Wed, Aug 12 | Online Event

IPWEC - 2020 Women's Empowerment Summer Summit - India Lott

The Components of Comprehensive Financial Planning
Registration is Closed
IPWEC - 2020 Women's Empowerment Summer Summit - India Lott

Time & Location

Aug 12, 2020, 12:00 PM – 1:00 PM CDT
Online Event

About the Event

Understand the importance of Risk Management in your business.

Interactive teachings will include:

  • The important of ‘rainy day’ funds, how much is needed, how to build it and when it should be used
    • Health Insurance and what type of plan works best and how each plans helps with tax mitigation
    • Income protection
    • Survivorship
    • Ways to help your money grow with tax free withdrawals

SPEAKER BIO:

India Lott is a Financial Advisor who specializes in working with women. Her goal is to cultivate enduring relationships with clients by providing expert guidance for a lifetime of financial security. As a Financial Advisor, my mission is to develop a strong understanding of my client's unique circumstances and goals and to provide a bullet-proof, personalized financial plan that allows them to enjoy life now, while also planning wisely for the future. India helps find the right solutions for personal, family or business needs.  My comprehensive experience in the financial industry, has led me to have a deep conviction around the critical need to plan. I passionately believe it is important for all people, but particularly women, to be educated on where they are and what steps they can take to craft their best futures. It is in planning that I am able to help clients connect the dots to do so.

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