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Discovering New Possibilities

Discovering New Possibilities



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Learn how one woman moved past worry and is confidently guiding her financial future.

Anita was in her 60s, recently divorced and starting a new life in Austin, TX. While the divorce was amicable and Anita herself very capable of managing her financial affairs (she was a former accountant), she still felt anxiety around her financial well-being and what she could achieve moving forward. Her engagement in our Elevating Women program gave her not only peace of mind that she could fund her lifestyle and more, but also the confidence to advocate for herself moving forward. She feels equipped to manage her finances and continue to make informed decisions as circumstances change.

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This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel.  All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.