Central Phoenix Neighborhood NAWBO | NAWBO

Central Phoenix Neighborhood NAWBO

Thursday, February 13, 2020 - 11:30am1:00pm
On Media
910 E. Osborn Road
Suite C
Phoenix, AZ 85014
United States
Registration Deadline: 
February 13, 2020 - 1:00pm

Today, Retirement, and The End---A Checklist For You

As a woman in business, you are pressed for time on all sides and usually put yourself on the back burner, personally and professionally. This conversation forces you to think about life for a moment: what you want and what you have in place to assure what you want actually happens. This is personal and business combined, because you wear many hats. Do yourself a favor and take time out for you today and leave with a checklist of your next steps.

  1. Today-identify three “what-ifs” and how you would handle those

  2. Retirement-three keys to financial peace in retirement

  3. The End-three steps to leaving a legacy, not a mess

About our speaker: Marie Burns, Financial Advocate

Marie Burns, a Certified Financial Planner (CFP®) with insurance and securities licenses, has been advocating for clients as a financial advisor for almost 20 years. Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, hosts a podcast and has an independent advisory practice called Focus Point Planning. She enjoys cooking, reading, walking, hiking, Zumba and especially creating memories with family and friends.

Meeting will be held in the conference room on the 2nd floor. Currently no elevator access. Parking is in the back lot (do not park in covered parking).

Please feel free to bring your own lunch and beverages.

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