Dealing with personal finances can be very stressful and might even keep you from getting a good night’s sleep. In the presentation, Peter will touch upon some of the main concerns that women face in financial planning as well as providing goal oriented solutions that are easy to follow and stick with as well as steps you can take to overcome your financial fears when dealing with Money, Financial Planning, and Investment Management. At the end of the session Peter will open up for a Q&A session where the listeners can ask about the financial issues that keep them up at night, and have a CFP give them tips and advice in how to deal with them.
Participants will walk away with concrete tips and advice that they can start implementing into their lives the same day. We will educate and empower them to manage their money better.
About Peter J. Creedon:
Peter is the Founder and CEO of Crystal Brook Advisors, a New York Registered Investment Advisory Firm. Peter is a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. He has over 15 years of experience in financial planning and investment management solutions.