Build your personal and business financial confidence - July 15 July 15, 2021, 12:00pm EDT July 15, 2021, 1:00pm EDT
Location:
https://bit.ly/3nNV6a3

Build your personal and business financial confidence. In this webinar, Donna is going to cover business and personal financial strategies how they can be similar yet and the importance of keeping them separate.

Our Instructor: DONNA RASILE, RLP®
Senior Vice President, Investment Advisor at FinTrust Capital Advisors
Donna is a Senior Vice President, Investment Advisor with FinTrust Capital Advisors. She focuses on helping clients achieve their financial and life goals through a holistic and customized approach to financial planning and wealth management. With extensive investment industry experience, she pulls on this experience and knowledge to develop comprehensive plans that are designed to deliver financial peace of mind. She honors meaningful client relationships while focusing on a goal to deliver excellent client service.
Donna employs an integrative approach with her clients, as well as their families. She excels in working with women, helping them to visualize their financial futures while equipping them with the tools needed to realize their goals.
As a Registered Life Planner, she asks her clients important questions while actively listening. Understanding their life goals, Donna is able to help them align their financial goals with their life goals.

This is a FREE Webinar

Key Topics

Build your personal and business financial confidence - July 15