Financially Savvy Woman™ Newsletter

The Financially Savvy Woman™ Newsletter: Spring 2018


  • share
  • tweet
  • share
  • email

The Spring 2018 edition of The Financially Savvy Woman™ newsletter features an interview between Karen C. Altfest, Ph.D., CFP® and the speakers from our recent Women’s Financial Salon® event, Paul Palazzo, CFP®, COA and Ekta Patel, CFP®, covering topics including retirement, charitable giving and investing.

Financially Savvy Woman Newsletter – Spring 2018


Share Your Story

Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.

Get in Touch