Pearls Of Wisdom
Archive for August, 2011
Habitat For Humanity
At Godfrey Financial Associates, Inc we feel it is important to give back to the community. Currently, Kathleen Godfrey is actively involved in the community through Habitat for Humanity: Women Building Houses for Women. Check out the stills below of Kathleen in action.
Pearls of Wisdom
Pearls of Wisdom: An Educational Series For Women
Sponsered by Godfrey Financial Associates, Inc.
Social Security: What You Need To Know
Despite media reports and speculation, Social Security plays a pivotal role in your retirement planning. As you plan your retirement, you need to know:
- How are my Social Security benefits computed?
- How much can I expect to receive?
- What are my options?
- Which Social Security benefits am I entitled to?
- What Medicare rules apply to higher-income beneficiaries?
Join me for lunch and an enlightening discussion with our special guest speaker, a Public Affairs Specialist from the Albany Social Security Office.
Come with questions you’ve never had answered, and learn what’s essential for your retirement well-being!
Tuesday, September 27
11:30 am — 1:00 pm
Light lunch served
RSVP: by September 22
The Crossings of Colonie
Main building, Executive Meeting Room
580 Albany-Shaker Road
Reservations are required!
Seating is limited to the first 50 registrants.
To reserve your seat, call 220-9381
About Pearls of Wisdom
Pearls of Wisdom is an educational series developed to give women of Capital District an opportunity to network, discover, and discuss topics of interest. Each quarter, we explore topics and issues relevant to women. Past programs have included:
- Identity Theft
- Tax Planning
- Estate Planning
This is not your typical financial seminar! You’ll leave with information not a pitch to buy financial products you don’t want and don’t understand. In other words, there are no strings attached.
Pearls of Wisdom is sponsored by Godfrey Financial Associates, an independent Registered Investment Advisory firm. We are dedicated to providing quality programs and services for women of the Capital District.
Please check out our community and events page to get the date and time to our next program.
How can I get started?
The first step is an initial inquiry from you. Call us at (518) 220-9381 or CONTACT US to arrange for your complimentary initial consultation. We’ll be glad to answer your questions, review your circumstances, and discuss the next steps.
What are the benefits of hiring a Registered Investment Advisor (RIA)?
Because we are not owned or financially supported by any insurance company, bank, brokerage firm, or any other financial institution—
- we are beholden only to our clients
- we operate under strict fiduciary standards
- our advice is delivered in a manner that is personal, objective, competent, ethical and confidential
Who can benefit most from your services?
- pre-retirees or recent retirees
- small business owners
- trustees and executors
- people who are transitioning between life stages
Why should I choose Godfrey Financial Associates?
By working with us, you will experience personalized service, attention to your unique situation, and an integrity-driven firm that puts your interests first and foremost.
