Women, Wealth, and Wellness Webinar

Women, Wealth, and Wellness: A real conversation by women, for women on building financial confidence.

• Make the most of the Great Wealth Transfer
• Prepare for a longer, more independent future
• Design a retirement strategy that supports the life you want
• Connect financial wellness, physical health, and overall well-being

Co-presented by:

• Sherri Perkins, Senior Vice President, Citadel Wealth Management 
• Patti Hausherr, Vice President Sales, Athene

Citadel Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency.

For more information concerning the services your financial representative can offer, please see FINRA Broker Check or Form ADV Part 2B.