OpalWomen: Own Your Money Power with Katherine Dean

How can women take charge of their finances and help advance toward their goals? Listen in as Katherine Dean, CFP®, head of the women’s division at Opal Wealth Advisors, talks with host Lee Korn about the different ways women can build wealth. She shares her insights into how to have the money conversation, the importance of investing like a woman, and creating a plan to help achieve financial independence.

Join Katherine for an upcoming OpalWomen event “The Wealthy Woman’s Playbook” on March 14th at 6pm in Jericho, NY. She will discuss time-tested strategies to help you achieve financial peace of mind and security. Complimentary food and drinks will be served. RSVP today to reserve your spot!

 

Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.