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
Topics will include facing uncertainties while managing expenses and reducing liabilities, understanding health insurance with the Affordable Care Act of 2010 and utilizing tax tactics and protection to plan for the future.
This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial and Dom Bonarrigo, HR Consultant. Coffee and pastries will be offered.
Register by Tuesday, October 18th. Minimum enrollment applies.
Recent Financial Workshops
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.