Crucial Financial Life Planning for Yourselves and Your Clients

Tune in as we cover how to help ensure you and your clients are on the right track as a business owner when it comes to college financial aid, retirement, and the sale of a business. We’ll also discuss crucial steps you and your clients should take in preparation of loss of a spouse or divorce. Finally, we’ll point out how to take advantage of rising interest rates, and help you avoid investing pitfalls midst this transitioning economy.

Following the presentation, join us for 30 minutes of discussion and networking with your peers!

Speaker: Nora Yousif, CFP, MBA at Empower Wealth Group of RBC Wealth Management

Nora Yousif is a 3rd generation Financial Advisor and Senior Vice President of the Empow(Her) Wealth Group of RBC Wealth Management helping her clients make smarter decisions when it comes to their wealth planning and investments. She has presented on personal finance and investments for over 300 organizations. Nora frequently contributes to Radio and TV shows like Channel 5, NBC Boston and Yahoo! Finance. Nora has been published in CNBC articles and MarketWatch. Nora was honored to be named a 2023 Best-in-State Top Women Wealth Advisor by Forbes. Finally, she is MIT Sloan trained, having been immersed with some of the brightest minds in the world of finance.