During our busy lives, we tend to collect investments or financial products randomly and lose sight of the overall strategy. Organizing your financial portfolio may provide you with more stability, focus and success. This workshop will teach you about investing, help you create plans; set short, interim and long-term goals; and potentially gain tax advantages for today and the long-term.
About Your Presenter
Glynnis Reinhart, RICP, is a local Financial Professional. She holds her FINRA series 66 and 7 registrations as well as her life and health insurance licenses. Glynnis' passion is to empower women, young and not so young, to take responsibility for their own financial future. Glynnis spends a large portion of her time assisting faculty and staff at the University of Cincinnati, Wright State University and Miami University with their financial strategies.
Be sure to check Glynnis' other workshop, Estate Planning with a Heart on February 7.