Webinar Series To Empower Women With Financial Knowledge

This online program will empower women to make informed decisions about their financial matters. These four 1-hour webinars cover the most important financial matters without getting lost in the weeds. Visit PlanPrep.com and click on events.

These four one-hour classes cover the important financial matters for women without getting lost in the weeds. The online program draws from Burt Williamson's unique experiences from his 16 year career in working with women, couples, business owners and other financial advisors all across the country.

Whether women are married, single or become suddenly single down the road, there are certain questions that are important for them to consider:

• Do you understand your current financial position?
• What are your life goals, dreams, and wishes?
• Do you know if you're on track to achieve them?
• When will you be able to retire without the fear of outliving your money?
• What other things are important to consider?

PlanPrep will address these questions and much more. 10% of all course fees will be donated to Breast Cancer Research. Women are encouraged to have any daughters or significant others attend with them as well. Classes are $89 each or $239 (a 30% discount) for the entire four week package. All classes start at 10 A.M. on Saturday mornings. Attendees will receive worksheets each week to document their journey.

January 14: The Gender Gap, The Economy, Advice and Decisions to Make, The Psychology of Money, Clarifying Your Goals and Values, Understanding Your Cash Flow, Your Current Financial Position

January 21: Saving, College Planning, Retirement Planning, Pension Decisions, Social Security, Required Distributions, Roth IRAs, Those Pesky Income Taxes, Access Planning

January 28: Investments (finally!) - types and strategies - Insurances (there are a lot!) - Life, Health, Disability, Long Term Care, Property & Casualty, Liability, and Business - Annuities - Record Keeping

February 4: Business Owner Issues, Estate versus Legacy Planning, Family Legacy, Social Legacy, Charity and Taxes, Putting Your Empowerment into Action!

For more information, please visit PlanPrep.com and click on the Events tab, or contact Burt Williamson directly.

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Tags: Burt Williamson, Certified Financial Planner, Empowerment, Financial planning, money matters, PlanPrep, women


About PlanPrep LLC - Helping you take charge of your financial future

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Burt Williamson
Press Contact, PlanPrep LLC - Helping you take charge of your financial future
PlanPrep LLC - Helping you take charge of your financial future
5195 Corte Estima, #110
Camarillo, CA 93012
United States