Lunch and Learn – Financial Planning
When: Thursday, April 11, 2019
Time: 11:30 AM – 1:00 PM
Where: Builders Exchange – 642 S. Cooper St., Memphis, TN 38104
- Why 401ks are Important & Maximizing Employee Benefits
- Investment Basics 101
- IRA vs Roth IRA
- Importance of Social Security
- Estate Planning Basics
- Kathy Fish, President and Senior Advisor at Fish and Associates, established her firm in 1992 and it remains the only all female financial planning team in town. She will help you craft a truly customized financial plan that takes into account much more than your monetary assets. Her approach and the culture she’s exemplified at the firm is a “return on life, not just a return on investment.” Kathy helps break down complex ideas to educate people and help them gain control of their finances and future, no matter what it may hold. She received her MBA from University of Memphis and has several professional designations including the CERTIFIED FINANCIAL PLANNER™ designation. She’s been featured many times in the Memphis Business Journal as one of the top financial planners in town and she remains an active member of her community through her local board positions and Cocktails for a Cause series.
- Kerry Jackson is a financial advisor who works primarily with young professionals in helping them meet their goals and achieve financial independence. She believes that by acting as her clients’ accountability partner, coach, and primary motivator they can more easily transition toward a work optional lifestyle. Kerry has been in the industry for nearly 10 years, all of which have been at Memphis’ only all female financial planning firm – Fish and Associates. She holds her CERTIFIED FINANCIAL PLANNER™ designation, is a Chartered Retirement Plan Specialist®, and is currently pursuing the Certified Student Loan Professional ® designation. In her free time she serves on the board of Friends for Life and volunteers with the local animal shelter as a foster mom for dogs throughout the year. Kerry is a native Memphian and a 2008 graduate of the University of Toronto.
All attendees must RSVP to email@example.com by Wednesday, April 3, 2019.