Lifestyle Protection Planning

A Special Invitation
Did you know that women face greater retirement risks than men?

About This Virtual Empowerment Event

Please join us for an informative and uplifting live Empowerment Event For Women, By Women!
 If you can't attend either session live, we recommend you still register so you will be able to view the recording when it is available!

If you’re retired or planning for retirement, own and operate your own business, or are recently divorced or widowed and have financial concerns, we can help!
You’ll learn:

  • Ticking Time Bombs - Are you aware of the greater retirement risks women face?

  • Taxes & the IRS ​​​​​​​​​​​​​​- Do you work with a tax preparer or a tax planner hoping to minimize taxes now and in retirement?

  • Estate Planning Simplified ​​​​​​​​​​​​​​- Are your critical documents in order?

  • Lifetime Income Planning - How will skyrocketing healthcare and long-term care costs, taxes, and market volatility impact your retirement income?

  • Health & Longevity - Do you know the secrets of living a long , healthy life?

  • Healthcare & Long-Term Care - Are you prepared for increased healthcare cost that could impact your retirement plan?

  • Lisa Chenet, CFF

    Lisa is a Certified Financial Fiduciary. As a Certified Financial Fiduciary, she agrees to uphold the highest moral, ethical, and fiduciary standards of service when providing advice to potential or existing clients. She is also an Investment Advisor Representative and a licensed Life, Health and Annuities Producer. Lisa is from the Caribbean. As a woman and minority, she has always felt under-represented in the financial world. Her life experiences, positive attitude, and passion for finances makes her uniquely qualified to help women empower themselves to ask questions and take ownership of their financial security.

  • Kyleah Parson, PhD

    Dr. K considers herself “home grown.” She was a Presidential Scholar in 2001 from Norfolk State University, and received her master’s degree in Education from the College of William and Mary in 2002. Dr. K also has earned her PhD, all honors in Education, Policy, Planning and Leadership from The College of William and Mary in 2012. Dr. K has utilized her gifts and talents in both the education and financial planning arenas. She has over 13 years of experience as a classroom teacher, Site coordinator and administrator for Norfolk Public and Chesapeake Public Schools. She has been a licensed financial advisor for over 15 years and is also a licensed Registered Investment Advisor. Dr. K’s mission is to educate and motivate people on how to take control of their financial future.

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