Join us for a four part series with Alise Kelehan with New York Life. During this series, we will dive into ways to create financial stability and investments.
In our first session, we will start our financial planning journey by determining each of our personal values and financial goals. We will reflect on the time frame for these goals and which ones to prioritize. Then, we will take the first step in planning by understanding "Risk Management." We will discuss various insurance options and how to properly protect our assets.
This series is open to women only. We want to create a space where everyone feels comfortable to ask questions and grow. We encourage attendees to make every effort to attend all four sessions. Each session builds on each other.
More About Our Speaker:
Carmen Alise Kelehan works with New York Life Insurance Company. She specializes in Financial Planning for female professionals and entrepreneurs. She is a Louisiana native, raised in Slidell. She consults with more than 50 small business owners in the New Orleans and surrounding areas. Alise is is extremely passionate about helping others attain long-term financial security and wants to help arm more women with the best tools possible to make the smartest decisions with their money. She has been working in the financial industry for over 6 years and is designated as a Financial Services Certified Professional through the American College of Business. She has a Bachelor's in Business Administration from the University of Southern Mississippi and is currently working to attain other designations as a Chartered Financial Consultant and a Certified Financial Planner.
*This series is free. PRE-REGISTRATION IS REQUIRED.*