Sheila Jacobs, CFP® discusses the fundamentals of Personal Finance and Long-Term Care. Learn timeless strategies for financial success from vision through implementation and beyond.
Topics covered include goal setting, creating actionable steps , and the importance of having a long term care plan (with or without insurance).
I’m grateful for more than 20 years’ of insights and knowledge gained from helping to manage assets for women, families, charitable organizations, and small businesses in constantly changing markets. I use a long-term investment approach, as I work with clients to help develop and implement strategies for building wealth and realizing their goals. A graduate of Douglass College (Rutgers University/Economics), I worked as a Financial Literacy educator and writer with Life & Money Consulting, prior to joining Wells Fargo Advisors.
Seating is first come, first seated.