commitment (but we know you will want to attend every meeting) Invited are stay at home moms, retirees, Chamber Ambassadors, volunteers - you do not have to be a member of the chamber (of course we hope you will join).  Bring your business cards and name badge. Each month will feature a topic and guest speaker. This month's speakers are Leah Trowbridge from McIntosh Law Firm, Darcy Ridge from Vineyard Financial Partners and April Agosto from Brumley Robinson.  They will graciously be our breakfast sponsor as well. There are opportunities for sponsorships, hosts, speakers.  704.892.1922      

Women in Business: How to Protect and Grow What You’ve Got. The Basic Must Haves of Planning for Asset Protection, Financial Security and Tax Strategies.

Darcy’s passion is to work with small business owners, women in business, and clients approaching retirement to educate and assist them in preserving their assets, maximizing cash flow, and helping as they work to pursue financial independence in their retirement years. She holds licenses in Life, Health and has passed her Series 65 Exam.

Darcy grew up in Huntersville, NC and attended the University of North Carolina at Chapel Hill. She is a proud North Carolinian who loves her hometown and the surrounding Lake Norman community.

Darcy and her husband Brandon enjoy traveling, playing pickle ball, boating on Lake Norman, and cheering on their sons, Jackson and Evan, at Community School of Davidson basketball games.”

“Leah has been collaborating with clients to provide Estate and Trust Planning, Administration, and related Business services in the Lake Norman and surrounding areas since 1997. She grew up in Raleigh and graduated from UNC- Chapel Hill in 1991 with a Biology degree and 1995 with a law degree. Leah is dedicated to community service of all types, whether it is serving on local non-profit boards, volunteering at community events, or serving on chamber and town boards; jumping in whenever the right opportunity presents itself.

Leah currently lives in a house divided: her older son attends Duke and her younger son is in a joint UNC-CH/NCSU program; she tries not to play favorites, but it’s not always easy. On most weekends she is hosting friends or family at her Davidson home, traveling to visit with friends or family, or enjoying a walk or short ride to one of the outdoor music or community activities available throughout the Lake Norman area.”

April Agosto

April is an Enrolled Agent in Huntersville, North Carolina. She just completed her 15^th tax season. She has a developed a specialty in preparing returns for moderate-income individuals and couples who have small companies, rental properties and investment income. She loves developing relationships with her clients and creating strategies to minimize the taxes they pay.

April is a graduate of the University of North Carolina at Chapel Hill. She is married to her college sweetheart Lou. They have two sons – JT (a graduate student in Physical Therapy at ECU) and Eli (a rising junior at NC State). In her free time, she enjoys traveling, eating great food and relaxing at home with her husband and dog, Daisy.