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
Wednesday Jul 14, 2021
Wednesday Jul 14, 2021
Thank you for attending our July Empower Women event, Time, Money & Joy, hosted by Kerry Luria of Lexington Wealth Management. Living in a world obsessed with consumerism, we are constantly bombarded with “more is better” – but how much do we really need? Kerry discussed a step-by-step process to better navigate day-to-day decisions as well as major crossroads – career, retirement, housing, gifting, etc. She also talked about how to maximize your time and resources to make you happier by focusing attention on discovering what’s truly important to each of us.
Kerry Luria is the Managing Director of Advisor Services, Kerry uses her 21 years of experience to guide, mentor and support the team of Lexington wealth advisors. In her role, she helps ensure that Lexington’s clients experience a high-touch, personal connection with their advisory team. She oversees all aspects of the practice’s wealth management offerings to provide high-quality, memorable service and relevant deliverables to help secure confidence and trust in Lexington Wealth. She understands that wealth management is not a commodity, it is personal, and so is each client’s relationship with us.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and 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 described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.