Financial Planning: What Keeps You Up At Night?
September 12
12:00PM- 1:30PM
The Impact Guild
Free
This Lunch & Learn is for owners of closely held companies. It takes attendees on a tour of self-discovery by helping them identify and prioritize their risk management, employee benefits, exit planning and personal financial security needs. It also illustrates Northwestern Mutual’s client centered, integrated approach to working with business owners and their advisors.
Lunch is not provided, but feel welcome to bring your own as we gather to ask questions and learn together.
Led by Anna Kareis
Anna is a a graduate of The University of Iowa where she was a member of the Hawkeye Women’s rowing team and earned a degree in International Relations. Having a servant heart and a knack for leadership, Anna chose a career with Northwestern Mutual because she was drawn to a company where success is measured by the number of people she is able to help on a daily basis. It is Anna’s goal to provide each of her clients with a comprehensive and holistic planning experience that helps them achieve both short-term and long-term goals. Anna is licensed in Life, Health, Disability, and Long-term care insurance. She also holds her series 7 & 63 securities licenses.
The Impact Guild is a collaborative coworking space in San Antonio, Texas. Our impact-oriented members represent a wide variety of industries but unite behind the common goal of implementing positive social change in our community. Learn more about our mission here.