Ucoming Events
Cultivating Wealth & Creativity in the South of France
October 19 - 26, 2024
Limited to 10 Participants
Unlock Your Financial Potential Amidst Art, Culture & Culinary Delights. Embark on a transformative journey at the enchanting Château de Borie, where you'll discover the keys to financial success while immersing yourself in the captivating beauty of the French countryside.
We Can Do It Women™ Blockbuster TV & Mini-Mastermind Experience
July 25 - 27, 2024
**Exclusive Invitation**
Limited to 6 Extraordinary Women
Imagine the brand awareness and lead generation possibilities when your face and story are broadcast into millions of living rooms.
CREATING INTENTIONAL WEALTH MASTERMIND
April 24, 2024
EXPENSIVE PERILS OF FINANCIAL DIYers
April 24, 2024
A LIVE 3-hour Deep Dive into the pitfalls that can derail your financial freedom. Reserve your seat today and gain the peace of mind that comes with expert guidance.
About Debra L. Morrison, CFP®
A retired 42-year practicing CERTIFIED FINANCIAL PLANNER™ and Asset Manager, now serving as a Financial & Leadership Coach for mature women, to alert you to the trip wires that other women have fallen prey to so that you avoid them.
This leaves you with time and energy to actually define your goals, put timelines on them and invest properly to reach those goals!
Debra draws on her four decades of financial expertise, including her Master’s Degree in Retirement Planning where she partnered with clients to chart their financial plan and managed their assets accordingly on a Fee-Only Fiduciary basis. She holds the Accredited Estate Planner designation which armed her with specialty knowledge that helped her clients and their families KEEP more of their hard-earned estates, leaving rich legacies.
She has since retired from active financial planning and asset management and now serves as your Financial & Leadership Coach. Yes, she’s equally passionate about alerting women to pitfalls to avoid as well as charting, and then navigating each woman’s finances.
She strategizes with her growing number of coaching clients to either accumulate maximum wealth or, once retired, enjoy an inflation-adjusted lifetime income stream so that they can still afford to buy higher priced goods and services as they age. Together, Debra and each client, discuss both how to avoid financial perils while at the same time, effectively managing the sequence of return risk as well as the challenges inherent in increased longevity.
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