This webinar is geared toward helping attendees and their employees navigate financial strain in the face of inflation, rising interest rates, tariffs, and lifestyle costs. Rather than pause contributions to essential savings vehicles like 401(k) and HSA plans, this session will explore actionable ways to protect long-term financial security—even during short-term financial stress.
Meet the Presenter
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Kristen Koluch, CFP®, Raymond James
As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. As an Accredited Investment Fiduciary Analyst, she has detailed knowledge in both a prudent investment process and assessment principles, qualifications desired by both the industry and regulators. In 2020, Kristen obtained her Certified Financial Planner™ certification, demonstrating her commitment to her profession. She also leads the Women & Investing initiative of The Mahoney Group. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for our female clients and prospective clients. She appreciates that financial decisions can be emotional, complicating the decision-making process, and feels that maintaining a relationship with a trusted advisor is the key to having the confidence to pursue your financial goals.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.