Financial Resolutions 2025: A Checkup
Wednesday, January 29, 2025
Noon to 1 p.m.
Join the Carter Financial Education Series for a new year financial checkup
- Have you updated your financial plan?
- Are all your beneficiaries correct?
- What risks are you overlooking?
- Are your estate planning and charitable gifting where they need to be?
Invite a friend who could also benefit from this tune-up in their finances!
SPEAKERS
Ellenore Knight Baker, CFP®, CEPA®
Vice President
Carter Financial Management
Ellenore Knight Baker encourages her clients to achieve their financial and life goals in a risk-mitigating manner. As a trusted and experienced financial planner, she understands that families can face jurisdictional challenges. Her clients come from many locales and include CEOs of small and large businesses, as well as executive women in many fields.
Ellenore started her career as a floor trader for Goldman Sachs on the New York Options Exchange, the New York Mercantile Exchange and the International Petroleum Exchange where she created hedging strategies for domestic and international clients using commodities, financial futures, and options.
Deborah L. Hickey, CFP®
Financial Planner
Carter Financial Management
Deborah L. Hickey, a CERTIFIED FINANCIAL PLANNER™ professional, guides clients in all stages of the financial planning process to make well-informed decisions, identify overlooked opportunities, and reduce risk and emotional bias that can derail a life well planned.
Whether planning for retirement, children’s college education, or a major life transition, Deborah delivers financial planning and wealth management strategies to help clients prioritize and pursue their goals. After 15 years in sales, marketing, finance, and staff accounting with Nestle and Nuvista, she pursued her own dream and made the leap to financial planning at Carter Financial Management in 2014. Deborah’s general business acumen, results-oriented approach, and commitment to excellence helps to ensure that her client’s needs are well met.
Questions?
info@carterwealth.com
