Financial Well-Being: Common Money Mistakes May 27, 2021, 9:30am EDT May 27, 2021, 10:30am EDT
Online Event

In this webinar we will talk about some of the most common mistakes people make with their finances and help you avoid them by:

Managing your finances
Preparing for Financial setbacks
Meeting your financial goals
Making financial decisions

Presenter: Mayelin Alvarez

Mayelin has almost 20 years of combined operations, management and business planning experience. Before joining the financial services industry, she was a small business owner. She later joined the consulting industry where she assisted over 600 companies in analyzing deficiencies within their operations. Today she works with owners of closely held businesses to develop strategies that protect their companies and the wealth they generate. Mayelin specializes in providing solutions for a fair and equitable distribution of their estate and exit/succession planning. She is also highly versed in designing sophisticated structures for business planning through life insurance,

Mayelin has found her purpose in helping others and is a strong believer that, through collaborative team work, all goals are possible.

Key Topics