Welcome to: The Women’s Wealth Strategies Club June luncheon was held at the elegant hotel and waterfront restaurant Forty1 North in Newport Rhode Island. The NL&L Wealth Strategies Investment Club is one of the philanthropic arms of NL&L. The goal for the series of speakers and meetings is to empower women in the financial market and become more confident, educated, independent, and most importantly, independently wealthy financial investors. The goal of this exclusive educational speaker series and its meetings is to provide knowledge to empower women to become more confident, educated, and, most importantly, financially independent investors.
~ Helping You Navigate to a Secure Financial Future ~ Sponsored by: Randal Poirier, ChFC Financial Planner, Partner of Independence Financial Partners provided access to two of his financial firm’s extremely qualified Asset Management Team Co-Directors, Marcin Krolikowski, Ph.D., CFA and Alfonso Cumplido, CFA . They intricately offered their current market outlook and how it may impact investors as we head into the second half of 2022 and beyond.
AS A FINANCIAL PLANNER AND FIDUCIARY, and as a Partner with the largest and oldest privately owned RI based Financial Services Firm, Randal’s mission is to help his clients navigate to a secure financial future. With that sole objective in mind, he is committed to listening to and understanding his clients’ unique financial goals and then using those specific goals as the foundation of a written Financial Plan for their future. His written recommendations will help you accumulate, manage, and preserve your wealth in a tax-efficient manner, while also ensuring that a risk management focus is part of every recommendation made. Once your Financial Plan is completed, you are welcome to implement his planning recommendations on your own, with another Advisor, or you may choose to hire Randal as your Advisor to implement them on your behalf. Either way, Randal is committed to delivering unbiased fee-based financial advice which is solely in your best interest.
Photos and video by @perle_media