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.
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Our 3-point asset protection checklist to help you keep your money safe
Asset protection is an important component of financial security. During your financial planning journey, a CERTIFIED FINANCIAL PLANNER™...
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