Savvy Women
Invest on Purpose
Preparing Your Investment Portfolio for a Volatile Election
Join ProVise President Eric Ebbert, CFP® for a timely virtual event where we discuss how the 2020 presidential election could affect your investment portfolio. We’ll talk about strategies to minimize risk and protect your investments.
Thursday, October 15th at 2:00 pm
Led by Susan Washburn, CFP®, JD
Senior Financial Planner
- Discover the purpose of your money
- Leverage your feminine strengths to get smarter with your money
- Learn how to make planning simple in a language you understand
MEET YOUR PROVISE TEAM
Our team at ProVise has decades of experience in helping hard workers like you to enjoy your lifestyle today and your retirement years tomorrow. For over 30 years, our clients have trusted us with their financial planning and financial assets.
If you’re ready to begin living the life you want now and planning for your future retirement, it’s time to talk to a CFP® professional at ProVise. Contact us today to schedule your complimentary consultation.
Nancy Croy, CFP®, MBA
Executive Vice President
Evelyn Sheridan, CFP®
Senior Financial Planner
Debbi Shamley
Financial Planning Associate
Schedule a Complimentary Consultation
Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
Maximizing Your Social Security Benefits: Why It’s Never Too Early to Plan for Retirement
Are you one of those people who shrug off the thought of Social Security because retirement seems light-years away? Think again. Planning for your Social Security benefits isn’t just a task for the golden years—it’s something you should be doing now. Let’s dive into why.
The Gift of Financial Literacy at Any Age
The holiday season is a time for comfort, joy, and celebration. As we gather with family and friends, it’s also the perfect time to have meaningful conversations with the ones we love. In a world driven by economic complexities, the importance of financial literacy cannot be overstated.
Protecting Generational Wealth: Key Tips for Securing a Lasting Legacy
Asset protection is one of the most important, if not the most important, financial planning areas for physicians. However, we’ve found that it isn’t a topic that gets enough coverage in the personal finance community and in today’s litigious environment, it is vital that you have an asset protection strategy.
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