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Financial Foundations – Planning for a Secure Financial Future

Financial Foundations – Planning for a Secure Financial Future

Presented by Seattle Professional Development Committee

May 19, 2022 | 12:00 pm to 1:00 pm

Online Virtual Event

On May 19th we welcome the Women’s Resource Group, featuring keynote speaker and local financial advisor Alyssa Jarman. The WRG empowers individuals to make important financial planning decisions for themselves and their families. Alyssa specializes in helping women strategically manage their financial lives. At this event you will: (1) Learn how you can take control of your financial future (2) Gain insights on key financial topics that impact your life including savings, retirement, and estate planning (3) Be equipped with information specifically tailored to women that will help you make better financial decisions

PROFESSIONAL BACKGROUND

Alyssa Jarman is a financial advisor with the premier planning team of F-Squared at Pacific Capital Resource Group, Inc. Alyssa has an education-centric practice and takes the time to provide each client with the knowledge and resources they need to be successful. Her focus areas are retirement planning, college funding, insurance (Life, Disability, Long term care), investment planning, and professional money management. Alyssa is also Life, Disability & Long-Term Care Licensed and a Registered Representative of Advisor Group.

Alyssa is currently a resident of Seattle and invests her time in the community as an advocate for financial literacy. As part of the Women’s Resource Group, she teaches seminars for women’s groups and partners with local companies such as Amazon and Microsoft to bring practical education to their teams. In the past 8 years, the Women’s Resource Group has impacted over 10,000 lives through education.

As a Certified Divorce Financial Analyst (CDFA®), Alyssa is also uniquely equipped to help individuals before, during, and after the divorce process. She brings compassion and understanding to individuals throughout this process, offering support through strategic advice tailored to her clients’ needs.

Born and raised in Olympia, WA, Alyssa is a graduate of Seattle Pacific University. Alyssa enjoys biking around Seattle, attending theater performances, and spending time with her husband, John, and their dog, Riley. When they’re not in Seattle, John and Alyssa love to spend time traveling to wherever the sun is warmest.

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