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WE Thrive Together – How Women Can Save Money on Taxes and Prepare for Financial Freedom
Tuesday, February 20, 2018 @ 12:00 pm - 1:30 pm
How Women Can Save Money on Taxes and Prepare for Financial Freedom
• What retirement plans are available to business owners?
• How does contributing to a retirement plan reduce my taxes?
• How does contributing to a retirement plan create financial freedom?
We will consider financial freedom and retirement planning specifically for women and their needs, addressing their biggest fears in retirement.
I started my financial coaching business January 1, 2017, after retiring as a financial advisor of ten years, where I advised over 850 clients and managed a portfolio of over $50 million in investments. My motto was to treat clients as I wanted to be treated, and my clients were my biggest advocates. I am also a CPA and worked for Ernst & Young, CPA’s as a Senior Manager in the consulting department. I gained corporate experience as a corporate controller for Pfizer, Inc., and banking experience as a commercial loan officer with Bank of America, making $1million loans to corporations for their business needs. I received my MBA in Finance and CPA certificate from California State University, San Bernardino.
My son, Clinton, and daughter, Lauren, are the pride of my life. I enjoy being Grammy to 3 grandchildren in Philadelphia. My greatest joy is gained from empowering women to embrace their wealth.Download Flyer