East Valley Neighborhood NAWBO | NAWBO
 

East Valley Neighborhood NAWBO

Thursday, October 17, 2019 - 11:30am1:00pm
K’é in Mesa
126 West Main Street
Mesa, AZ 85201
United States
Registration Deadline: 
October 17, 2019 - 11:00am

Today, Retirement, and the End - A Checklist for You

If you want to save your family time, reduce worry and preserve family relationships, this presentation is just what you need! Money is the number one stressor in Americans’ lives. 90% of all women will eventually be solely in charge of their household finances.  Boomers are helping their aging parents as well. Join Marie Burns as she shares a checklist to reduce their financial stress so they can be more productive on the job. 

  • Discover how to avoid common estate planning mistakes.

  • Leave with a checklist to reduce your financial stress.

  • Learn ways to be charitable no matter what your situation.

  • Get financially organized, update your documents, and have peace of mind your wishes will be carried out.

About our speaker: Marie Burns, a Certified Financial Planner (CFP) with insurance and securities licenses, has been advocating for clients as a financial advisor for close to 20 years. She is a member of the Financial Planning Association nationally and locally, 100+ Women Who Care, Ahwatukee Foothills Friends and Neighbors, and Mountain Park Church.

Originally from Wisconsin, she has helped clients with their financial lives in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes and speaks and has her own practice with an independent Registered Investment Advisory firm. She enjoys cooking, reading, walking, hiking, Zumba and especially creating memories with family and friends.

Connect with Marie on LinkedIn, and follow Paper Lifesavers on Facebook.

 

Spaces are truly limited due to the small, intimate type of environment for this training, so make sure to RSVP and reserve your spot today. Remember you can bring your own lunch.