WEDNESDAY, FEBRUARY 3, 2016
Giant, Camp Hill
Deb Pajak and Leanne Via
What Smart Women Need to Know!
Only seven percent of women feel ‘very confident’ with their ability to retire with a comfortable lifestyle and ninety percent want to be more involved with their finances and financial planning. Our presentation will cover some of the topics women shy away from with financial and mortgage planning, whether it’s because of lack of knowledge, lack of time or fear. We want to help educate and inform women in a non-judgmental casual environment. Life is about transition and constant change. Making sure your finances flow with those changes will help give you the comfort and confidence to make smart financial decisions. Feeling empowered financially isn’t a privilege, it’s something you deserve.
Leanne is a licensed senior loan advisor with Fairway Independent Mortgage and has been in the mortgage planning field for over 14 years. Most mortgages are the result of some sort of life transition, such as job changes, family changes, or relationship changes, and helping her clients navigate through the mortgage process with ease and confidence is Leanne’s specialty. She feels the mortgage is an underutilized financial tool and approaches each case looking for the best solution to compliment her client’s financial plan, while helping clients feel comfortable and empowered.
Deb is a Financial Planner and Partner with uFinancial Group in Mechanicsburg, Pennsylvania and has been in the financial services industry for twenty one years. She is dedicated to helping her clients achieve financial peace of mind through education and comprehensive planning. Many of her clients are women in transition including those going through the divorce process, newly widowed, or are experiencing the management of their finances as a single person for the first time. She holds the CFP®, ChFC®, CLTC, CDFA™, CFBS and Series 7 designations.
JANUARY HAPPY HOUR
THURSDAY, JANUARY 21, 2016
The Garlic Poet, New Cumberland
SAVE THE DATE: 04/06/2016
You won't want to miss the Spring Evening Social. More information on the Spring Social will be coming soon.
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