Ellen Shiery
N/A
Annapolis, Maryland, United States •
$1,501 - $5,000
About
CERTIFIED FINANCIAL PLANNER available for financial wellness seminars for employee education
Speaking Topics
Signature Programs (6)
Women often face unique financial challenges and opportunities, particularly because they tend to live longer than men. Hear key considerations and strategies for women to weigh when planning their investments and financial goals, including Longevity and Planning, Smart Investing, Retirement Savings and Financial Independence.
Designed to help participants learn to budget, manage debt and set goals, this presentation offers tools for pursuing financial health.
Introduction to insurance options, the importance of beneficiaries, basics of wills and saving for emergencies.
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