Financial workshops

Our financial workshops are designed for those who want to increase their understanding of how to manage their own finances, increasing their financial confidence. Taught by Darien’s Karen Goersch, workshops vary by topic.

Upcoming Financial Workshops

http://dariendca.org/activities-programs/financial-workshops/Financial Workshop: 10 Budgeting Tips and Their Enormous Impact on Your Finances

Thursday, November 17th
9:30am – 11:00am
$10 DCA members / $20 public

Learn ways to implement a favorite new year’s resolution (spend less). This workshop is back by popular demand!

During this seminar, you’ll learn practical money skills, including tips about budgeting (know what you spend), insurance (from property and casualty to life, disability and long term care) as well as addressing tax deferred savings. This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial. Coffee and pastries will be offered.

Register by Tuesday, November 15th. Minimum enrollment applies.

Click for full details and online registration

 

Recent Financial Workshops

http://dariendca.org/activities-programs/financial-workshops/The Dual Power of Charitable Giving
Thursday, April 7th

 

 
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Our instructor

Instructor Karen Goersch leads the DCA's Financial WorkshopsKaren Goersch, CPA, CRPC®

Karen is a Financial Advisor with Ameriprise Financial of Norwalk, CT. Karen is a registered rep and licensed Investment Advisor with Ameriprise Financial Services and brings a wealth of both corporate and personal financial experience from years working at Coopers & Lybrand and NYNEX (Verizon). Her philosophy is founded on helping clients understand their needs, building a personal financial plan and determining what investments are suitable for each client – from asset allocation strategy to income planning to individual investment selection.

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Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia Management ® products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC. Ameriprise Financial Services, Inc., 501 Merritt 7, First Floor, Norwalk, CT 06851.