WIRE Lunch - How to Use Your IRA to
Invest in Real Estate
How to Invest your IRA money in Real Estate
and
Strategies to Maximize Your Savings
with Kari McLeod-Bulewich of
Wealth Strategies Team, Avon, Connecticut
REGISTER NOW and BRING a FRIEND!
Limited Space Available
My mission is to help women – young, midlife, or aging with grace – to manage the relationship between money & their goals, doing so without anxiety and stress.
I have made a career over the last 15 years working with insurance companies in corporate finance, reporting and project management. Throughout this time there was always this hidden desire to be closer to people, to really help, this voice that said ‘you can be doing more for others’. I’m happy I finally listened to that voice, taking the experience gained over the past decade to fulfill my real passion of connecting with people and their personal finances.
My purpose is to help those confident and professional working women, the stay at home moms who make household contributions which don’t get valued monetarily, and women, like me, that find ourselves caring for our children after personal transitions such as divorce or the death of a loved one.
The reputation that I have built throughout my career is a great source of pride and accomplishment for me. I stand for 3 main tenets in my life:
* Dedication – I work hard building a lasting relationships based on trust
* Approachability – Feel comfortable working with me and having the tough conversations
* Execution – I achieve what I set out to achieve
I always promise to show compassion, confidence, and honesty; and to be a teammate on your side with the same goal of securing a better financial future.