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’ll learn ways to determine how much income you will need in retirement, identify income sources that you can combine to create your “retirement paycheck,” and understand seven essential components of smart investing that can be applied during volatile periods and when markets are stable.
This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial. Coffee and pastries will be offered.
Prepayment is required by Wednesday, March 29th. Minimum enrollment applies.
Recent Financial Workshops
Financial Workshop: Strong Women. Powerful Financial Strategies.
Thursday, February 23rd
Friday, January 27th
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.