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Webinar | Protect and Grow Your Financial House
Monday, August 12, 2024, 11:00 AM - 12:00 PM MDT
Category: Webinar

WiPP Webinar

Join us for an insightful and practical webinar designed to help you achieve financial wellness through strategic priority stacking and informed financial decision-making.

During this session speaker Erin Hoffman, will guide you through the process of organizing, protecting, and growing your financial house. You will learn how to assess your current financial situation, set achievable financial goals, and develop a comprehensive plan to reach these goals. We will also address budgeting, the common obstacles to financial success, retirement planning, and provide real life strategies to overcome these barriers, ensuring you can navigate your financial journey with confidence.

Key Takeaways: 
  • Organizing, Protecting, and Growing Your Financial House: Learn how to assess your current financial situation, set achievable financial goals, and develop a plan to reach these goals.
  • Identifying Obstacles to Financial Success: We’ll discuss common barriers that prevent financial success and provide strategies to overcome these obstacles.
  • Creating a Savings Strategy: Discover how to set realistic savings goals, budget effectively, and regularly set aside money for both planned and unexpected expenses.
  • Budgeting: Understand the importance of tracking income and expenses, setting spending limits, and adhering to these limits to achieve your financial goals.
  • Understanding the Importance of Retirement Planning: Gain insights into why retirement planning is crucial for financial security in your later years. We’ll cover how to estimate retirement expenses, plan retirement income, and consider factors such as inflation and healthcare costs.

This is a FREE webinar for WiPP Members and $10 for Non Members! REGISTER TODAY to enhance your financial literacy and take control of your financial future. We look forward to seeing you there!

Register Here
Meet the Speaker: 

Erin Hoffman

Erin Hoffman is a Financial Advisor at Certified Financial Services, LLC (CFS), a leading boutique financial services and wealth management firm in Northern New Jersey, where she provides individuals, families, and businesses with financial protection and wealth accumulation strategies. 

As a holistic financial planner, Erin is eager to take part in the growth and development of her clients’ financial futures. She helps to educate and empower her clients on how to gain an understanding of basic financial concepts, how to get financially organized, and provide them with the knowledge to make great decisions, so they have the courage and understanding to move forward and reach their goals. Erin is a national speaker and has been a main stage speaker from Vegas to Dallas and NYC for association national meetings and conferences. 

Utilizing an innovative financial tool, The Living Balance Sheet®, Erin is able to translate and communicate complex financial concepts, estate planning considerations and investment strategies clearly and concisely, and tailors thoughtful recommendations to each of her clients. In addition, Erin engineers business succession strategies and provides tax efficient financial advice through a process which allows them to understand their current situations and ways in which they can build and preserve their wealth along with meet any other goals they may have. She takes a holistic, integrative approach, coordinates all facets of a client’s personal and business finances, and strives to create personal economies that can produce long term wealth, abundant retirement income, tax efficiency, minimal cost, curtailed risk and enhanced legacy protection. Her clients know she has as much concern, care and passion for their long-term personal and business financial success and well-being as she has for her own. 

Erin is a Mentor for the Seton Hall University Women in Business Program; and is also an Advisory Board Member for the following organizations: Eminae Network, a mergers and acquisitions group; National Women in Roofing Assn for NJ and their National Finance Committee.; and Spry Forward. She is also a member of NAIFA, and advocates annually in Washington D.C. for her clients and industry. She is also passionate about giving back to professional women, advancing women’s leadership, advocacy and mentorship in business, and shattering glass ceilings everywhere.

Connect with Erin on Linkedin! 

Register Here

Erin Hoffman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 52 FOREST AVE, PARAMUS NJ, 07652, 201-8437700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number 4029326. 2024-177001. EXP date 8/6/24. Women in Plumbing & Piping is independent of and unaffiliated with Guardian, its affiliates or subsidiaries. Trademarks are the property of their respective owners and are used with permission.

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