It’s never too late to be concerned about the integration of finances and relationships which impacts the state of financial harmony. Find out more from Nancy Effert of Effert Financial Solutions, Inc. In Barrington, at the WIM Fox Valley meeting on Thursday, February 14, 2019 at Emmett’s Brewing Co. at 128 West Main Street in West Dundee.
Networking begins at 11:30 a.m., with luncheon and program at noon. Meetings adjourn at 1:00 p.m. Cost for members is $25.00 and non members - $28.00. Area women in business are welcome to attend this month’s presentation. Reservations can be made by clicking here. Walk-ins are always welcome!
With over 20 years’ of corporate experience focusing on actuarial and management consulting, Effert brings considerable knowledge of the financial services industry to her signature wealth management approach. Her straight forward style provides a holistic methodology which includes wealth planning, risk management, business services, investment services and financial planning. Her clients benefit from her wide array of expertise and solution-based approach.
Effert is as engaged in the community as she is with clients. She is proactive in supporting non-profit and business leadership organizations as a volunteer, fundraiser and trailblazer. Author of several financial articles and publications, she speaks on various financial-focused topics.
Networking begins at 11:30 a.m., with luncheon and program at noon. Meetings adjourn at 1:00 p.m. Cost for members is $25.00 and non members - $28.00. Area women in business are welcome to attend this month’s presentation. Reservations can be made by clicking here. Walk-ins are always welcome!
With over 20 years’ of corporate experience focusing on actuarial and management consulting, Effert brings considerable knowledge of the financial services industry to her signature wealth management approach. Her straight forward style provides a holistic methodology which includes wealth planning, risk management, business services, investment services and financial planning. Her clients benefit from her wide array of expertise and solution-based approach.
Effert is as engaged in the community as she is with clients. She is proactive in supporting non-profit and business leadership organizations as a volunteer, fundraiser and trailblazer. Author of several financial articles and publications, she speaks on various financial-focused topics.
This month’s WIM Fox Valley sponsor is Joy Symonds, co-owner, Symonds-Madison Funeral Home in Elgin, which has served Fox Valley families with compassion and excellence for over 90 years.
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