Upcoming Seminars

Taking Control
Financial Strategies for Women

Course Consists of One 2-Hour Session

Available Venues
Social Organizations
Corporate Education


All sessions: 2 hours

Women today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities can get in the way of planning for a comfortable financial future. But by taking care of yourself financially, you may be able to take better care of the ones you love.

These concerns are addressed in my upcoming Taking Control workshop, which focuses on personal finances from a woman’s perspective. The educational presentation is designed to help you strengthen your financial future and covers these important action items:

  • Getting your financial house in order
  • Preparing for the unexpected
  • Putting your money to work by investing
  • Building a healthy nest egg for retirement
  • Facing financial hardship
  • Addressing estate and legacy issues

The workshop offers sound, practical strategies that you can use immediately. I’ll also cover specific information for women who face divorce or widowhood, as well as many other concerns that could directly affect your finances, such as maintaining good credit and maximizing Social Security benefits.

Everyone who attends will receive a full-color, 20-page workbook filled with a wealth of information and exercises, which are designed to help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.

The workshops and insurance sales presentation is for informational purposes only. Neither Horizon Wealth Strategies, LLC, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. Horizon Wealth Strategies LLC is independently owned and operated from NYLIFE Securities LLC and its affiliates. All investing involves risk, including the possible loss of principal. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Mark D. Olson, Irene Stolte, Michael A. Ferrara are Financial Advisers offering financial planning and investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency , 21 Maple St., Somerville, NJ 08876 & 379 Thornall St., 8th Floor, Edison, NJ 08837.