"Wine, Women & Wealth," a financial planning workshop for women, will be held Thursday, February 19, at the DiFilippo Kent Gallery, 79 South Palm Avenue in Sarasota.
Join financial advisor Sandy Keir of Suncoast Advisory Group and Francine DiFilippo of DiFilippo Kent for wine and cheese while you browse the art gallery and discuss financial issues of interest to women, including:
• Where to find affordable long-term care insurance options.
• Ways to boost your retirement income when interest rates are low.
• Ways to contribute to the causes you believe in.
• Why you need to know about the new Qualified Longevity Annuity.
Keir is part of a small, but growing cadre of life-centered financial professionals who are leading the trend to integrate life planning with financial planning. She has more than 25 years of experience in the wealth management industry. She is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), and is Certified in Long-Term Care (CLTC).
The social hour starts at 5:30 pm. The workshop runs from 6 - 7 pm. To register for the workshop, please contact Keir at (941) 201-1231 or sandy[.]suncoastadvisorygroup.com.
About Suncoast Advisory Group
Established in Sarasota, Florida in 1988, Suncoast Advisory Group (suncoastadvisorygroup.com) provides extensive wealth management services. The firm specializes in highly personalized service, tailoring a plan to each client’s unique goals. With no attachment to selling or promoting products, Suncoast Advisory Group acts as a consultant and partner to plan, implement and monitor client progress towards their goals. Services include financial planning, business management consultation, along with investment, fringe benefit, estate and tax planning. Sandy Keir specializes in financial planning for women, serving successful and accomplished women on Florida's Suncoast.