Our financial workshops are designed for those who want to increase their understanding of how to manage their own finances. Taught by Darien’s Karen Goersch, workshops vary in the number of sessions depending on the topic.
Karen is a Private Wealth Manager with Price Financial Group, LLC of Wilton, CT. A former CPA, Karen is a registered rep with LPL Financial and a licensed Investment Advisor with Private Advisor Group, LLC 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.
There are no Financial Workshops planned at this time. Would you like to be advised when a new workshop has been added? Please contact the DCA at 203-655-9050 or email@example.com. You may also wish to sign up for email notifications of upcoming DCA classes and events; to do so complete this online subscription form.
Note from Price Financial Group, LLC, 43 Danbury Road, Wilton, CT 06897: Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor and a separate entity from LPL Financial. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.