Lee Investment Management LLC



14-16 Masons Island Road
Mystic, CT 06355


Office 860-460-3501



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 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:

I will update soon

Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.