Rise and Thrive

Join us to learn from experts: Discover the essentials of financial knowledge and gain the tools to make smart decisions that shape your financial future. Our experienced speakers will walk you through practical investment strategies, effective cash flow management techniques, fraud prevention tools, and estate planning protections.

💡 Expert Insights: Learn from industry leaders and financial gurus who will share invaluable knowledge on essential financial concepts.

📊 Investment Strategies: Navigate the complex landscape of investments with practical strategies that empower you to make informed decisions.

💰 Cash Flow Management: Learn effective techniques to manage your cash flow efficiently, ensuring financial stability and resilience.

🔒 Fraud Prevention Tools: Arm yourself with essential tools and insights to detect and prevent fraud, safeguarding your business’s assets and reputation.

🏡 Estate Planning Protections: Learn how to protect your assets and ensure your wishes are fulfilled with comprehensive estate planning strategies.

🎟️ Limited Seats Available! Secure Your Spot – Purchase Your Ticket Now!

Come together to connect, thrive, and let’s empower each other!

  April 11, 2024
  8:30-10:00 AM
Delta Dental Michigan | 4100 Okemos Road Okemos, MI 48864
$25 | The event’s proceeds will be dedicated to support Junior Achievement of Mid Michigan

Register here:


Speakers:

Katrina Hofstetter is a virtual practicing attorney in the 517 community who specializes in Estate Planning, Trust & Probate Administration, Business Formation, and Business Succession Planning. Her firm, Cornerstone Legal, was established in 2021 after Katrina spent over 13 years working as a legal assistant and running a small firm in East Lansing.

Her mission is to bring her wealth of knowledge and experience to individuals, couples, families, and businesses and provide them with access to high-quality estate and business planning solutions that meet their needs and their budget. Katrina also strives to educate other professionals and her community about myths, misconceptions, and mistakes in her industry by being active on social media and within her community.

Katrina is a member of the Lansing Regional Chamber of Commerce, the National Association of Career Women, and serves as a board member for local area non-profits T.W.I.G.S. and The Mark Advocacy Group.

Katrina and her husband Ryan live in Lansing with their three boys and are active in leading the Kids Kingdom ministry at the Lansing Area Church of Christ.

Terrie MacNicol, Commercial & Investment Specialist

With over a decade of experience in commercial real estate and investment strategies, Terrie specializes in providing customized solutions for buyers, sellers, and investors. Her expertise spans various aspects of property transactions, including investments, purchases, sales, and leasing. Terrie excels in swiftly evaluating financial data, contracts, and negotiations to achieve effective solutions. Leveraging strategies, she guides clients in identifying profitable opportunities and maximizing returns to meet their goals. With an unwavering commitment to efficiency and professionalism, she consistently delivers successful outcomes for her clients.

Driven by a passion for empowering women in real estate investing and financial health, Terrie founded the 517 Women Investing Network (517WIN) in 2023. Through monthly meetings, focused presentations, and additional trainings, the network provides women with resources and support to improve their financial well-being and build a lasting legacy for future generations.

Diana Lowry, Financial Advisor at Edward Jones

As an Edward Jones financial advisor, Diana believes it’s important to invest her time to understand what clients are working toward before they invest their money. It’s also important to understand the level of risk they’re comfortable accepting when investing so Diana can balance it with the steps necessary to reach their long-term goals.

Whether clients are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones they care for the most, Diana and her clients can work together to develop specific strategies to help achieve their goals. They can also monitor progress to help make sure clients stay on track or determine if any adjustments need to be made. Throughout it all, Diana is dedicated to providing top-notch client service.

But Diana and her clients are not alone. Thousands of people and advanced technology support their office so they can help ensure clients receive the most current and comprehensive guidance. In addition, Diana welcomes the opportunity to work with clients’ attorneys, accountants, and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, Diana and her clients can develop a complete, tailored strategy to help achieve their financial goals.

Michelle Carpenter is a seasoned banking professional with three decades of experience dedicated to serving business customers across various industries and sizes. With a relentless passion for leveraging technology to drive growth, Michelle has been instrumental in helping countless businesses thrive in today’s rapidly evolving landscape. Michelle’s unwavering commitment to her clients’ success is evident in her hands-on approach and personalized service. Whether it’s implementing digital banking solutions, optimizing cash flow management, or providing strategic financial advice, she goes above and beyond to ensure her clients have the tools and support they need to flourish.

Her extensive knowledge, acquired through studies in banking and finance, including her graduation from Perry School of Banking, highlights her dedication to professional growth and expertise in her field. Beyond her career, Michelle places great importance on family, having raised three daughters with her husband, Kipp and now enjoying the role of a grandmother to three young boys.

Michelle’s involvement in public speaking as VP of Membership for Toastmasters reflects her desire for continuous personal development and effective communication skills. Additionally, she loves to attend a variety of college and professional sporting events. Oh, and that newfound passion for golf!


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