Recorded Webinar Financial Wellness: Commonly Overlooked Financial Details in Today’s Households
Many of us know that we’re not fully engaged with our overall financial picture or aware of the potential we can reach with our earnings and savings. It’s time for us all to have ownership and understanding of our financial futures.
Avoid the common pitfall of not being engaged with your overall financial picture! You will come away from the webinar with 15 ‘nuggets’ to shore up your understanding and control of your financial situation – such as a better understanding of your investment holdings, checking on your benefits offered at work, getting more from your life insurance, and why everyone needs an estate plan in place or what might need to be revisited. Each ‘nugget’ will be an invaluable tool to taking greater ownership of your own finances.
Access the recorded webinar on the Smith College website or download Karen’s slide deck ‘Commonly Overlooked Financial Details in Today’s Households’.
Karen Van Voorhis, CFP, Vice President of Wealth Management
Karen has worked in fee-only wealth management and planning for more than 20 years. She is Vice President of the Wealth Management group at Sapers & Wallack, in Newton, MA. She helps individuals and families navigate all aspects of their financial lives, including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has primarily worked for small, privately-owned, boutique wealth management firms in the greater Boston area since graduating from Smith College in 1995..
This webinar is part of the Smith Women Connect Webinar Series and is available as a free service thanks to the generous support of Smith alumnae and donors.