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

*Please note that neither Lee Investment Management LLC or Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.