By: Tracey L. Schroeder
The WBAI was delighted to host a CLE on January 28th featuring WBAI member and financial advisor Bonnie Mangold, JD, who shared valuable financial planning strategies for the New Year. Drawing from her experience as a comprehensive financial advisor and former Big Law litigator, Bonnie focused on practical steps to set ourselves up for financial success in 2025, with an emphasis on navigating the new tax rules.
Her presentation offered actionable, easy-to-digest insights designed to make financial planning approachable and empowering, all within a safe and judgment-free environment. We extend our gratitude to Bonnie for her expertise and commitment to helping women achieve their financial goals.
This article was originally published in the WBAI Winter 2025 Newsletter on page 45.