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.