Financial Workshops

Our financial workshops are designed for those who want to enhance their understanding of how to manage their own finances, increasing their financial confidence. Taught by local resident Karen Goersch, workshops vary by topic.

Recent Financial Workshops

Understanding the New Tax Law

 

 

 

During this educational financial workshop, we discussed how the new tax laws may impact you, including the following major themes:

        • New tax rates and brackets
        • Deduction Changes
        • Alternative Minimum Tax (AMT), estate tax and child tax credit
        • 529 savings plan and ABLE account changes
        • Retirement provisions
        • Small business/pass-throughs
        • Next steps and how to assess your situation and position your portfolio

This session was led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial.

 

 

Our instructor
Karen Goersch
Karen Goersch, CPA, CRPC®, APMA®
Karen is a registered representative 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.

Recent Financial Workshops

Strong Women, Powerful Financial Strategies
Learn ways to take control of your finances and prepare for the unexpected. This seminar will help you gain control over your financial situation and discuss the different types of life and long term care insurance.

This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial. Coffee and pastries will be offered.

 

 

 Divorce Changes Everything – Find Your Independence

 

Find out what financial issues you should expect as you move through the divorce process. Learn to take control over the situation for your financial and emotional health, focus on your children’s needs, and look ahead to the next chapters of your life.

This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial. Coffee and pastries will be offered.

 

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