The Premier Success System for Women Entrepreneurs

Finding Financial Balance


Sue Burnett

Independent Registered Investment Advisor, Enrolled Actuary
Monarch Financial Advisors

Should I start an IRA? When should I take Social Security? What if I outlive my savings? Will I ever be able to retire?

If you've ever asked yourself these questions, then this seminar is perfect for you! Sue Burnett of Monarch Financial Solutions will help you find your financial balance during these challenging economic times! Creating budgets, saving for retirement, and paying down debt are just a few of the topics in this much-needed discussion, which includes Q&As and case studies. With the ups, downs, and sideways movements of the market, a financial balance will help make sure that you’re financially secure today, tomorrow, and beyond. 

In this session, you will learn:

  • How to create a budget

  • Ways to save, with pros and cons

  • How to set financial goals and how to stick with them! 

  • How to see the opportunities within the current chaos

Speaker Bio

Sue is an independent investment advisor and credentialled actuary with over 25 years of experience, providing a depth and breadth of knowledge on all aspects of financial planning. She partners with both business owners and individuals to focus on wealth management, tax strategies, risk management, and business planning - by focusing on her clients' overall financial picture, and their goals and objectives, Sue creates strategies that will help achieve success today, tomorrow, and in the future.  

Facilitated By

Amy Ostigny
Executive Managing Director


Event Information

Start Date 07/01/2020 11:30 AM
End Date 07/01/2020 01:30 PM
Timezone America/New_York
Informal Networking 11:00 AM
Terrace Park Country Club
5341 S Milford Rd 
Milford OH 45150
United States
Chapter Cincinnati, OH
5341 S Milford Rd
    Milford OH 45150
    United States

Event tickets purchased are non-refundable.
Ticket Type End of Subscription Price Currency Quantity
Event Fee - Member
06/28/2020 35.00 35.0 USD USD

Event Fee - Guest
06/28/2020 45.00 45.0 USD USD

Event Fee - Non-Member
06/28/2020 85.00 85.0 USD USD

Exhibitor - Member
07/01/2020 65.00 65.0 USD USD

Exhibitor - Guest
07/01/2020 75.00 75.0 USD USD

Exhibitor - Non Member
07/01/2020 85.00 85.0 USD USD

Event Fee - Late - Member
07/01/2020 45.00 45.0 USD USD

Event Fee - Late - Guest
07/01/2020 60.00 60.0 USD USD

Event Fee - Late - Non Member
07/01/2020 105.00 105.0 USD USD

07/01/2020 20.00 20.0 USD USD

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