Presented by

Darby Affeldt, DVM, RICP® | Financial Advisor

Location/Date & Time

Online via Zoom only:

*****Zoom link and meeting password will be sent out to registered participants*******

Time: 5:00p.m. – 6:30 p.m. Pacific Standard Time

Description

POSITIVE ACTION STEPS YOU CAN TAKE TODAY TO ADDRESS FINANCIAL UNCERTAINTY!

Has Covid-19 brought up financial uncertainty for you?  Whether it is related to your job security or your investments, for many of us there has never been a more obvious sign that we should make a plan.  In this lively and hopefully even fun and enlightening webinar, we’ll explore the immense value of taking positive and deliberate action steps RIGHT NOW to stress test your current financial situation.  Even if you believe you have a plan, it would never hurt to revisit it, test it for gaps or even opportunities.  You might find you’re in perfect order and that will bring additional peace of mind.  Or you might learn that there is work to do.  In the face of a lot of uncertainty, your financial life and success depends on your own personal actions, and that is one thing you do have some control over.  

Darby is also offering to meet for an hour, one-on-one at no charge (and never any obligation) (a $250 value) if you have questions/concerns, feel inspired by her talk or simply want a second pair of eyes on your financial planning. This can be done anytime at her office on Phinney Ridge and must be arranged directly with Darby.  She extends this to any members who cannot make the meeting as well!

Fee

• Free for members of The Koa Club.
• Because Washington State and a number of other states are extending the ‘stay at home’ order to help flatten the curve for Covid-19 until the end of May, we are extending a special invitation to other women who are non-members of The Koa Club to attend our events in April and May for free as our way of providing support to the larger community of women during this time of need (normally $40 for non-members per event).
• The Koa Club is also offering a special membership promotion until the end of May to help make the club and its programs more accessible to other women achievers, including those who may be economically impacted by the COVID-19 crisis (details below).

** THE KOA CLUB MEMBERSHIP LIMITED-TIME PROMOTION: If you apply and pay for The Koa Club annual membership during the period from March 15, 2020 to May 31, 2020, the annual membership fee for the first twelve months of membership will only be $125 (50% off from the regular annual price of $250/year). Just enter the promo code member50. This promotion does not apply to monthly memberships, is for new members only and cannot be combined with other promotions. To join The Koa Club, go to https://thekoaclub.com/membership/

About the Speaker

Darby Affeldt, DVM, RICP®, is an Independent Financial Advisor with North Star Resource Group. Spanning over two decades, Darby’s previous business/practice ownership inspired her to become a financial advisor specializing in working with medical professionals, business owners and retirement income planning. Darby has furthered her education to earn the RICP® designation, Retirement Income Certified Professional. This designation provides her with an understanding of how to effectively guide a client through the transition from their accumulation stage during their working years to their decumulation stage in retirement. The RICP® knowledge base allows her to provide value by developing solid strategies to establish sustainable income for a client’s retirement years.

Darby helps to protect and build wealth by offering a comprehensive and educational approach. Her areas of focus include wealth management, financial planning, investments and insurance strategies to help her clients to reach their personal and business goals. She coauthored Real Life Financial Planning for Veterinarians, teaches financial education at veterinary and pharmacy schools, teaches both retirement planning and business/practice planning courses at a Seattle community college, writes for multiple industry publications, offers webinars for practice owners and associations and is a frequent speaker at national medical industry conferences.

Darby is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific tax or legal situation. North Star Consultants, Inc., Insurance Products and Services| CRI Securities, LLC – Securities and Investments | Securian Financial Services, Inc. – Variable Products and Securities. Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated. University Avenue S.E., Minneapolis, MN 55414. 2770280/DOFU 10-2019.