Deborah Sims and the Estate Management Group held the launching of “Engaging Women in Wealth Workshops in 2015” Jan. 28 at the RSF Golf Club. “We are thrilled so many women have responded with such enthusiasm.” The Jan. 28 Introduction Workshop sold out and there are limited seats for the Feb. 11 Introduction Workshop. In addition to the Introductory Workshops, Deborah Sims and the Estate Management Group will also offer personalized workshops and events featuring exciting speakers in 2015 at the Rancho Santa Fe Golf Club.
Engaging Women in Wealth has evolved after three decades of being a woman on Wall Street. It is overwhelming, that even today, women are still struggling with the same issues Sims faced when she became a Wealth Advisor in 1983.
Sims is the principle of the Estate Management Group. She began her career with Dean Witter 25 years ago in downtown Los Angeles. Within five years, Sims was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm. For the last 15 years, Sims has been practicing as an Independent Financial Advisor.
While using her unique approach, founded on providing personal service, her mission has been to educate her clients with the knowledge to simplify a complicated subject.
Currently, Sims and the Estate Management Group provide financial guidance to women, business owners, and foundations to help them plan their financial future and protect their family legacy.
Sims’ Estate Management Group is comprised of locally renowned estate planning attorneys and Certified Public Accountants. By structuring a team with outside specialists, Sims is able to provide her clients with access to a variety of services. Estate Management Group is located at 16906 Via de Santa Fe, Rancho Santa Fe, 92067.
For more information, call 858-756-0004; email firstname.lastname@example.org or visit www.engagningwomeninwealth.com
Photos by McKenzie Images.