The Women’s Council programming for 2017 will take the feminine concept of “bossiness” to a new dimension.
When it comes to financial decisions, do you feel like the boss or like you’re starting your first job? Sadly, millions of people with no background in finance must make important financial decisions—saving for college, financing a house, planning for retirement, making a workable budget or managing investments. It’s an intimidating responsibility that can lead to poor decisions . . . if you don’t resolve to take control of your financial situation.
The Women’s Council programming for 2017 will offer a session—“Be the Boss of Your Finances”—on Monday, May 22, at noon. Women’s Council is a quarterly program of the Cleveland/Bradley Chamber of Commerce.
Kelly Browand, an Edward Jones financial advisor, says, “It’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.” Browand began her Edward Jones career in Cleveland in 2010.
“I have served the firm as a field trainer and mentor to newer financial advisors,” Browand says. For the Women’s Council luncheon, she will address Social Security, long-term care and retirement income. She noted that “being retirement ready means creating a vision for your own retirement. This involves defining retirement because each women’s situation is unique. Then we identify goals and possible risks and how to overcome them.” Browand will also talk about financial goals other than retirement. “Professional women are often responsible for financial matters in older and younger generations,” she says. Finally, she will also talk about how to recognize such risks as rising costs, longevity, market volatility and the unexpected.
Browand attended Florida Atlantic University and graduated summa cum laude in 2007 with a bachelor’s degree.
She and husband, David, have four children, a daughter and three sons. Originally from Ohio, she has lived in Cleveland since 2008. An active member of the community, she is president for the Family Resource Agency board and past president for Cleveland Civitan Club. She serves as a community volunteer lead for Bradley County American Red Cross and volunteers for Junior Achievement of the Ocoee Region, Habitat for Humanity of Cleveland and Boy Scouts of America.