Community Events

Events and Webinars

Savvy Women, Smart Investors

Date and Time

Thursday, June 22, 2023

11:00 a.m. - 11:45 a.m.
35-minute webinar followed
by a 10-minute Q&A session

Location

Webinar

Topics Covered

• The power of compounding interest

• How things have changed for women

• The costs of long term care

Empowerment course for women on investing. Covers types of investments, strategies, risk, retirement planning, tax-efficient and socially responsible investing. Gain tools to make informed decisions and achieve financial independence.

About The Speakers

Miriam Dougherty
Financial Wellness Educator, SAFE Credit Union
Miriam Dougherty serves the community with over a decade of experience in the financial sector, four of those years dedicated as a Financial Educator. In addition to being a graduate from Fresno State with her BA in Mass Communication and Journalism, Miriam is also a Certified Credit Union Financial Counselor. Miriam is the proud daughter of a first-generation Texas Native and an immigrant from Michoacán, Mexico. When she is not spending time engrossed in a book or enjoying all things Disney, Miriam loves to spend the majority of her time with her husband and two young children.

Dana Lanzaro
LPL Financial Advisor

Dana Lanzaro is committed to providing credit union members and clients with sound investment advice and personalized service. As she employs a comprehensive and thorough financial review process, she tailors a realistic plan for each individual to best suit his or her present needs as well as work toward meeting future goals.

Dana has worked in the financial services industry for more than 20 years, with 18 of those years focusing on clients of SAFE Financial Services. She values the relationship she shares with her clients and understands the importance of ongoing and open communication. Clients appreciate her knowledge and her willingness to share that knowledge.

At home, Dana and her beautiful daughter Isabella, enjoy quality time in their spacious yard. Their favorite things to do away from home are to travel and also to see shows at the B Street Children’s Theater, where they hold season tickets.

Events