"Live Confidently” Series
Please join us for our first edition of the “Live Confidently” series. Each quarter we will have an expert speaker on a different topic designed to inform and enlighten you about the things that affect your life! While our profession is and remains managing your money, we recognize that all aspects of life intertwine and our goal is to create and instill confidence for you to Live Confidently!
This quarter’s edition features Economist, Andrew Opdyke, of First Trust. He will be giving an update on the state of the financial markets and how to navigate the current economic climate. If you will be attending and/or have a question you would like addressed, let us know ahead of time with an RSVP to MSvendsen@focusfinancial.com.
When: Tuesday, September 29, 2020 from 3:00 p.m. - 4:00 p.m.
Where: WebEx Link
Dial In: 415-655-0003
Access Code: 133 668 0035
Please submit any questions in advance to Matthew Svendsen at: email@example.com
Lynn R. Daly
Owner & Financial Advisor
Daly & Associates
Financial Advisor Association
Daly & Associates
Your financial confidence is just around the corner - are you ready?
How confident are you? Take this quiz and find out:
Most of our clients are smart, capable women who have spent their lives serving others, but they are entering a new phase of life, making their financial future a top priority. They want to embrace this new phase of life but the fear and uncertainty about money is preventing them from moving forward. Their lack of financial knowledge is undermining their sense of confidence, creating fear and uncertainty.
They are ready to get more engaged in their financial life but want to be heard, feel valued and appreciated.
Whether they are suddenly single, married, retiring or inheriting wealth, they all seem to share the same concerns;
- Can I continue to live my lifestyle?
- Will I run out?
- How can I feel more confident in the decisions I make?
Our mission is to create an environment where YOU are the priority, where YOUR voice is heard and TOGETHER, we will gently guide you to a place of FINANCIAL CONFIDENCE.
Are you ready to become more confident with your money?
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