Saving for Retirement As a Business Owner
Name:
Saving for Retirement As a Business Owner
Date:
May 4, 2021
Time:
9:00 AM - 10:00 AM MDT
Website:
WBCUtah.org
Registration:
Register Now
Event Description:
About the Presenter, Kathleen Barlow:
For most of my life I felt even-keeled and focused, and others saw me that way. In our family of 6, my mother called me the “stable one." And as I grew up, I planned. I was prudent with my money. I always had a job with a good salary and great benefits. Planning wasn't hard. In 2001, as a new mother looking for flexibility, I found real estate and because my husband is a contractor, it made sense for our whole family. We began to purchase investment properties, with the idea that our investments would, eventually, provide us a nice retirement income. Everything was humming along. And then came the 2008 recession which knocked us to our knees. Suddenly I wasn't that even-keeled, focused woman I had always been. With the financial uncertainty we faced, everything felt uncertain, and with no financial advisor to guide us, we made decisions-based on emotions--many which were unwise.
My money knowledge, combined with this experience, managing through a recession, led me to a new role as a financial advisor. And as I built my practice, I began to hear stories similar to my own from bright, confident, wise, amazing women. Again, and again, I heard tales of women conquering the world when, suddenly, the rug was pulled out from beneath them--divorce, job loss, illness... The impediments were varied, but the outcome was the same: Fear, confusion, fading confidence...
Everybody goes through their own recession and over time my mission became clear: To make sure these women are better prepared financially and emotionally to weather any personal crisis with a greater sense of confidence. I have created a holistic approach to finance, to support women seeking to implement financial plans that will take them where they want to go--wherever that is! And to be whoever they wish to be!
My money knowledge, combined with this experience, managing through a recession, led me to a new role as a financial advisor. And as I built my practice, I began to hear stories similar to my own from bright, confident, wise, amazing women. Again, and again, I heard tales of women conquering the world when, suddenly, the rug was pulled out from beneath them--divorce, job loss, illness... The impediments were varied, but the outcome was the same: Fear, confusion, fading confidence...
Everybody goes through their own recession and over time my mission became clear: To make sure these women are better prepared financially and emotionally to weather any personal crisis with a greater sense of confidence. I have created a holistic approach to finance, to support women seeking to implement financial plans that will take them where they want to go--wherever that is! And to be whoever they wish to be!
Event Media:
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