VLS Webinar | Financial Planning and Investment Basics
This webinar is part of the WiM Virtual Learning Series.
This event will take place on Zoom; details will be sent via email after registering.
Financial Planning and Investment Basics
When: December 12, 2023
11:00 a.m. - Noon EST
Presented by: Karen Lomas
After registering, you will receive a confirmation email with instructions for accessing this webinar via Zoom.
More About Karen Lomas
Karen helps her clients work towards their goals and plan for the important things in life such as retirement, business transition and family planning. She is a bi-lingual professional who specializes in working with small businesses of 1-150 employees. She strives to provide value to clients through a high tough experience and ensures her practice is accessible and customized to her clients' specific needs.