Everyone loves planning for their next adventure, the things they’re looking forward to, the things that light you up. But the best investors plan in advance for both the boon and lean times. In this event, we’ll discuss risk mitigation in personal finance, from simple measures like how much to have in savings, to how life insurance works, to estate planning basics. Our goal will be for you to walk away with actionable items to protect yourself, your loved ones, you assets, and your dignity.
Dana is a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent. After earning her MBA, Dana began her career in finance in 2015. Over the next two years, she obtained the FINRA Series 7 and Series 66 securities licenses, as well as her Colorado state life, health, and long-term care insurance licenses. In 2019, she became an Enrolled Agent tax professional. In 2021, she completed all requirements to obtain the CERTIFIED FINANCIAL PLANNER™ designation.
Dana lives in the foothills of the Rocky Mountains, with her husband and their cat, Betty. In her free time, she enjoys hiking, going on neighborhood walks with family and friends, practicing French, bird watching and cultivating a daily meditation practice. She likes volunteering with local organizations and has served as a board member for The Environmental Group, The Center on Domestic Violence, and the Nederland Community Library. In 2020, she was the recipient of the Boulder Valley Rotary Club Pacesetter Award and was the leader of their Diversity, Inclusion and Equity Initiative.