Own Your Financial Future
Own your financial future:
6 ways to provide safety and security in your life
2019-2020 Lecture Series "Strong Women, Strong Communities!" in partnership with the Jewish Women's Foundation and the David Posnack JCC
Thursday, March 5, 2020 at the DPJCC
Lecture & Dinner
Facilitated by: Karen Roberts
Karen is a Wealth Planning Specialist and owner of The Emerald Financial Group located in Deerfield Beach, Florida. The philosophy of the Emerald Financial Group is to “Live for Today, Plan for Tomorrow.” Using a hands‐on approach, we educate and empower women and our clients to take control of their financial futures. Karen has 27 years of experience in the financial service industry. She graduated from California State University, Northridge in 1987 with a bachelor’s degree in business administration and an emphasis in economics. In 1997, she continued her studies through the American College and received her Chartered Life Underwriter designation. In 2003, she returned and attained her Chartered Financial Consultant designation. She recently continued her education and earned the designation of Certified Divorce Financial Analyst.
Own your financial future: 6 ways to provide safety and security in your life
1. Do not be a victim of money fraud
2. Plan for Long Term Illness
3. Medicare and social security planning
4. Talk to your family about money, especially the kids
5. Create your own ethical will
6. Leave a legacy
Includes lecture & breakfast
Must register by February 27.
Questions? Call 954-434-0499, ext. 370.