2024.07 Tulle Box Workshop Event Guest Form

Money + Finance: Investing – with a Women’s Wisdom

Citrine's July education event will be a workshop facilitated by Kate Byrne and Viola Llewellyn, cofounders of The Tulle Box.

This workshop will take a deep look at investing with a woman’s intuition and wisdom in mind. We will tackle investing holistically, looking at the practice of investment from personal (your style) and interpersonal (the input of those around you) within the “global” or larger context of the ecosystem surrounding you. We will take a look at the differences in the style of investors and how you can leverage your unique qualities to make better informed investments.

This is a member exclusive event. We will have a limited number of spots open to guests who qualify as accredited investors. Please fill out the form below to request a guest invitation.

If you are a member of Citrine Angels looking to RSVP, please click here.

Name

Position / title

Company name

LinkedIn profile URL

List who referred you to this meeting or how you heard about us.

Member

Sponsor

Partner

Please Confirm Your Accredited Investor Status

Members and guests are required to be accredited investors to attend this event. Many people qualify without realizing it.

The SEC qualifies accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.

Most commonly, Citrine members qualify based on one or more of the financial criteria, listed below. You can view the the full list of qualifications on the SEC website here.

Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

You’ll be asked to check a box confirming you qualify when you sign the membership agreement form.

NOTE: There is no additional form to “become” an accredited investor. You also don’t need to meet all of criteria on the SEC website – any of the items count.

I self-certify that I meet the requirements to qualify as an "Accredited Investor" under Regulation D of the Securities Act of 1933.

Confidentiality

Due to the sensitive nature of the discussions, we require that all attendees understand and respect its confidentiality.

I understand the discussions during the meetings are confidential and I agree that I will not disclose or use any information communicated orally or in writing during the meeting without consent of Citrine Angels.

The Tulle Box provides women-centric leadership development tools, concepts and programs addressing women holistically, delivering solid solutions to the obstacles and blind spots that stunt our growth. Our intergenerational and multi-cultural approach is powerful. From financial literacy to board readiness to media training to management soft skills( and some personal deep dives to boot), The Tulle Box grows and supports women at every stage of life.