Home Financial Empowerment – Online Course

Financial Empowerment – Online Course

Julie Lalwani

Senior Financial Advisor with Edward Jones,
Certified Financial Planner,
Certified Retirement Planning Counselor

Julie Lalwani, has been in Financial Services for over ten years. A graduate from Harvard University, she is a Certified Financial Planner, Certified Retirement Counselor and a Certified Retirement Plan Specialist. She is a WEF board member and a contributor to BrownGirl Magazine.

Julie has taken some time out from her busy schedule to educate and share very important information for Financial Empowerment online course. With her excellent oratory skills and expert know how on the subject, she made the two hour session very interactive and powerful. The people who attended felt that the Saturday evening spent was worthwhile.

Topics covered for the session:

  • 1) The basics of stock market trading as well as tax advantaged investing strategies.
  • 2) A clear road map of how to build a more healthy financial future for your family.
  • 3) How to plan for the unexpected.