Superwoman Summit Session:
A Man (or woman) is Not a Plan- Financial Fitness for the Modern Day Woman
Do you have the know-how to direct your financial future? Are your personal and business finances in order? In thisseminar you will learn how to take over the financial reigns and build the life you were meant to lead. We will discuss Financial Literacy, budgeting 101, risk management, good credit/bad credit, short-term and long term saving. Arm yourself with the financial knowledge to take on every twist and turn life gives with grace and class.
Charlene Quaresma joined Northwestern Mutual 2012 in Portland, Oregon’s Mahaffey Network office. She is a licensed Advisor and holds her FINRA (Financial Industry Regulatory Authority) Series 6, 63 and 65 certifications.
She runs a broad practice and works with a team of specialists to offer:
•Flexible financial planning for millennials and digital creatives
•Guidance with multigenerational and estate planning
•Comprehensive planning for small business owners
•Foundational planning for young families
“So many of my clients know that they need to sit down and answer the hard questions, but they are either nervous or simply don’t know where to start,” Charlene explains, “I help people have the scary conversations that, when mixed with my sense of humor and knowledge, become easy and even bring a sense of relief. That’s why so many of my meetings begin with a handshake and end in a hug.”