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Client Centered

I offer several financial management workshops, many with a woman's focus. My educational workshops will present financial basics and help you understand some sophisticated financial concepts.

You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning*, tax planning, retirement planning, and estate conservation.

I will cover important financial concerns many people have, such as paying for college, life insurance needs, saving on taxes, and retiring in comfort. And I also have special information available for women who are divorced or widowed.