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Schools

Financial Planning for Women & the People Who Love Them!

This presentation is designed to address the often unique factors relative to financial security for women.  Due to
issues such earning power during working years, number of years in the workforce (perhaps due to raising children), life expectancy and more, some of women’s financial concerns are different from men’s.  This course is designed to address these items as well as help attendees better organize and manage both the qualitative and quantitative aspects of their financial life.   Topics include:  long-term care concerns, how to create a realistic budget, the best ways to improve your credit score, what creditors look for when approving loans, how to make sense of your investments and statements, what to consider when managing your debt, and how to create a robust financial plan that supports your lifestyle and long-term goals.  All of this will be accomplished in a
conversational atmosphere, where questions are welcomed.

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