Prudent Financial Management: The Mid-Career Years

Code: IM22211

Dates: March 12-19, 2024

Meets: 6:30 PM to 8:00 PM

Sessions: 2

Location: Lower Merion High School

Course Fee: $65.00

There are still openings remaining at this time.

OR
Refine your financial management skills during the pivotal mid-career phase. Learn prudent budgeting, investment strategies, and long-term planning to maximize your financial well-being.
Fee: $65.00
You could save $10.00 on this course by becoming a member of MLSN Membership

Lower Merion High School

315 E Montgomery Avenue
Ardmore, PA 19003
Click here to visit their site

Karen Santini Clemens

Karen Santini Clemens has over 23 years of experience as a CPA. It has become clear to me how beneficial it is for clients to take an active role in their financial planning. This is the reason I have expanded my practice to include a full range of financial advisory services. Working alongside my clients has allowed me to advise them on financial planning while educating them on the tax impacts of investing. Together we are able to take a proactive approach to financial planning, including potential tax savings and minimizing tax exposure. Through fostering a true client partnership and working together as a team, I am able to help guide clients through life’s milestones. Whether it be navigating through a major life event, planning a comfortable retirement, or educating the next generation on the importance of future planning, my services will be there every step of the way. I grew up in Wayne, PA and attended Pennsylvania State University where I graduated with a Bachelor of Science in Finance. I have been residing in West Chester since 1999 where I raised my two children, Nick and Sara. In my free time I enjoy exercising, the beach, reading, gardening, and traveling.

karen@santinifinancial.net