Making resolutions about financial wellness happens every year since the dawn of time. However, at one time or another we break them. Prioritize your financial needs by re-evaluating your financial situation then plan. The New Year Financial Planning checklist will address some common planning issues to help determine your needs so you can start the New Year off on good financial footing.
12:00-12:30 pm – Presentation
12:30-12:45 pm – Q&A
For 18 years, Pamela Sams of Jackson Sams Wealth Strategies, has been helping women improve their personal and financial wealth through solid financial life planning. Pamela’s education and training enable her to help clients successfully navigate through the myriad of financial decisions they face during their lives. She focuses on helping her clients meet their financial needs and help them work to achieve financial security and greater retirement readiness.
Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has appeared on local TV, radio and has been quoted in numerous financial publications including Investor’s Business Daily, Bloomberg.com, FiduciaryNews.com, Equifax.com and Financial Planning Magazine.
Throughout her financial services career, she has acquired several client service and financial planning awards. She recently was granted membership into the Million Dollar Roundtable (MDRT). Membership in MDRT is a highly recognized mark of excellence and limited to only the most successful in the financial services profession. This places Pamela among the top professionals in the global life insurance and financial services industry.
Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach.