As investors grapple with greater uncertainties, knowing how to make sound financial decisions becomes more challenging. Our discussions will go beyond managing your investment portfolio to touch all aspects of developing and executing a comprehensive personal financial plan that evolves with your needs. Whether you are a new or experienced investor, join us to gain insights, resources and strategies for a dynamic goal-oriented process that serves both you and your family.
Topics will include:
- integrating investments with taxes, estate planning, insurance, Social Security and healthcare considerations, and
- the importance of “staying the course” during periods of market volatility, etc.
This SIG is run by Karen Fadzen, MBA, CFP®, ADFA®, CDFA™, CAS®
Karen has 30 years professional experience on both sides of the table in financial planning, divorce financial planning and wealth management.
email Karen at firstname.lastname@example.org