This valuable session will highlight the importance of developing a financial plan for your future and the future of your loved ones. Growing and protecting your wealth takes planning and smart investing. The idea of planning and investing, however, can be overwhelming - but it is a necessary component of becoming financially secure. Join us for discussion about when to save or invest, the difference between investment options, insurance, and necessary tools - like those used for estate planning - that support and help you secure your financial future today and beyond.
Lunch will be provided
- Christopher Guest, Attorney at Law
- Diane Hack Gould, CLU®, ChFC®, CAP®, MSFS, Nautilus Group (a service of New York Life Insurance Company) and Financial Adviser for Eagle Strategies
Moderator: Barbara Brazda Dietze, CLU, ChFC, Financial Adviser, New York Life Insurance Company
Join us for the rest of the series:
- Members: $10 per session
- Non Members: $20 per session
Thank you to our ACLI for hosting us!
Thank you to our event sponsor: Mutual of Omaha
The Financial Acumen series is hosted by the Financial Services Task Force and Personal & Professional Development Committee.
Payment & Refund Policy
WGR Registration Fees must be paid in advance and are non-refundable. You may substitute someone else at your membership level for your registration without penalty; however, membership benefits are non-transferable. If your replacement is not in your membership sector, you will be responsible for the difference in fees.
Consent to use of Photographic Images
Registration and attendance at WGR events constitutes an agreement by the registrant to WGR’s use and distribution of the registrant or attendee’s image or voice in photographs and videotapes.
Please make sure your phone number and email address are accurate in your customer profile. In the event we need to contact you on the status of an event, WGR will make every effort to get the information to you via email and phone.