Tina’s own life journey inspires female audiences to not only be comfortable around money, but understand what it can and cannot do to bring personal security and fulfillment.
Hackensack, NJ (PRWEB) May 03, 2014
In a continuation of its ongoing outreach to women, Beacon Wealth Management LLC will equip members of the New Jersey Federation of Women’s Clubs to take charge of their financial lives and advance towards achieving life goals.
Beacon’s founder and CEO, Mark Germain, CFP®, MBA, ADPA®, will do so in a 90-minute workshop at the annual gathering of the New Jersey Federation of Women’s Clubs of GFWC in Atlantic City on May 6.
The purpose of the workshop is to help women maximize their “financial outcomes” by providing an easy-to-follow results-oriented framework featuring:
- A step-by-step plan to create personal wealth,
- Pointers on setting goals that increase your probability of success,
- Tips on organizing financial information to boost personal efficiency, and
- Seven essential and attainable habits of high net worth women.
The presentation will also feature Tina C. Powell, Beacon Wealth’s Director of Business Management and a Managing Member of the firm. Tina’s own life journey inspires female audiences to not only be comfortable around money, but understand what it can and cannot do to bring personal security and fulfillment.
Last year Powell developed Beacon’s Financial Boot Camp for Women education series.
Beacon Wealth Management is an independent, fee-based Registered Investment Advisory firm that manages more than $250 million of private wealth for a diverse clientele. Its services include asset management, financial planning, tax planning, retirement, business and estate planning. Beacon is a fiduciary advisor, representing the highest ethical standard for investment professionals.
Its mission is to build, nurture, and sustain wealth by empowering clients to make smart decisions about their financial life. Beacon seeks to revolutionize the investor-advisor relationship by:
- Thinking beyond just the financial assets and integrate personal goals,
- Providing each client with a transparent view of costs, challenges, and opportunities,
- Encouraging open communications and proactive dialogue, and
- Cultivating an unmatched client experience.
The New Jersey State Federation of Women’s Clubs of GFWC (General Federation of Women’s Clubs) is headquartered in New Brunswick. Founded in 1894, the organization has approximately 8,000 members and provides opportunities for education, leadership training and community service. If you would like to learn more, visit their website http://www.njsfwc.org
For more information about Beacon Wealth Management, including how the substance of this presentation can be made available to your organization, contact Tina Powell at (201) 447 9500.