Local Chapters, Q&A with Louise

Financial Fitness: It’s ALL about the Numbers!

Q&A-with-Louise-bannerOur most recent eChapter meeting on January 13th focused on Financial Fitness and planning ahead for the New Year. The conversation evolved as I moderated a panel of NAPW financial experts who all agree that it’s never too late to get your finances in shape.

Speakers on our financial panel included Cat Lambertini-Obera, Senior Financial Advisor, Merrill Lynch; Charlene Zahn, President, Zahn Financial Services, Inc.; and Jocelyn Jones, Marketing Director, World Financial Group and Executive Director, The ARK of St. Sabina.

During the meeting, we ran a few polls asking our 500+ attendees some specific questions. Below you will find what NAPW members thought:

Q: Which of the following debts are you still attempting to pay off?

  1. Mortgage 24%
  2. Student Loans 19%
  3. Credit Cards 21%
  4. Hospital 3%
  5. Wedding 0%
  6. Two or more of the above 33%

Q: Do you think that men and women need to look at their retirement plans differently?

  1. Yes 58%
  2. No 42%

Q: How important do you think it is to see a financial advisor to assist you with your financial planning?

  1. Extremely Important 45%
  2. Moderately Important 40%
  3. Slightly Important 14%
  4. Not at all Important 1%

Click here to view our complete Jan 13th eChapter event and listen for answers to the questions below that were posed to our NAPW VIP member experts in the field of finance:

  1. What defines financial freedom and financial wellness as an expert in this field?
  2. When we talk about financial planning, it’s not “A One Size Fits All” strategy. Share some tips on what we should be thinking about when it comes to a personal financial plan.
  3. What are some of the key differences / similarities between a personal and professional financial plan? Are they ever interwoven?

Make sure to read this month’s Message from Louise as we prepare ourselves financially for 2016.


Megan Bozzuto

Reply your comment

Your email address will not be published. Required fields are marked*