Learn about money scripts, money habits and money goals. Leave this interactive workshop with a plan you can live with that includes resources and tools for success.
hosted by: Kristin Meyer, Registered Investment Advisor + Debra Battistella, Registered Occupational Therapist
cost: $75 per person, includes all 4 sessions
Kristin Meyer + Debra Battistella
Kristin Meyer is a Financial Advisor offering securities through United Planners of America. Graduating with a BA in Financial Planning from Medaille College, she has been in the financial service industry since 2007. Kristin is an Investment Advisory Representative (Series 65) and Accredited Investment Fiduciary. She also holds FINRA License 6 & 63 and a Life Accident and Health license. Kristin enjoys working with individuals and families on retirement planning, budgeting, and investment strategies. She also dedicates a portion of her focus on expanding financial literacy within the community.
Debra Battistella, MS, OTR/L is an occupational therapist, educator and owner of Creative Concepts in Occupational Therapy, PLLC. Debra has over 17 years of experience working with people as an occupational therapy practitioner. Several years ago she branched out into education, teaching and coordinating fieldwork at a local community college. Debra has presented locally at various community support groups and nationally for the American Occupational Therapy Association at professional conferences and education summits. She enjoys the creativity, connections and fun that being an occupational therapist brings to her life. She is especially fond of developing and running classes that promote group interactions, believing that everyone has something of value to bring to the table.
Kristin and Debra have been working together professionally for several years. Separately they embrace similar visions of empowering others to create wellness by providing tools for purposeful action. They understand the power of unity and decided to join together to bring knowledge, creativity and fun to the arena by helping others along their paths of optimal wellness.
Kristin Meyer is a Registered Representative and a Registered Investment Advisor offering securities and advisory services through United Planners Financial Services of America, Member: FINRA, SIPC. Nucci Financial Group and United Planners are not affiliated.