Broadening Your Knowledge of Investing
Adult Enrichment / Personal Finance -
The purpose of the presentation is to help you make the most of your relationship with your financial advisor by increasing your knowledge beyond your current investments.
Nancy has been with D214 Community Education since 2021. She earned my MBA from Northwestern University and a bachelor’s degree in computer science and engineering from the University of Illinois in Urbana-Champaign.
She helps her clients review their options to plan for retirement, often working with the client’s accountant, attorney and other professionals to develop a suitable investment strategy .
One area of focus is working with those going through a life transition after losing a spouse to death or divorce. Such life circumstances create unique financial challenges, as I know from personal experience.
Nancy is active in the Kiwanis club of Des Plaines, the Des Plaines Chamber of Commerce and the Federal Reserve Bank’s Money Smart Week. She is also a past president of Prospect Band Boosters and the Forest View PTO.