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.

Upcoming Financial Workshops

Financial Basics for Young Adults

Are your adult children well-launched?  Join us for an educational workshop on Financial Basics with a focus on young adults.

 

During this session you will learn more about:

  • The importance of goal setting and financial planning
  • The basics of budgeting, managing debt and credit, investing and saving
  • Good habits for the future
  • Different retirement plans and the savings and tax implications they may have on your retirement goals

Attend with your adult child or encourage him or her to attend on his/her own. A light lunch will be provided.

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

Tuesday, April 30
11:30am – 1:00pm

DCA members $10
Public $20

Prepayment is required by noon on Friday, April 26. Minimum enrollment applies.

Click for online registration.

 

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.

 

Click to sign up for DCA emails with upcoming Financial Workshops and more.