The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Episodes
Thursday Nov 17, 2022
Thursday Nov 17, 2022
We’d like to thank Kerry Luria of Lexington Wealth Management for leading our November 8th event, Managing Your Finances. Kerry discussed topics around understanding and managing your finances. She talked about how our needs are relevant to where we are in life, and our concerns around budgeting, saving, investing, planning for retirement, education funding, and so much more.
Kerry joined Lexington Wealth Management in 2014 as a Managing Director – Senior Wealth Advisor. She embraces a holistic approach to working with clients and is a careful, empathetic advisor. Kerry pursued the Registered Life Planning designation to enhance her ability to help clients recognize what is most meaningful in their lives so that their life and money can go on the same journey. In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.