| YOU CAN LEARN ABOUT INVEST IN MANY WAYS |
| | | You can learn about financial planning, on your own time, on your own terms, and at your own pace.We offer learning at various levels of knowledge, and in various formats - from recommended booklists to educational seminars to one-on-one conversations with Sheldon. If you know of resources that you think would help women business owners, please let us know so we can add them to this webpage. | | |
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| | Learn Your Own Way…Choose From: | | | - One-on-One Learning with Sheldon
Clients prefer Sheldon’s ability to explain financial concepts in every-day language. Sheldon meets with clients regularly (at minimum twice per year) and when day-to-day financial decision support is required. At every meeting, clients are encouraged to ask questions, and Sheldon uses these questions as an opportunity to learn.
- Learn with Your Peers and Industry Experts – Seminars
- Learn on Your Own Time
- Seven Questions to help you picture the retirement life you want, then build your personalized plan
Email or call Sheldon 613-369-4670 about your financial future today. “Customized Investment Solutions for Women Business Owners” | | |
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