Presented by Women’s Business Forum

Sheila Jacobs, CFP, CEO of Life & Money and Women’s Business Forum vice president, will speak on personal finance fundamentals and organization tips to stay on track at the regular FREE monthly morning meeting of the Women’s Business Forum, 8-9:00am on Wednesday, 1 September, at the James-Lorah House, 132 N. Main Street, Doylestown, PA 18901.

Jacobs will discuss the fundamental elements in planning for the secure financial future you want, along with
• setting goals you’re willing to work toward
• creating a budget that makes sense
• tracking those expenses—painlessly
• choosing an advisor you respect and trust

Author, speaker, client advocate and financial educator, Jacobs was inspired by her own early experiences with savvy and patient investment experts to become a Certified Financial Planner™ and eventually an independent advisor. In 2009, her commitment to financial education led her to found Life & Money, where she focuses on teaching and team building. Her workbook, Life & Money, is designed to inspire while reinforcing the personal financial management principals that are the bedrock of her programs.