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Penelope Tzougros

TOPICS

FEE CATEGORY*: 5.0k to 10.0k

TRAVELS FROM: Massachussets


    Penelope Tzougros: Profile

    Dr. Penelope Tzougros knows how important it is to ask good financial questions: The better the questions, the better the answers, and the better the results. With Penelope to lead the way, you’ll learn how to take charge of this critical financial process.

    Penelope was a professor in Boston and New York for thirteen years. In 1986 she became a financial planner at Bay Financial Associates, offering Securities and other advisory services through WS Griffith and Co., a Registered Broker/Dealer and Investment Advisor. She provides individuals and businesses with a broad range of strategies for building wealth and security.

    Areas of expertise include:

    • Estate and Financial Planning Investments
    • Insurances Managing sudden wealth whether from inheritance, stock options, personal injury settlements or other sources
    • Understanding the impact of long-term care on your portfolio
    • Coordination of employee benefits and executive plans

    Penelope offers seminars and financial planning through The Financial Group Consulting, Inc., a Registered Investment Advisor, formed to provide fee based, independent, and comprehensive planning for business owners, professionals and creative artists.

    Areas of expertise include:

      • Designing alternate scenarios for your future that clarify your options
      • Building and protecting capital
      • Tailoring a portfolio’s asset allocation for your changing needs
      • Money – smart handling of income and estate taxes  

    An outstanding speaker, Penelope Tzougros shapes important ideas about how money works and how to make it work better for you.

    FYI: How to pronounce Tzougros ('Sue-grose')    

    Presentation Topics...

    • The Wealth You Want - in the Time You Have
    • From Risk to Riches
    • What Every Woman Should Know About Money
    • Debt Do You Need It?
    • Nursing Home Care Insurance
    • Taking the Risk Out of Retirement



    * Please note that while this speaker's specific fee falls within the range posted (for Continental U.S. based events) at the top of this page, fees are subject to change without notice. For current fee information or international event fees (which are generally 50-75% more than U.S based event fees), please contact Speakers Platform.