As the scope of wellness has extended to mindfulness, gut health, and body image in recent years, another change is happening: This time, with your money. Your financial well-being is an integral part of not just your mental heath, but your overall health.
Join financial advisor, Diana Lougen, for a series of 3 different workshops catered to different stages of a woman's financial life.
Week One (4/25) :: Work, Life and Money Balance: Creating a Living Financial Plan
Week Two (5/9) :: Social Security, Medicare and Retirement
Week Three (5/30) :: The Essentials of Estate Planning
We’re finally realizing that financial wellness is an important part of the happiness equation. (Learn why Financial Wellness needs to be on your radar asap HERE)
hosted by: Diana Lougen of Monarch Wealth Management
cost: $10/class, $25 for all 3 classes, cash at the door
Diana Lougen started her career in Financial Services in 2007. She began working for New York Life Insurance Company and developed a complex understanding of life insurance. Her career path would lead her to M&T Securities where she spent 8 years working with individuals and business owners to build wealth. She received her undergraduate degree at the University of Buffalo in Business Management and an MBA from Canisius College to continue to deepen her knowledge in Finance. Areas of specialty include working with individuals and business owners to help educate on how to create a solid financial plan to protect themselves and their business along the way. Diana has been married to her lovely husband Jim since June of 2015. During her free time, she enjoys spending time with friends and family, playing golf and practicing Yoga. She is originally from the Finger Lakes and tries to make it back to Seneca Lake for relaxation and rejuvenation.
At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
From Retirement Planning, to Estate Planning, Monarch is here to guide you, step-by-step, in addressing all of your financial goals. At our firm, we have the client—and only the client—in mind. We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
The culture of Monarch Wealth Management is based upon mutual respect, a high level of collaboration, and sharing success with team members in the spirit of achieving overall growth and development for the company. While their offices and dress attire are formal and consistent with the image of an elite firm, their work environment is one of a casual atmosphere. People share offices in the effort to foster collaboration and everyone is “hands-on” and sincere in their commitment to deliver the highest level of objective service to clients. This is a team environment comprised of high quality people who work collaboratively.