Financial Self-Care for the Caring Professional

Sara Riley has been where you are. She is an MSW turned Financial Advisor. Now she wants to help wellness professionals learn a little more about how to tend to financial self-care.

In this 30 minute talk, followed by 30 minutes Q and A, Sara will tell us about:

• How a little bit can go a long way: Compounding interest and time-why does it matter?

• Building a strong financial plan for the short-term, mid-term and long-term (HINT: accessibility and tax treatment are key)

• Different Retirement Vehicles for the Solo Practitioner

• Risk Management: Protecting Yourself, to Protect Your Nest Egg