Empower Women Pod - The Encore

EWS- Navigating Divorce- How your Financial Advisor Can Help

Informações:

Sinopse

We’d like to thank you for attending our September 14th Empower Women event, Navigating Divorce- How your Financial Advisor Can Help, hosted by Betsy Lavoie, CFA and Susie Panduku, CPA, CFP® of Lexington Wealth Management. Divorce can be both emotionally and financially draining.  Working with a financial advisor can help one stay on track, make the process of pulling together financial information not onerous, and help one in understanding what a particular settlement means for a unique situation.  Betsy and Susie discussed the importance of having a financial advisor to turn to for support as you or someone you care about prepares for a significant life change. Elizabeth Lavoie, CFA, has been working closely with wealthy individuals and families for more than 16 years. Prior to joining Lexington Wealth Management, she spent more than nine years as an Investment Officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutio