Lunch & Learn: Your Financial Wellness in a Changed World – What you need to know!
This uncommon education takes a look at over 18 areas of your financial life. It will provide you with important tips and key ways you can impact your personal and professional financial life during your working years to and in your retirement years. Join us as we explore the accumulation and distribution sides of planning and the uncommon knowledge you need to know.
Protect your income now and in the future
Why the integrated approach saves you money
Tax and cash flow optimization tips
What the financial industry won’t tell you!
Jenevieve J. Lenz, MBA – NAWBO Greater DC
Wealth Management Advisor, First Financial Group
Jenevieve is a sought-after advisor and speaker who believes that Financial Education is key to overall financial health & prosperity. She and her partners provide support for business owners and professionals who are looking for an integrated approach to financial success. Her thorough planning process seeks to help you keep more of your hard-earned dollars on your balance sheet. In addition to her work as an advisor, Jenevieve is dedicated to giving back to the community and education of women and the next generation. She has given financial education lectures at local organizations, including Girl Scouts of America, Several Chambers of Commerce, George Mason University.
