As life changes, so do your financial needs, but the financial journey is typically ... financial challenges and specifi
Time to Invest in Yourself
You’re invited to a special workshop…
“10 Things Every Woman Should Know About Her Finances” As life changes, so do your financial needs, but the financial journey is typically different for men and women. Every women needs to have a plan that addresses her unique financial challenges and specific needs. A longer lifespan, a lifestyle that may take her in and out of the workforce, and lower lifetime earnings may be just a few of the reasons. Take the time to find out how you can plan for a sound financial future by attending this workshop. Enjoy meeting other like-minded women, networking, and learning from each other.
Thursday October 2, 5:30-7:00pm Lafayette Library - Oak Room 3491 Mt. Diablo Blvd., Lafayette
CLICK HERE TO RSVP NOW OR Call (925) 283-2733 or
[email protected] Jeffrey M. Stark, MBA, CFP® Financial Advisor Member FINRA/SIPC
Jeff is proud to be the first financial advisor in the greater San Francisco Bay area to earn the prestigious Women’s Choice Award® for Financial Advisors and was featured in USA Today as one of the First 100 recipients nationwide to earn this designation. This award affirms Jeff’s commitment in addressing the financial needs of women and their families, including a specialty of serving women in transition. The Women’s Choice Award® by Women‘s Certified, Inc. is the premier award for advisors who provide quality service to their female clients and support the empowerment of women. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.
