Our Calendar
I offer several financial management seminars, many with a woman's focus.
My educational seminars 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 strategies, retirement planning, and estate conservation.
These workshops are complimentary, 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:
I will update soon
Lee Investment Management and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.