Monday
January
01
1999
at
10:00 AM
- 3:00 PM EST
Monday
January
01
1999
at
10:00 AM
- 8:00 PM EST
DEBRA L. MORRISON, CFP®
Join me for A Live 3-Hour Deep-Dive:
Expensive Perils of financial dIYers
Secure Your Spot Now
Navigating financial management on your own, or "DIY" financial planning, can pose several risks, especially for those without in-depth knowledge or experience.
While financial mis-steps are not always preventable, advanced planning can soften the emotional and financial blow, so that we’re not unduly set back—financially or emotionally—and we can better manage our recovery strategies. (It’s NOT just about the money; having a plan gives us PEACE of mind, pride & a good night’s sleep that we’ve PAID attention, in advance.)
DEBRA L. MORRISON, CFP®
As a 42-year practicing CERTIFIED FINANCIAL PLANNER™ and Asset Manager, with a master’s degree in Retirement Planning, I inherited a slew of DIYers, who were typically very smart and well-read in one area of finances, usually a particular type of investment. AND, yet the insides of my cheeks were raw with angst at knowing the groups of zeros I could have saved these unsuspecting folks had they ‘known what they didn’t know’; impossible, of course, as I had devoted 4+ decades to studying finances to implement dovetail, money-saving strategies, and building significant wealth for 34 high net worth clients. (NOTE: I retained 100% of these DIYers, witness to their experiencing my fee as one of their investments!)
I grew intrigued at being able to ‘share the good news’ with droves of folks, so I sold my practice in 2020, and I committed to leveraging my 42-year financial expertise and my empathy, with coaching mature women around their money, as they were a vulnerable group—horrible socialization, and a shorter time frame with which to create Intentional Wealth. It’s been nothing short of invigorating for all of us, and now, I’m looking to exponentially expand my reach, so join me for some fun, enhanced profits, and the power of collaboration among what I call We Can Do It Women!
"I love when people speak from their own real life experience. And what Debra brings to the table is not only all her experience and being in the financial industry... It's how she tied everything together. Hearing Debra speak just really spoke to my heart because people nowadays more than ever need real results from real people. And that's what I see in Debra and her expertise."
Anja Weinberg
Debra will share:
Experience
Her 45 years of boots-on-the-ground (not sitting behind a typewriter) Financial Planning & Asset Management experience and wisdom.
Intuition
Her intuition which, Feel The Fear & Do It Anyway author, Dr. Susan Jeffers described as “a scout that has gone ahead, seen the obstacles and come back to warn us, so we’re saved from making costly, time-consuming, energy & health sapping mistakes.”
Empathy
Her empathy for all women who have made a financial mis step (as she has), coaching us all to forgive ourselves, take radical responsibility for our present, shed-the-shame and face forward committed to our new, or dusted off & polished, WHY.
Live 3-Hour Deep-Dive
What we'll cover
Tax Minimization
Identify cheapest dollars-spend them 1st
NOT just a February assignment! Year round $ saving strategies.
Calculating IRA’s ‘true’ value-it’s NOT what your statement shows
Cash Flow
Emergency Fund-How to avert getting caught Flat-Footed
Design our Investment Portfolio-not too much, not too little
Stopping Up Expensive Leaks—Monetary & Psychological
Investments
Asset Allocation-Single most Important aspect to Meeting Your Goals
Compounding-It either Works FOR us or AGAINST us 24/7
Stop wasting YIELD!
Risk Management
Life Policy- Ensure the face value purchased is actually PAID at death
HO Policy-Identifying the single most important rider
Auto Policy-Maximizing ROI on premium allocation
Liability-Rationale on purpose & proper amount
Care Giving
Managing the health of BOTH, the one receiving and the one giving
Managing the Shock & The Care
Navigating ALL the nuances of myriad Powers of Attorney
Retirement
Planning for how our retirement differs from that of our parents’
Managing Sequence-of-Return Risk
Ensure we inflation-proof our monthly income
BONUS: How to supercharge our investment returns.
Legacy
How to easily donate 3-5x what you’re donating now
Designing your efficient Estate Plan—90% does NOT involve an attorney (nor their fees)
Who gets my ‘stuff’ & Who gets which investments & WHY?
Yep, that’s a LOT of value!
"Having Debra's coaching prowess, honed over 42 years as a financial planner is invaluable. I love being able to ask her questions about my specific situation. She helps me cut through all the financial noise with tools that save me time and money so I can meet MY goals."
Trish Carr
Select Your Session
Expensive Perils Of Financial DIYers
Thursday, April 18, 2024
12pm - 3pm EST
Your Investment
$49
What you'll get:
Wednesday, April 24, 2024
5pm - 8pm EST
Your Investment
$49
What you'll get:
"She talked about investments in a way that I could even understand. And even beyond understand, get unbelievably excited about."
Elizabeth Streb
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