Corporate Responsibility

We offer several financial management workshops, many with a woman's focus.
My educational workshops will present financial basics and help you understand some sophisticated financial concepts.

You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning, retirement planning, and estate conservation.

These workshops are free, and no financial products will be offered for sale during the presentations.

I will cover important financial concerns many people have, such as paying for college and long-term care, saving on taxes, and retiring in comfort.
And I have special information for women who are divorced or widowed:

  • Tax implications
  • Estate planning
  • Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.

Upcoming workshops to be announced.


 

 

 

 

Summit Brokerage Services, Inc., its affiliates and Terri-Ann Lindo do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.