Join us for an educational evening that focuses on personal finances from a woman’s perspective. Instructor Karen Goersch offers sound, practical strategies that you can use immediately to help pursue a more comfortable financial future. In about an hour, we’ll cover topics ranging from investing to retirement to maximizing Social Security benefits to preparing for the unexpected, with specific information for women who face divorce or widowhood.
Karen is a Private Wealth Manager with Price Financial Group, LLC of Wilton, CT. A former CPA, Karen is a registered rep with LPL Financial and a licensed Investment Advisor with Private Advisor Group, LLC and brings a wealth of both corporate and personal financial experience from years working at Coopers & Lybrand and NYNEX (Verizon). Her philosophy is founded on helping clients understand their needs, building a personal financial plan and determining what investments are suitable for each client – from asset allocation strategy to income planning to individual investment selection.
This interactive workshop will be held Thursday, January 31st. Wine and cheese will be served at 7:00pm, followed by the presentation at 7:15pm. The workshop fee for DCA members is $10; $20 public price. Participants will receive a full-color, 20-page workbook filled with a wealth of information and exercises, which are designed to help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.
Reservations are required, and will close at a maximum of 50 students. To enroll, please contact the DCA at email@example.com, or by phone to 203-655-9050 during office hours of 9am to 3pm Monday through Thursday, or 9am to 12pm Friday. This workshop will be held at the DCA, 274 Middlesex Road in Darien. To receive notice of upcoming programs via email, contact the DCA.
Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.