Join us for virtual networking and an informative presentation on
What WBOs Need to Know about Retirement Income Planning Strategies
Just as financial planning is important for the success of one’s business, it is equally or even more important for the woman business owner (WBO) to plan for her own personal financial future. Today, Carol Richards, a registered account representative with Harbour Bridge Wealth Management Advisors, Summit, NJ, will present retirement planning strategies with that in mind.
SPEAKERCarol RichardsHarbour Bridge Wealth Management Advisors
Carol Richards is a registered account representative with Harbour Bridge Wealth Management Advisors, Summit, NJ. She is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. Her mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. As life circumstances change, so must the investment strategies used to meet one’s financial objectives. An often overlooked aspect of retirement planning is the amount of annual income an individual will likely receive from their investments. Carol helps clients select retirement income strategies that allow them to maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of their lives. Carol is a graduate of Williams Smith College with a degree in economics and she holds FINRA series 7, 63, and 65 licenses. She is member of NJAWBO, BW Nice, and Toastmasters, and away from the office she enjoys traveling and running.
CAR #0920-00201
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Harbour Bridge Wealth Management Advisors is a separate entity from WFAFN.
NJAWBO is all about building business relationships.
Women business owners from across the state are encouraged to attend, but all are welcome.
Hope to see you there!
NJAWBO encourages and supports business ownership by women.
The NJAWBO MetroEast Region includes members from Essex, Hudson, and Union counties.
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REGISTER ONLINE BY 6PM on 10/20/20: Free for members; $5 non-members.
No refunds.
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