A guide for obtaining financial security, accumulating wealth and establishing and investing retirement accounts for survivors, students, single and married women, employees at large and small businesses, independent contractors and members of community organizations.

Key Take-Aways:

1. Steps to secure and protect your financial health
2. A roadmap for setting your life goals and building a savings and investing plan to achieve them
3. Options for establishing tax-deferred retirement plans or adding additional options to your current plan.

Speakers Bio:

Lauretta “Retz” Ann Reeves is the international equities portfolio manager and a wealth management advisor at Islamorada Investment Management (IIM). Ms. Reeves joined IIM in 2013. She has served as a portfolio manager and Co-Chief Investment Officer of the Value Strategy at Hansberger Global Investors (HGI). Before HGI, Ms. Reeves was a portfolio manager and Senior Vice President with Franklin Templeton Investments.

Ms. Reeves is a CFA® Charter Holder and a member of the CFA Institute, where she is a member of the Practice Analysis Working Body, The CFA Society of North Carolina, and the Business and Professional Women/Triangle. She holds a certificate in ESG Investing from the CFA Institute and the designation of Accredited Wealth Management Advisor (SM) (AWMA®) from the College of Financial Planning. She received a BBA from Florida International University with High Honors and an MBA from Nova Southeastern University. Ms. Reeves also authored two books: Adopted Paws and Advice from a Broad Abroad.