Liz has over 30 years’ experience in the Financial Services Industry. She is licensed for Life, Accident and Health Insurance and has earned her FINRA Series 6 (Investment Company products / Variable contracts Limited Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Examination), and 65 (Investment Advisor) Registrations, and acts in a Fiduciary capacity for each and every client. Liz specializes in helping families and business owners achieve their financial goals by applying her comprehensive knowledge of the financial industry added to in-depth analysis to build resilient, strong plans that build financially strong and resilient families and businesses. Her goal is to help her clients avoid major financial setbacks and to simplify their financial lives. Liz is actively involved in her community through the Local Business and Professional Women’s Group, Love Upper Perk, and Quakertown Rotary Club. Liz has lived in East Greenville for over 30 years.
From Couple To Single – Whether you were the person who took care of the household finances, and especially if you were not, everything changes when you find yourself on your own. Learn how to get organized, protect yourself from financial pitfalls, and feel good about your financial future.
Longevity Planning – “I’m never going to be able to (or want to) retire”. At some point, however, the fact is that at some point, our lives will change such that it will be necessary to step away from the “workaday” world. Learn how to make your money last for as long as you’ll be needing it.
New Strategies For Paying For Long Term Care – Fact: 52.3% of individuals over the age of 65 will have some type of long term care need in their lifetime, and the costs keep rising. Learn strategies for repositioning assets and stretching the dollars available in the event they may be needed to pay for long term care.
Planning For Your Loved One With Special Needs – A discussion of the legal and financial tools available for planning a secure future for your special-needs loved one.
Women’s Financial Health Issues – By 2020, women are expected to control $72 trillion, or 32% of all wealth. Whether or not you are the person in control of the family finances now, chances are that at some point you will be. Find out what financial information is important for you to know and how to make it work for you.