
Cooking Up New Marketing Ideas: A Recipe for Growing Your Business
Wed, Oct 11
|Zoom


Time & Location
Oct 11, 2023, 9:00 AM – 10:00 AM
Zoom
About the event
Shelley Leavitt Nadel, CFP®, CLTC®, LUTCF, is an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner affiliated with the Csenge Advisory Group and Radian Partners and does business under the name Financial Success Strategies. Her firm offers comprehensive financial planning services, including client-specific strategies for: investments, retirement, insurance, tax minimization, business succession, and estate planning. She has specialties in long-term care planning, insurance strategies, and financial strategies for the unique circumstances of same-sex or unmarried heterosexual couples.
Services available from Financial Success Strategies include personalized financial coaching, robust financial plans, fee-based investment management, and risk management through insurance products. Mrs. Nadel also is available to conduct financial literacy seminars for employee networks, community organizations, and informal gatherings of friends and colleagues who have questions about their personal finances. Her specialized expertise includes demystifying Medicare and Medicaid in relation to planning for extended care needs.
Mrs. Nadel is passionate about giving…
Happy Hour
with Toni Harris-Taylor
Thursday, March 26 | La Madeleine @ Town & Country/City Centre
WIFS Houston is thrilled to invite you to our first social event of the year! Join us for an evening of purposeful networking as we host a featured conversation with the incomparable Toni Harris-Taylor. Whether you're looking to reconnect with fellow members or expand your circle with new professional allies, we would love to have you in the room.
