Managing Your Finances- November 8th

By Andrea Young on August 4, 2022

We are thrilled to have Kerry Luria of Lexington Wealth Management leading our November 8th event, Managing Your Finances. Kerry will discuss topics around understanding and managing your finances.  Your needs are relevant to where you are in life, and concerns can range from budgeting, to saving vs investing, to planning for retirement, to education funding, and so much more. We encourage you to bring your financial questions as we want this to be an interactive event that is helpful to you!

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.

Click here to reserve your spot

We look forward to seeing you on November 8th!

Office
12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 862-4392

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