Women live longer than men yet most married women leave the investing decisions to their spouse.
Did you know that 74% of divorced and widowed women find out during this awful time in their life that the household finances are worse than they thought.
You need to be involved in the Investing decisions of your household so there are no "Unfortunate Surprises".
There are so many myths the internet has created around investing which prevents many women from being engaged in the investing conversation.
You don't need to pick stocks, constantly monitor the Federal Reserve or be a math expert in order to be a successful investor over the long term.
This seminar is for you, if you want to learn why it's so important to start with a financial plan, set goals and invest for the long term to meet those goals so you have financial peace of mind.
60 minutes of Primary training where you will learn all you need to know to build your Money plan
set goals and learn how you match investing for those goals.
Plus additional Time for Q&A
You will also learn how to understand Risk and the different types of Investors so you know where you fit in., and, you will walk away knowing how Financial Advisors approach long term investing so you can speak to them in their language.
The Financial Industry has Way Too Much Jargon so this entire Training will be in Plain English so everyone can learn and understand!
I'm Debra Ohstrom, CFA and I have worked in the Financial Industry for over 27 years at firms such as Merrill Lynch, Morgan Stanley and Allianz Global Investors. I have had various roles over the years
but it's all involved personal finance and investing to enable clients to achieve their goals.
I have earned an MBA in Finance as well as the Chartered Financial Analyst designation and want to bring all of my experience directly to you.
uNDERSTAND THE TOP myths AROUND INVESTING AND why TO
think long term
Learn about matching your financial goals to your investments
uNDERSTAND different types of investors and how to understand risk
The basics of long term investing and building wealth
A workbook to use
to write it all
down!
Recieve a coupon for an additional investing course as well!
Ready to get started
sign me up!