Guiding women and women business owners to master their financial destinies! With an emphasis on women and the important people in their lives, Amy Lampert works with her clients to define, afford and live their best lives. Her passion for demystifying the world of money and investments for her clients led to the creation of a series of educational curricula and workshops on the 10 Dimensions of Financial Literacy which are offered to clients, companies and women’s groups throughout the country.Specialties:Presents workshops on wide range of financial matters, holds securities supervision and investment advisory licenses in Massachusetts, New York, Rhode Island New Hampshire and Florida. Uses a structured methodology to review and assess clients' financial health. Recommends uncommon strategies to help clients achieve their financial goals and dreams. Special interest in the financial literacy of women, diversity, and governance of small not-for-profits; effective functioning of groups at task; role effectiveness of leaders./COMPLIANCE:2024-955/
Listed skills include Retirement, Retirement Planning, Strategic Planning, Financial Analysis, and 1 others.