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The Top 10 Financial Mistakes Women Can Make …and why these should matter to you Now! **Note New Date


Member Price: Free • Non-Member Price: $40

May 14 @ 5:00 pm - 6:30 pm


WA United States + Google Map
$40

Tickets

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Top Financial Mistakes Ticket
$ 40.00

Presented by

Darby Affeldt, DVM, RICP® | Financial Advisor

Location/Date & Time

Online via Zoom only

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

Time: 5:00p.m. – 6:30 p.m.

Description

The Top 10 Financial Mistakes Women Can Make…and why these should matter to you Now!

It is probably not a surprise to anyone to read that they may be making at least some financial mistakes, perhaps here or there, small or large, and some more than others.  It may be a surprise to read, however, that comprehensive financial planning is vast and complex.  I saw a coffee mug the other day which read “Please don’t confuse your Google search with my professional degree”.  The same could be said for financial planners/advisors.  Google is full of information, but devoid of the wisdom that only a highly trained professional could diagnose, design and execute for each unique individual.  Women face some financial challenges which are unique to them, and thus, are susceptible to mistakes; and mistakes can (and do) come at a huge price.  One example is financial literacy.  We aren’t taught this in school, and it’s not uncommon to find that women fear the topic and don’t feel empowered to understand their financial situation.  Time has a way of working for or against you, and the head in the sand approach won’t make it go away.  This talk will dive into some of the small and BIG mistakes that I see women make, and why it is critically important to your financial success to take a deeper dive into your own situation to make sure you aren’t taking these missteps; even if you think you’re all set!

Fee

  • Free for members of The Koa Club.
  • $40 for non-members of The Koa Club
  • 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!

** 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.

Details

Date:
May 14
Time:
5:00 pm - 6:30 pm
Cost:
$40
Event Categories:
,

Venue

WA United States + Google Map