Financial Planning for Women

Financial planning for women is more than just a necessity. It can be the key to your future freedom and power.

What would be possible if you were financially confident and you were free to spend your time and energy on the things that are truly important? What would change for you?

There are many factors women should take into consideration when they're planning for retirement. In truth, women are faced with a particular set of problems around the goal of retirement. For example, women typically live longer than men, so it's important to make sure your money lasts a lifetime.

How do we solve this? It starts with good financial management. Investments, retirement, money – it can all be overwhelming and confusing. In this webinar, I am going to cover what women must know in planning for their future.

Meet Your Presenter:

Crystal Oculee

Chief Financial Strategist
Confidence Wealth Management

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Annuity Specialist®
  • Certified Fund Specialist®

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Confidence Wealth Management LLC (CWM) is a California and Nevada registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183, and Nevada Department of Insurance, license no. 3558680. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. This webinar may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this webinar is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. Investments involve risk and, unless otherwise stated, are not guaranteed. All information is based on the date of the webinar and may not be valid, may change, and/or may not be true any longer as time passes. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.