Get a jump on 2017 by making progress toward your own financial success. The prescription is simple: One part personal participation; One part education; One part action. As business owners, we are all proactive by nature, however, when it comes to our own planning, we sometimes don’t take our own medicine. Join us in December for a comprehensive overview of how to set yourself up to succeed with your own personal and business financial planning. This is an educational presentation that will highlight some important financial planning basics we can all benefit from. Time is something we can’t recoup so don’t let another year slip by without making progress!
Natalie L. Stillman has been helping her clients reach their financial goals for over 20 years. She carries Series 7, 63, and 66 securities licenses. Natalie has her Life & Health Insurance License and is a Certified Long-term Care Planning Specialist (CLTC); CA. Her expertise in the financial services industry, coupled with her people skills and common sense approach to life, make her an invaluable resource to her clients. She is an in-demand public speaker throughout San Diego County, simplifying the mysteries surrounding proper financial planning, family wealth succession, and the challenges that parents face teaching their children about managing money.
Natalie completed her financial planning certification coursework at Boston University and passed her Certified Financial Planner (CFP®) exam. She lovingly raised 3 children, and in 2008 was honored as one of “50 Best Moms in San Diego.” In addition, she chaired the Activities Program for the boys at New Haven Youth & Family Services, providing life-changing experiences and opportunities for underprivileged children.
Natalie spent the last eight years with New York Life/Eagle Strategies, where she helped her clients plan for their life goals. She ran a specialized practice for people transitioning into retirement, for clients seeking Long Term Care solutions, and for business owners needing succession plans.
Fish Market Fabulous Menu:
Shrimp Louie Salad with Louie dressing, egg, cucumber, tomatoes & onion.
Ultimate Burger with bacon & Tillamook cheddar cheese, lettuce, tomato and onion, served with French fries.
Albacore Tuna Melt – wheat bread, Tillamook cheddar cheese, served with French fries.
Grilled Canadian Rockfish served with roasted vegetables and Fishwife rice.
Cup of New England or Manhattan clam chowder & Fresh Green Salad – poppy seed vinaigrette
Members – $18
Non-Members – $20
All are welcome!