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In this educational presentation, financial advisor Ava Elkins will provide easily digestible, actionable steps to build a solid financial foundation and future. Topics include investing for retirement, choices for retirement accounts at previous employers, personal finance for entrepreneurs, strategies for creating money buckets, and how to use resources to your advantage.
Ava Elkins holds the Series 7, Series 66 and insurance financial licenses, along with the Accredited Asset Management SpecialistsSM designation through the College for Financial Planning. Ava earned the Investment Management Consultant title through Raymond James. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute for Investment Management Consulting program. Her specialty is delivering customized public speaking presentations, especially for business owner audiences.
AGE GROUP: | Adult |
EVENT TYPE: | Educational | Adults (18+) |