Plan Like A Woman
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Plan Like A Woman

Women face unique planning needs. Knowing where to start and how to achieve financial liberation can be confusing and intimidating. Katerina Hencova of Continuum Consulting Group will lead this breakfast seminar.

5/16/2018
When: May 16, 2018
7:30 AM
Where: Big Canyon Country Club (Check Marquee on day of event for room location)
1 Big Canyon Drive
Newport Beach, California  92660
United States


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Women face unique planning needs.  Knowing where to start and how to achieve financial liberation can be confusing and intimidating.  Katerina's proficiency in the nuances of planning for women allows her to deliver detailed strategies and steps toward achieving one's financial and life desires.  This breakfast seminar will provide the following:

  • The importance of having a comprehensive financial plan and concrete techniques for effective planning
  • Planning differences between women and men and how we can address our planning needs
  • Common financial mistakes women make in planning for their future
  • Multi-faceted challenges faced by women and how to overcome these hurdles
  • A personal financial plan

Tickets:

WSC members: $38/person, includes parking and breakfast

Non members: $45/person, includes parking and breakfast

About Katerina

Katerina passed the Certified Financial Planner exam (CFP exam) and has over 10 years of experience in the financial industry.  She regularly helps female clients achieve their financial and life goals.  She holds a position on the Executive Committee of the Women's Philanthropy Board of Directors and finds personal fulfillment in empowering women through knowledge and by providing improved financial literacy.

Katerina Hencova is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor.  Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.  Continuum Consulting Group is not an affiliate of Lincoln Financial Advisors Corp.  Katerina CA Insurance License #0G22390 CRN-2095777-041918

 

 

Wharton Club of Southern California
123 Street Address, City, State 00000
(123)-456-7890