WOMEN AND WEALTH

PLANNING FOR 2021 DURING THESE UNCERTAIN TIMES

Jeff Simon, CFP, a Financial Advisor with Wells Fargo Advisors, and First Vice-President of Investments, will review the markets and a few manageable steps designed to help you continue to navigate 2021 and towards reaching your goals.

What you can expect to learn:

• Understand key risks in retirement
• Review your goals and priorities
• Navigating market volatility
• Assessing your current personal situation
  

About Jeff

As a Financial Advisor with Wells Fargo Advisors, Jeff's clients share
their values, dreams, needs and goals with him. He listens and helps
them understand their options. Jeff works with his clients to make
smart choices about their money and develop a plan that reflects
their own unique situation, while putting his knowledge and
experience to work for their benefit.

The YMCA EDUCATION SERIES (YES), formerly the Adult Education Series, is a series of presentations offered by experts in their field who share their expertise regarding topics of interest to our community as free live programs which are also recorded as podcasts and made available on the NSYMCA YouTube Platform. www.nsymca.org/yes

Register Now!