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.
Karen Goersch, CPA, CRPC®
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.
Upcoming Financial Workshops
10 Budgeting Tips and Their Enormous Impact on Your Finances
This workshop is back by popular demand! During this seminar, you’ll learn practical money skills, including tips about budgeting (know what you spend), insurance (from property and casualty to life, disability and long term care) as well as addressing tax deferred savings.
This session will be led by Karen Goersch, CPA, CRPC®, APMA®, Financial Advisor, Ameriprise Financial. Coffee and pastries will be offered.
Thursday, November 16
9:30am – 11:00am
DCA members $10/ public $20
Prepayment is required by Tuesday, November 14.
Click for online registration.