Take Time to Thrive: Conversations + Collaborations host Kelley Connors, MPH, Life Work Coach and Author
Date: Wednesday, July 21st, 2021
Time: 12:00 – 12:30 p.m. EST Via Zoom + Audience Q&A
Register Here: https://mailchi.mp/61cac9033b77/mc36gjdsan
A Complimentary Event Sponsored by: Take Time to Thrive, A Co-Lab with Women Leaders and Entrepreneurs
Women on Wealth, By Women For Women Podcast
By Julina Ogilvie
Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies everyday financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!
Featured Guest: Deborah Pratt Johnson Burns is our guest today, talking about the importance of financial literacy and what steps you can take to ensure that you and your family become more knowledgeable and prosperous!
Deborah Pratt Johnson Burns, Financial Mentor, Educator, and Founder
Literacy to Legacy Mentors™ Reframing Your Financial Future
Featured Guest: Jodi Okun, Founder, College Financial Aid Advisors
One Of The Nation’s Leading College Financial Aid Experts + Literacy to Legacy MentorsTM Strategic Partner
Author: “Secrets of a Financial Aid Pro: Master the College Funding Process and Give Your Child Lifelong Financial Skills Without Losing Your Cool”
Maximize Your Assets Using My Winning Year-End Estate and Tax Planning Strategies!
Fred Bollaci, Trusts & Estates Attorney, MBA, with 20-years of experience guiding individuals, families, and retirees in the State of Florida, will be my Financial Freedom Education Series special guest via Zoom on Wednesday, October 27 th from 5:30-6:00 p.m. EDST for Part One, and Wednesday, November 17 th , from 5:30-6:00 p.m. EDST for Part Two.
In Part One, Fred will share his winning strategies that have helped his clients not only maximize their assets, but also have helped them to build a legacy for generations to come.
Fred will expertly intepret and explain each of the new laws, how they will affect your estate and your bottom line, and what steps to take to protect your assets.