Helping Women Piece Together
Their Financial Future
Did you know that a whopping 92% of women have the desire to learn more about financial planning?!*
Hear What Cheri Has To Say!!!
Now, more than ever it is important for women to understand why they need a financial strategy. With evolving roles and increasing responsibilities, women are seeking out ways to become more knowledgeable about their finances.
Learn the following keys to enhancing your financial strategy:
- Do you have a financial strategy to create income and preserve capital for a 30+ year retirement?
- How to identify and solve for potential income gaps in your current retirement strategy.
- How much can you safely withdraw annually from your retirement savings to help ensure an income that lasts?
- How today’s economic environment might challenge traditional assumptions about asset allocation.
* Fidelity Investments Money Fit Women Study, 2015
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