Karen assists clients on a variety of investment & financial planning issues, specializing in helping women clients and widows. Her Financially Savvy Woman® programs, including the Women’s Financial $pa®, are popular with clients and help accomplish her mission to educate & empower women.
Awards & Recognition:
Recognized as a “Top Women Wealth Advisor” by Forbes, 2017, 2018, 2019, 2020, 2021, 2022
Selected as a “Best-In-State Wealth Advisor” by Forbes, 2018, 2019, 2020, 2021, 2022
Author of Keeping Clients for Life (John Wiley & Sons)
It’s as important to know what to avoid in financial planning and to hear common mistakes women sometimes make, as well as to know what to do correctly. This course will emphasize the former while also addressing the latter.
The course will encourage women dentists to develop the confidence to take on financial choices that they face in their professional and personal lives.
Greater Long Island Dental Meeting
APRIL 2-3, 2024
7 MAIN STREET, WEST SAYVILLE, New York 11796