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
During this seminar you will learn ways to care for the people and things you love after you’re gone and leave behind a lasting, meaningful legacy. This seminar focuses on five key financial planning issues associated with estate planning: proper account ownership, beneficiary review, strategies to minimize estate and income taxes, gifting strategies and how long term care insurance can protect your estate.
This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial, who will be joined by Michelle Beltrano, Estate Planning and Elder Law Attorney from Beltrano Law. Coffee and pastries will be offered.
Register by Wednesday, January 25th. Minimum enrollment applies.
Recent Financial Workshops
Thursday, November 17th
Thursday, April 7th
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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.
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.