The Financial Forum welcomes Laura Knolle, EP Wealth Advisors Vice President, to the Fireside Room at Gateway Clubhouse at 3 PM on October 22nd. Her presentation is titled “Women and Financial Planning.”
Laura has experience working with seniors, especially widows and widowers. She brings all professionals to the table and is collaborative in her approach with outside tax professionals, attorneys, and insurance agents, striving for clients to have a team working in concert for their best interests. She works to develop trust and prides herself on being honest and responsible so you can have a dependable member on your team.
Laura graduated with honors from Michigan State University with a B.A. in Finance and an M.S. in Financial Planning and Taxation from Golden Gate University with a concentration in Estate Planning. She holds the CERTIFIED FINANCIAL PLANNER™ designation.
The Financial Forum is a 501(C)3 whose mission is to educate our members in all finance matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention and identity theft. Donations are welcomed and greatly appreciated. Light refreshments will be offered. To make reservations, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
