TOPIC: I KNOW NOTHING ABOUT INVESTING IN THE STOCK MARKET. WOMEN INVESTING 101
GUEST PRESENTER: HELEN SALAZAR REALINI CLU,CFP
Helen is a Certified Financial Planner (CFP®), an Accredited Estate Planner (AEP) and a Chartered Life Underwriter (CLU) with a Master of Business Administration (MBA) degree from the University Of Miami School Of Business. Prior to establishing her Independent Practice, Helen was an Estate Planning and Business Insurance Specialist with Merrill Lynch and First Union where she was responsible for providing comprehensive financial planning and insurance solutions for Private Clients.
Helen is an independent fee based and or commissioned Certified Financial Planner™, specializing in Comprehensive Financial Planning including Estate Planning and Retirement Income Planning. She is affiliated with Raymond James Financial Services, Inc., member firm of FINRA/SIPC.
Academically, she is an Adjunct Professor of Insurance, Retirement Planning and Estate Planning, at the University Of Miami School Graduate School Of Business in the Accounting Department and formerly the Academic Director of the CFP Program in the University Of Miami School Of Continuing Education.
VENUE: RITZ CARLTON HOTEL, COCONUT GROVE
3300 Southwest Twenty-seventh Avenue
Coconut Grove, FL 33133
(305) 644-4680
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Time: 10:00 am – 1:00 pm
Cost $35.00.
At Door $40.00 includes continental breakfast
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