Agency Vice President - President'S Team
CurrentDo you have your finances in order? Do you know how to accumulate wealth? What will happen to your finances if you were to become ill/injured and are unable to work, or if you were to die too soon? Do you ever worry that you'll outlive your retirement savings? Here at Five Rings Financial, we take an education-based approach to helping middle Americans protect and grow their income while building a safe, reliable savings and retirement. We are committed to educating our clients on how money works so they can make the right decisions. The key areas that I focus on are:• Life Insurance with Living Benefits• Tax-Free Retirement Planning• Retirement Savings Preservation and Accumulation• Lifestyle Protection and Income for Life• Business Preservation• Distribution and Legacy PlanningMONEY 101 WORKSHOPMoney 101 is an educational workshop for those seeking to learn concepts and principles about money, things we didn’t learn in school or from our parents. Learn how to grow and protect your money for college funding, retirement planning, business preservation, or simply wealth accumulation with money you never knew you had while enjoying friendly company.WINE, WOMEN, & WEALTHOur vision is to educate and encourage all women, while guiding them to financial success through education, support, and mentoring. We are building a community of women who desire to expand their knowledge about money and building wealth. Wine, Women & Wealth is a combination of networking, girls' night in via Zoom or out via in-person events, financial education, and of course wine tasting. You do not have to be a wine drinker to attend this event.