Financial Planning for the Professional Woman

Women have unique experiences and challenges when it comes to their financial well being.

Financial planning is more than just budgeting and investing. A well rounded financial plan that ensures women reach their financial goals in all areas of life will include cash flow management, insurance and risk management, retirement planning, estate planning, tax planning and investment planning.

As financial planning professionals, Lucja Davson and Crystal Kelly will share their insights and knowledge as they touch on some of the key things to consider in each of these six important areas of financial planning for women.

Cost: Free to Members, $20 Non-Members

Agenda:

5pm: Arrival and Networking

5:30pm: Seminar Starts

7:30pm: Wrap – up

About your speakers

Crystal Kelly – Certified Financial Planner – Amani Financial

Crystal Kelly is a Certified Financial Planner with 16 years of experience in the financial services industry. The primary mission of her independent planning practice, Amani Financial, is to guide women to financial independence so that they can break the cycle of financial chaos and bring peace of mind to their lives. This is achieved through holistic, fee-for-service financial planning in the areas of cash flow management, investment planning, retirement planning, estate planning, insurance and risk management, tax planning and small business financial planning. Additional services offered are insurance and risk management reviews, financial planning workshops catered to groups (such as forums, educational organizations, women empowerment groups and retreats) and speaking engagements on the topics of women empowerment, inequalities women face with financial planning, budgeting and automating finances, financial planning 101, and more.

Women have unique experiences, challenges, opportunities and goals when it comes to finances and wealth building and the mission of Amani Financial is to empower women to increase their financial literacy, create financial security, build wealth, and improve their overall well being and peace of mind around their finances. Crystal has a passion for working with women and is also a volunteer financial coach with the Empower U program which helps women in poverty facing barriers to financial security.

Lucja Davson, QAFP – KBH Wealth Planner

Over the last 5+ years, Lucja has focused on Comprehensive Planning for business owners, professionals, and farmers. Working in Edmonton, Wainwright and Provost. In 2021, Lucja joined KBH Chartered Professional Accountants as their inhouse Wealth Planner under the KBH Wealth Planning Division, previously holding roles as both Administrator and Associate at  Canaccord Genuity within Wealth and Estate Planning Services. Lucja’s areas of expertise are planning for retirement income, estate preservation and protection, and along with your accounting team, tax strategies. While having a designation in Financial Planning Lucja is also Life and Living Benefits Insurance licensed allowing KBH Wealth to provide comprehensive Insurance Services.

In partnership with TriCert Financial Group, KBH Wealth Planning offers a unique Investment Management solution. By Integrating your Investment Portfolio management Team,    Financial Planning Team and    Accounting team, KBH Wealth is able to provide you with a thorough Holistic Wealth Advisory Service. Lucja will work closely with all parties to help guide you with implementing your Financial Plan.