Premier Financial’s Advisors Discuss the Importance of Planning for Retirement
Eureka, CA: On May 6, 2017, Teresa Conley CFP®, Vice President and Financial Advisor, and Francoise Crandell, Financial Advisor, of Premier Financial Group presented on the importance of planning for retirement at the Well Being of the Working Woman Conference.
Sponsored in part by the Times Standard, the conference provided the opportunity for working women to connect, learn and network. Geared toward women from ages 18 to 60, the conference offered professional women, business owners, and students the chance to participate in group exercises and listen to speakers, all with the goal of growing themselves and their businesses.
Teresa and Francoise’s presentation, “The Importance of Planning for Retirement,” focused on key retirement principles and issues such as the importance of self-sufficiency and how to determine the amount needed for a comfortable retirement. The two Premier Financial Group advisors also discussed how to build the asset base necessary
to support retirement by using stock and bond investments and employer retirement plans. This included information on how markets work, how to approach investing, and how to find trustworthy investment professionals. Teresa and Francoise also shared investment books – The Unbeatable Market and The Investment Answer – as well as retirement planning tools that conference attendees can use.
The Well Being of the Working Woman conference offered the valuable opportunity to meet likeminded local businesswomen that are interested in growing both their businesses and their personal wealth. Teresa and Francoise noted that it was powerful to interact with so many focused, professional women, and that they felt inspired by both the speakers and attendees. Guest speaker Jen Julius — host of the Inspiration and Information radio show on KOWS 107.3 FM (Occidental, CA) expressed her gratitude for Teresa and Francoise’s willingness to help younger professionals get started with their retirement planning.
About Premier Financial Group:
For more than 26 years, Premier Financial Group’s team of Certified Financial PlannerTM professionals and wealth advisors have worked with individuals, families, foundations, and company retirement plans to provide investment management and financial planning services. As SEC Registered Investment Advisors, we are fiduciaries to our clients, whether providing investment management, retirement planning, tax guidance or estate planning. If you would like to speak with an advisor please call (707) 443-2741 or visit us at www.PremierFinancial.com.