Join Roberta Halfmann, Financial Services Professional at New York Life Securities, to learn how to get started on the path to financial literacy. Becoming financially empowered begins with you. In this workshop we will take a look at where you are and where you want to be—as well as come away with the tools and resources to help you get there.
*Special Guest Speakers:
Peggy Belles - Author and Founder of Peggy Belles Transformational Consultant
Are you ready to change your life but aren't sure where to begin? Peggy will share insights on how to gain knowledge and confidence about yourself. Whether you want to work on leadership, yoga, or nutrition, Peggy is uniquely qualified to assist you on your journey to be a better you.
Her book, Peace in Pieces is a collection of forty-one poems that grapple with the complexity of living. Writing has been Peggy Belles’s uncensored outlet throughout her life. Documented here in captivating verse are the immense challenges and indelible experiences of one woman’s journey from a childhood marred by abuse, family addiction, and death into adulthood and the pursuit of a purposeful life for herself by helping others.
Michael O’Leary CLU, ChFC, is and Investment Advisor Representative for Next Financial Group
Mike has been providing investment and insurance advice to his clients for over 20 years. He is very active in his community and parish, and with his wife Barbara, was co-chair for the fundraiser which help build the beautiful new church for Incarnation Parish in Mantua, NJ. They have spent many years helping to prepare couples for marriage through the Pre-Cana programs. He and his son, John, are both accomplished lectors, and lead the singing as cantors during the church services. As parents of a special needs daughter, Mike and Barbara have also played an active role in helping other couples who face similar challenges with their children. Mike is a ‘78 graduate of Rutgers University, and has been a member of the Ed Slott Master IRA Elite Group since its first year of formation.
Come network while you learn some valuable tips to change both your financial and personal future.
- Refreshments & appetizers
- Time: 2:00 pm to 4:30pm
- Location: New York Life 777 Westchester Ave. White Plains, NY
We are looking forward to meeting you.
Event Fee: There is no fee to attend, however your contribution is greatly appreciated. This will support us with our expenses toward these free educational workshops.
For more information contact: Diana or Louise @ 914-437-7375
Follow us on :