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@pcrg.com
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Peggy Haslach, Cfp®,Clu® is listed as Financial Planning for Women & LGBTQIA+ Doctors | Veterinarians | Attorneys & Business Owners. Together we are Planning For Good! at Planning for Good, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at pcrg.com, phone signal with area code 206, and a matched LinkedIn profile for Peggy Haslach, Cfp®,Clu®.
Peggy Haslach, Cfp®,Clu® previously worked as CERTIFIED FINANCIAL PLANNER™ Professional at Planning For Good and Speaker & Author Dedicated to DEIB in #FinancialServices and Planning for Women and LGBTQIA+ at Peggy Haslach. Peggy Haslach, Cfp®,Clu® holds Ba, Economics from Stanford University.
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AeroLeads found 1 current-domain work email signal for Peggy Haslach, Cfp®,Clu®. Compare company email patterns before reaching out.
You’ve made the right moves – in the end, you put the pieces together: your business, your life, your goals and beliefs, even your savings and your retirement account. But now that you have the pieces, how do you fit them all together into one cohesive picture? You don’t need someone to take over and tell you what to do with your money. You do not need to talk to a Wall Street Bull. You need a well-rounded adviser, someone who isn’t just interested in your bank account and your investments, but in your whole life, what you are passionate about, and how your finances fit into it. You need someone who talks to you, not to your money.You can use your investments to support yourself and the goals you believe in, whether it’s saving for a particular cause, or socially responsible investing, or something else close to your heart. Your financial life doesn’t have to be a black box, where you put money in and returns come out. You can do well while doing good.I’ll sit down with you and help you assess everything you do and how it all fits together. I create an environment where you can feel safe sharing your doubts, where you feel supported in your desire to gain control of your life, and where you become more confident in your ability to make smart financial decisions and build your financial stability. I’ll advise, not dictate. And I’ll help you discover what’s possible.These are the services I typically offer my clients:• Portfolio review and evaluation• Cash flow analysis and budgeting• Philanthropic planning• Retirement and longevity planning• Risk management (insurance policy review)• Financial planning tools• Retirement account investment analysis and allocation• Subscription-based financial planning• Other services specific to your situation that fall under the scope of financial planning.Registered Representative: securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Planning for Good are separate entities. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.[BTW, my birth name is Margaret Haslach, but everyone knows me as Peggy or Peg][Common misspelling are Peggi Haslach, Peggy Haslack, Pegi Haslach, Peggi Haslack, Margaret Haslack]
Listed skills include Training, Small Business, Management, Coaching, and 8 others.
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Peggy Haslach is a CFP® Professional. She works with female and LGBTIQIA veterinarians, medical professionals and practice owners across the country. She lives in the Pacific Northwest with her wife and 4 Border Collies.
Seattle, Wa, Us
Keynote Speaker, Author, Educator and Podcast dedicated to Diversity, Equity, Inclusion and Belonging in the Financial Services Industry and related industries. Topics also include planning needs for women and LGBTQIA+. I am not your father’s financial advisor. Women and anyone who thinks like women know they have different needs when it comes to financial services. They want to work collaboratively with people who understand and share their same values. My goal is to bring a different perspective to the table so that we can change the face of financial services from both the professional and the client’s prospective.Topics:• Planning With Pride.• Insurance Needs For Professional Womxn & LGBT.• Growing a Diverse Network.• Expanding DEIB Initiatives to Attract and Retain a Diverse Team.• Investing In Your Values.
Fairfield, Ia, Us
Peggy Haslach is a CFP® Professional. She works with female and LGBTIQIA veterinarians, medical professionals and practice owners across the country. She lives in the Pacific Northwest with her wife and 4 Border Collies.
Licensed Independent Insurance Agent - Health & Life, WA
Broker of LegalShield (life events legal plans), Identity Theft Shield (full restoration identity theft protection) and GoSmallBiz.com (small business plans).
Senior Transitional Specialists:*Senior Move Management*Estate Liquidation*Downsizing*Virtual Property Liquidation*Small Business Change Consultant
• May 2008 – Mar. 2009 DIRECTOR OF MEMBERSHIP SERVICES• Jan 1999 – May 2008 DIRECTOR OF SYSTEMS AND PROCEDURES• Aug. 1993 – Jan 1999 Operations Manager – The Spectrum Club at Howard Hughes Center• Feb.1992 – Aug. 1993 Fitness/Operations Manager – The Sports Connection Health Club, • Jan.1991 – Feb. 1992 Fitness Manager – The Sports Connection Spectrum Club • Nov. 1986 – Jan. 1991 Food and Beverage Manager – The Sports Connection Spectrum Club.
Transition Specialist:• Centralized all Membership Service and processing functions into The Sports Club Company Corporate Office. The change resulted in an increase in productivity by streamlining processes and also resulted in the reduction of 22 employees and $265K in payroll costs per year.• Champion for all Membership and Accounting processes as part of a companywide Process Enhancement Program (PEP). Analyzed all processes related to the processing and billing of memberships. Developed solutions and implemented changes that led to streamlining and automation of several processes from the initial point of sale through the lifespan and cancellation of the membership.• Set-up accounting/membership processing departments and converted membership billing system in 4 clubs purchased in 1999.Program & Project Professional:• Integral member of development and testing team for The Sports Club Company’s MARS system, an in-house proprietary membership accounts receivable and sales prospecting system.• Led the conversion team in the roll out of the MARS system. Trained all users from the line staff to upper management. Developed all training materials and schedules. Converted 8 clubs in 10 months.• Integral member of the new-club opening team. Set up and trained the reception and accounting/membership processing departments in 7 clubs opened in 2000, 2001 and 2003.• Developed and implemented employee membership program as part of the employee benefit package.• Opened and operated The Sports Club’s first in-club food and beverage operation.Efficiency Expert:• Process champion for companywide retention program resulting in 2000 calls per month made to inactive members.• Implemented procedures that reduced the number of member statements by 50%.• Implemented procedures that reduced the number of returned charges by 8%.• Increased Fitness Department revenue by 56K while reducing costs by 41K in one year.
Managed food and beverage operation for a private country club. In CCA’s Associate Manager Program, a training and development program for future club managers.
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Peggy Haslach, Cfp®,Clu® works for Planning for Good.
Peggy Haslach, Cfp®,Clu® is listed as Financial Planning for Women & LGBTQIA+ Doctors | Veterinarians | Attorneys & Business Owners. Together we are Planning For Good! at Planning for Good.
AeroLeads has found 1 work email signal at @pcrg.com for Peggy Haslach, Cfp®,Clu® at Planning for Good.
AeroLeads has found 2 phone signal(s) with area code 206 for Peggy Haslach, Cfp®,Clu® at Planning for Good.
Peggy Haslach, Cfp®,Clu® is based in Greater Seattle Area, United States while working with Planning for Good.
Peggy Haslach, Cfp®,Clu® has worked for Planning For Good, Peggy Haslach, Cambridge Investment Research, Inc., Finity Group, Llc ®, and Pacific Capital Resource Group.
You can use AeroLeads to view verified contact signals for Peggy Haslach, Cfp®,Clu® at Planning for Good, including work email, phone, and LinkedIn data when available.
Peggy Haslach, Cfp®,Clu® holds Ba, Economics from Stanford University.
Peggy Haslach, Cfp®,Clu® is listed with skills including Training, Small Business, Management, Coaching, Customer Retention, Fitness, Leadership, and Sports.
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