The Holiday season can be overwhelming and costly. According to NerdWallet, the National Retail Federation has estimated Americans can spend $1,000 on average for holiday related purchases and that does not include travel. Giving the perfect gift or cooking a holiday meal or trimming the tree can add up in expenses. Planning now will help alleviate undue stress and the financial reckoning to come. Developing a budget for anticipated expenses, tracking your spending and research are a few of the strategies you can use. Join the workshop to learn other methods to cure debt hangover and keep financial stability through the season.
Susan Shields is a Senior Partner at Shields, Abate, Searle and Associates. As a practicing Certified Financial Planner and Certified Investment Management Analyst, she offers clients comprehensive management and advice related to all of their investments. Her day to day business includes providing long term financial planning and implementing investment strategies to meet client goals.
Rare among advisors, Susan’s years as an institutional investor with a strong background in fixed income securities, portfolio construction, and risk and investment management brings clients an extra measure of knowledge and know-how.
Generous with her time and resources, Susan is a board member of The Women’s Center in Vienna and serves as co-chair of governance and is a member of the finance committee. She also supports several local charitable organizations.
THIS EVENT IS ON ZOOM. LINK IS IN CONFIRMATION EMAIL.