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Informationen zum Autor ELLEN ROGIN ! CPA and CFP®! has more than twenty years of experience as a financial adviser and is a nationally known expert on building wealth. LISA KUENG is the executive director and creative campaign consultant at Invesco Consulting! and a fifteenyear veteran of the financial services industry. She is also a developer of educational programs for investors and financial professionals. Both authors live in Chicago. Zusammenfassung From the powerhouse experts at Invesco! a unique book on the investing needs of women Based on a hugely successful Invesco workshop! this book offers an interactive! enjoyable! motivating plan for women who want to take control of their finances and feel secure about the things that matter most to them. Too often! financial advice jumps right to the minutiae of investments! skipping over the deeper questions of what people really want from their money! both now and in the future. Ellen Rogin and Lisa Kueng teach their clients and workshop audiences to do the opposite. First! people need to think deeply about their short-term and long-term goals! whether they’re as practical as paying for college and setting up a retirement plan or as whimsical as buying a sailboat and traveling the world. Only then should people start considering their investment options. Rogin and Kueng provide a clear! seven-step process for envisioning goals! designing a customized plan! and breaking the plan into manageable steps. Their fun voice! emphasis on positive thinking! and deep grasp of the nuances of investing will help women see the financial planning process as inspirational! full of possibility! and even fun. The end result for readers: having the resources they need to create the life they’ve imagined.
