Minnesota Offices – 320-587-3444
Ohio Offices – 877-842-9535
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Retirement Income and Distribution Planning
Wealth Transfer and Legacy Planning
Asset Management and Wealth Protection
Private Wealth Management Blogs
More women are working and taking charge of their own retirement planning than ever before. A Retirement Income Roadmap for Women Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through...
You were having a great time on your vacation - until your toddler woke up from her nap with a fever. If you were at home, you'd take her to the pediatrician right away and rely on your health insurance to pay for her care. But what do you do now that you are miles...
Child care, like a car, comes in a variety of models. You can choose among a variety of child-care situations, depending on your needs and the needs of your child. Child Care Advisory services through Cambridge Investment Research Advisors, Inc., a Registered...
Private Wealth Management Events
Gather, Learn, Envision
Are you ready to be purposeful about your finances? Are you ready to take confident steps toward the vision you have for the future?
We invite you to join us for a monthly workshop experience unlike any other. Over the next four months, we will provide a convivial environment for you will learn the key basics of personal finance while finding what it is you truly want in life. You will learn the benefits of investing as well as methods to help you achieve your pre-retirement and retirement goals. By the end of the four months, we hope you walk away with personal confidence about money, a vision of your future self, and an action plan to help you navigate your way toward achieving the dreams you unearth during this process.
Led by Financial Advisor, Cheryl Norman, who works to help women become more financially literate and financially secure. Workshop dates and specifics available on the back.
Tuesday, September 12, 2017 – Prosperity Picture
An interactive workshop designed to get you thinking about your success with money and in life.
Tuesday, October 10, 2017 – Becoming Your Own Prince Charming
Based off Barbara Stanny’s best-sellar Prince Charming Isn’t Coming, this workshop will guide you to breakdown personal barriers while crating a new personal plan of action
Tuesday, November 14, 2017 – Takaing Control, Investment Basics
This workshop will cover why you should invest and how to make the safe and smart decisions that come along with it.
Tuesday, December 12, 2017 – Taking Control, Retirement Savings Challenges for Women
Covering the challenges women face while preparing for retirement. We will cover the gender gap, long-term expenses, and sources of income.
Registration begins at 5:30, program start promptly at 6 and will finish by 7:45 each evening.
9680 Sweet Valley Drive, Suite B
Valley View, Ohio
email Cheryl or call 877-842-9535
to reserve your seat and your information-packed workbook today!
Feel free to bring a girlfriend along & RSVP for her as well.
Refreshments will be provided.