Upcoming Events

Ritrovare Financial & Insurance Solutions offers several financial workshops, many with a woman's focus. These educational workshops present financial basics and help you understand some sophisticated financial concepts. You'll gain a working knowledge of the six areas that every financial program must consider: cash, risk, investment, tax strategies¹, retirement planning, and estate conservation.

These workshops are free, and no financial products will be offered for sale during the presentations.

In many events, I will cover important financial concerns you may have, such as paying for college and long-term care, saving on taxes, and retiring in comfort.

Other topics of concern that could be discussed are:

  • Tax implications¹

  • Estate planning

  • Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.

Workshops are for informational and sales purposes only.

Please contact us to discuss a workshop designed especially for you, your family or your business.

Disclosure

Kaysi Whelan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M82674), OR, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kaysi Whelan is licensed and authorized to offer insurance in California, but RITROVARE FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Kaysi Whelan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4900 Sw Griffith Dr Ste 121, Beaverton, OR, 97005, 503-987-3363. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

RITROVARE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither RITROVARE FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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