“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: Thriving at Home
In this latest recap, Katie discusses how we can thrive at home while under quarantine. She provides important considerations for cybersecurity threats and ways to protect ourselves in this virtual environment. Katie also references a guide on identity theft protection which can be downloaded here: https://www.mortonbrownfw.com/how-to-protect-yourself-against-identity-theft-2/
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/Show More
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/Show More
Coffee with Katie: Thriving at Home
In this latest recap, Katie discusses how we can thrive at home while under quarantine. She provides important considerations for cybersecurity [...]
Coffee with Katie: Spring Cleaning
Since we are all home for the time being, it is a great opportunity to delve into spring cleaning. While we get our houses, yards, and schedules [...]
Coffee with Katie Extra Shot: Coronavirus
Many are worried about their financial situations as coronavirus (COVID-19) pandemic continues. Katie provides this "Extra Shot" for those [...]
Coffee with Katie: Financial Date Night
February's topic for Coffee with Katie was centered around how couples manage their family finances. How do you and your spouse communicate about [...]
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 [...]