PR.com: Business Directory, Press Releases, Jobs, Products, Services, Articles
 
Businesses Articles Press Releases Follow @PRcom
Press Release Pricing | News by Category | News by Country | News by US Region | Recent News | PR.com News on Your Site
 

Press Releases

 
Suncoast Advisory Group

Press Release


Receive press releases from Suncoast Advisory Group: By Email RSS Feeds:

Wine, Women & Wealth Workshop Set for February 19 in Sarasota, Florida


Join Suncoast Advisory Group for Wine and Cheese While Discussing Financial Issues of Interest to Women

Sarasota, FL, January 22, 2015 --(PR.com)-- "Wine, Women & Wealth," a financial planning workshop for women, will be held Thursday, February 19, at the DiFilippo Kent Gallery, 79 South Palm Avenue in Sarasota.

Join financial advisor Sandy Keir of Suncoast Advisory Group and Francine DiFilippo of DiFilippo Kent for wine and cheese while you browse the art gallery and discuss financial issues of interest to women, including:

· Where to find affordable long-term care insurance options.
· Ways to boost your retirement income when interest rates are low.
· Ways to contribute to the causes you believe in.
· Why you need to know about the new Qualified Longevity Annuity.

Keir is part of a small, but growing cadre of life-centered financial professionals who are leading the trend to integrate life planning with financial planning. She has more than 25 years of experience in the wealth management industry. She is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), and is Certified in Long-Term Care (CLTC).

The social hour starts at 5:30 p.m. The workshop runs from 6 - 7 p.m. To register for the workshop, please contact Keir at (941) 201-1231 or sandy@suncoastadvisorygroup.com.

About Suncoast Advisory Group
Established in Sarasota, Florida in 1988, Suncoast Advisory Group provides extensive wealth management services. The firm specializes in highly personalized service, tailoring a plan to each client’s unique goals. With no attachment to selling or promoting products, Suncoast Advisory Group acts as a consultant and partner to plan, implement and monitor client progress towards their goals. Services include financial planning, business management consultation, along with investment, fringe benefit, estate and tax planning. Sandy Keir specializes in financial planning for women, serving successful and accomplished women on Florida's Suncoast. Website: www.suncoastadvisorygroup.com.
Contact Information
Suncoast Advisory Group
Sheila Brannan Longo
941-355-3006
Contact
www.suncoastadvisorygroup.com
Thomas & Brannan Communications

Click here to view the list of recent Press Releases from Suncoast Advisory Group
Promote Your Business