“Fiscal Fitness, Exercises to get your financial life in shape”
From the warm up to the work out, we’ll discuss basic financial planning strategies you can use at every stage of your life.
Registered Representatives of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Jacqueline L. Powell & Associates, Inc. INVEST does not offer tax or legal advice. 145669
Stephanie Peffer's Bio
Stephanie is an associate with Jacqueline L. Powell & Associates, Inc. helping to provide the firm’s clients with the highest degree of professional service to include; portfolio management, research, trade execution and on-going financial planning and investment advisory consultation.
She is a Registered Representative and Investment Adviser Representative of INVEST Financial Corporation. She maintains the Series 7 and 66 securities registration as well as the PA Life and Health Insurance licenses. She brings over a decade of experience working in the financial services industry, most recently with a regional bank.
A long time Carlisle resident, Stephanie received her B.A. and M.S. from Shippensburg University. She has been involved in several community nonprofit committees and is a graduate of the Leadership Cumberland program. Stephanie currently serves as the Finance Committee Chair of the Leadership Council for the Carlisle United Methodist Church.
Date and Time
Wednesday Apr 19, 2017
3:00 PM - 5:00 PM EDT
April 19, 2017
3:00-5:00 PM
Location
The Carlisle Vault
Fees/Admission
$20/member
$35/non-member