3 Reason Financial Planning is Different for Women

 3 Reasons Financial Planning is Different for Women.

Did you know that women need a different approach to their financial planning than men?  Gaining knowledge about these differences can dramatically impact a woman's long term financial security.  

 During this program, Jamie will:

Provide an overview of the steps women can take to achieve long-term financial stability and security.

Identify the areas of focus: including the protection of income and assets, growing wealth through strategic investments, and retirement and estate planning.

About Our Speaker:  

Jamie Houston is a native of Cleveland, OH.   She is a graduate of Cornell University and has her CFP®, ChFC®, CLU® and CLTC® designations. 

Jamie became a client of NM in 2008, while working in hotel management in Las Vegas.  She became a financial advisor in order to have a greater impact in the lives of her friends, family, and colleagues as their trusted advisor. 

Jamie's mission is to motivate people to find financial confidence with meaningful planning. Jamie and her team partner with wildly successful, busy people - especially women - to intentionally make strategic progress toward their goals and priorities.

She is married to Robert, and enjoys spending time with their young children, Scarlet Addison and Drake Alan. Jamie is a Kappa Delta. She also enjoys traveling, sailing, hiking, singing, dancing cooking, and baking.

Free for members        $20 for non-members

Location: Rockside Square, 6155 Rockside Rd Bldg.#1, Lower-Level Conference Rm. Independence, OH 44131

FREE parking, coffee, and healthy snacks provided. 

Don't forget to bring your donations for our charity

Connecting For Kids

  

Yana Solomonik, Reliance First Capital

Thank you to our 2025 Speaker Sponsor: 

Let's stay connected.

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