Managing Your Finances
By Andrea Young on August 4, 2022
We’d like to thank Kerry Luria of Lexington Wealth Management for leading our November 8th event, Managing Your Finances. Kerry discussed topics around understanding and managing your finances. She talked about how our needs are relevant to where we are in life, and our concerns around budgeting, saving, investing, planning for retirement, education funding, and so much more.
Kerry joined Lexington Wealth Management in 2014 as a Managing Director – Senior Wealth Advisor. She embraces a holistic approach to working with clients and is a careful, empathetic advisor. Kerry pursued the Registered Life Planning designation to enhance her ability to help clients recognize what is most meaningful in their lives so that their life and money can go on the same journey. In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values.
Please enjoy the podcast interview and takeaways from this event.