Philadelphia Community IN-PERSON EVENT - Financial Wellness Workshop for Women
Date/Time
9/18/2024
6:00 PM - 8:00 PM EST
6:00 PM - 8:00 PM EST
Event Registration
Event Type(s)
Local Community Events
Event Description
This event is open to all members of The WIT Network, including those with Community Memberships.IN THIS SESSION WE’LL DISCUSS: Importance of understanding the foundations of various financial concepts which are critical to women’s long-term financial well-being.
Five common financial topics: Saving, Investing, Protecting, Retiring and Wills & Estate Planning. (Including: compound interest, asset allocation, various insurance types, retirement income, and estate planning tools.)
All attendees will receive our “Personal Risk Profile” – a great tool to help make informed financial decisions, including asset allocation and diversification.
Jim & Lisa Burns, husband and wife team with CREATIVE Financial Group, invite you to a complimentary “Financial Wellness Overview” session designed to help increase your financial confidence.
ABOUT Lisa and Jim Burns:
Lisa is a former Microsoft employee with a marketing background and a passion for empowering women to take control their financial futures. Her young adult years began with a tumultuous divorce and single motherhood, leading to high anxiety and worry due to her lack of financial confidence and resources. Since remarrying Jim in 2008 and blending families, Lisa has shared her story to inspire women to embrace change and prepare themselves financially for unexpected life events. In 2020, she had her "Ah-Ha" moment, taking a leap of faith to join Jim's financial planning practice as an advocate for financial education and wellness, with a specific focus on supporting women.
Jim began his career in financial services with CREATIVE Financial Group upon graduation from Penn State in 1993. With over 30 years of experience, he has been dedicated to assisting individuals, families, and business owners in developing tailored financial plans and retirement strategies that align with their distinct needs and priorities. As a father and business owner himself, Jim recognizes the significance of planning for the security and welfare of both oneself and loved ones. Jim holds Series 6 and 63 Securities licenses, while both he and Lisa are licensed in Life, Accident, and Health Insurance.
Wednesday, September 18, 2024
6:00-8:00 p.m. Eastern Time
Location
CREATIVE Financial Group
16 Campus Blvd.
Newtown Square, PA 19073
UNITED STATES
click here for Google Maps
16 Campus Blvd.
Newtown Square, PA 19073
UNITED STATES
click here for Google Maps
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