“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.
Coffee with Katie: Setting Financial Goals
In this episode, Katie reflects upon the past year and discusses four tips for setting financial goals that are attainable in the new year.
Coffee with Katie: Setting Financial Goals
In this episode, Katie reflects upon the past year and discusses four tips for setting financial goals that are attainable in the new year.
Coffee with Katie: Creating a Framework for Charitable Giving
In this inaugural episode, Katie Brown discusses charitable giving - how to make it rewarding, how to involve your family, and how to create a [...]