March 2021 Webinars
Set Sail: Making Financial Planning & Travel a Breeze
Partnership Wealth Management presents our webinar series Set Sail: making Financial Planning & Travel a Breeze.
The webinar series will focus on the principles of financial planning, how to budget for upcoming travel, and explore what travel looks like in a world with Covid.
Debbie Doyle, Financial Planner at Partnership Wealth Management, will be hosting the webinar with a special guest speaker on each date. Our guest speakers will be able to answer questions about how the travel industry has adapted to CDC protocols, which locations are open for travel, cancellation policies, and more!
Learn more about each of our speakers below:
March 18th and March 24th:
Debbie Doyle of Partnership Wealth Management
Debbie has been with Partnership Wealth Management since 2016 and has a passion to improve the financial lives around her. She specializes in providing relatable advice by developing custom financial plans and ongoing client service for clients to help achieve their future goals.
March 18th Guest Speaker:
Mary Eve “The Cruise Lady” Vonberger
A Baltimore resident herself, Mary Eve, moved her growing business The Cruise Lady, Inc., to Canton. She has developed The Cruise Lady, Inc. into a world-class travel agency with a personal touch that offers a wide range of travel options beyond just cruises. Mary Eve gives back to the community by serving as a member of the Exchange Club of Highlandtown and Canton, O’Donnell Square Business District Association as well as the Canton Community Association.
March 24th Guest Speakers:
LaDell Carter of Royal Expression Travels
Founder + Chronic Jetsetter
World Traveler and Visionary with the skinny on the most premier travel destinations. With an eye for the extraordinary, an appreciation for uncompromising quality, and a deep understanding for immersive experiences.
Chanelle Bland of Royal Expression Travels
Culinary Arts Experience + Event Planner Extraordinaire
The creative mind behind the glitz and glam. Having a network of some of the most in-demand chefs at our fingertips. Let us find the perfect chef for your event or full-time needs. Chanelle can procure just about any gourmet food and wine request you require.
Questions and Consultations
If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today.
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As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them work towards their financial goals. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started.
Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.