Tell people about what we can do.

ABOUT RITA

Rita Lakes is a highly accomplished financial educator with a passion for helping individuals and businesses achieve financial literacy and success. With over 25 years of experience in the accounting & finance industry, Rita has developed a reputation for delivering engaging and practical educational programs that empower her clients to make informed financial decisions.

Achievements:

• Bachelor of Science in Accounting

• Senior Marketing Director(SMD), WFG/WSB

• Certified Financial Educator (CFEd)

• Certified in Long-Term Care (CLTC)

• Registered Social Security Analyst (RSSA)

• Accredited Retirement Advisor

Professional Experience: (2016 - Present)

• Develop and deliver comprehensive financial education workshops and seminars to diverse audiences, including students, employees, and community members.

• Create educational content and resources on topics such as budgeting, saving, investing, debt management, and retirement planning.

• Tailor educational programs to meet the specific needs and goals of different client groups, ensuring relevance and effectiveness.

• Utilize a variety of teaching methods, including interactive exercises, case studies, and real-life examples, to enhance learning and retention.

• Provide one-on-one financial coaching sessions to individuals seeking personalized guidance and support.

Tax & Financial Consultant,  (2005 - Present)

• Advised clients on investment strategies, retirement planning, tax optimization, and risk management.

• Conducted comprehensive financial analyses and developed customized financial plans based on clients' goals and risk tolerance.

• Educated clients on various investment products, explaining their features, benefits, and associated risks.

• Monitored clients' portfolios and provided regular performance updates and recommendations for adjustments.

• Conducted educational seminars for clients on insurance, retirement planning, investment basics and strategies for wealth accumulation.

Key Skills:

• Strong knowledge of personal finance principles, including budgeting, saving, investing, debt management, and retirement planning.

• Excellent communication and presentation skills, with the ability to simplify complex financial concepts and make them accessible to diverse audiences.

• Proficient in using multimedia tools and technology to enhance the learning experience.

• Ability to build rapport and establish trust with clients, creating a comfortable environment for discussing personal financial matters.

• Analytical and problem-solving skills to assess clients' financial situations and recommend appropriate strategies and solutions.

• Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously.

Professional Affiliations:

• Member, National Association of Insurance & Financial Advisors (NAIFA)

• Member, National Society of Accountants(NSA)

• Member, National Association of Tax Professionals (NATP)

Daily Workshops

(Monday - Friday)

We are excited to extend a special invitation to you for an upcoming Financial Workshop that will revolutionize your understanding of personal and business finances. Whether you are an experienced professional or just starting your financial journey, this workshop promises valuable insights and strategies that will empower you to take control of your financial future.

During this dynamic workshop, you can expect:

1. Expert Guidance: Learn from seasoned financial experts who will share their knowledge and experience in managing finances effectively.

2. Practical Tips: Discover practical techniques to optimize your financial resources, develop investment portfolios, and minimize risks.

3. Interactive Sessions: Engage in interactive sessions and discussions that allow you to ask questions, share insights, and connect with like-minded individuals in the finance industry.

4. Networking Opportunities: Expand your professional network and foster valuable connections with fellow participants and industry leaders.

5. Exclusive Resources: Gain access to exclusive resources, reference materials, and tools to assist you in implementing the strategies discussed during the workshop.

Don't miss this incredible opportunity to enhance your financial expertise and gain the confidence you need to make informed financial decisions. Limited seats are available, so RSVP at your earliest convenience to secure your spot.

To confirm your attendance or for any further queries, please reach out to us at MoneySenseAcademy.Rita@gmail.com.

We look forward to welcoming you to an engaging and transformative Financial Workshop!