Meet WWBN Gold Member Pam Katunar
Pam Katunar specializes in demystifying the often confusing world of finance and investments. As a Financial Advisor at Raymond James, she helps people prepare for and have peace of mind about their finances.
When people choose to downsize their homes and move to a different living arrangement, they wonder what they can afford. As people approach retirement, they may also worry about outliving their money. Pam helps them understand their financial situation and options. She also works with adult children who manage their parents’ finances.
If you work with Pam, she will discuss in simple terms things you may need to consider:
- What are the expenses?
- Where does the income come from?
- What is the most important goal?
- Is it possible to have income guaranteed for life?
- Why/how do you have an estate plan?
Specializing in retirement, Pam has completed the Certified Professional Consultant on Aging course, dealt with her own aging parents, and worked with hundreds of retirees over the years. She helps clients navigate today’s entire retirement landscape versus just saving for retirement with both knowledge and practical experience.
Pam offers free monthly financial workshops and some just for women. Attendees appreciate getting practical knowledge about finance, investing and related topics. After a session, they have a better understanding of:
- What factors they need to consider in their specific situation
- What resources are available to help make decisions
- Where to go to get additional help with a specific concern
Everyone has a unique story and financial situation. At Raymond James, Pam has many independent options and resources to support clients. It’s not a cookie-cutter approach.
“Many people are confused and intimidated by the financial world,” explains Pam. “Getting some education through my seminars empowers them to be able to move forward to determine what’s best for them.”
In this rapidly changing world, Pam is the ideal financial expert to help you get and stay on track for your retirement experience.
Contact Pam Katunar for a free 30-minute consultation. Visit her website for details.
Disclaimer: Pamela Katunar is a financial advisor with Raymond James Ltd. The views of the author do not necessarily reflect those of Raymond James. This article is for information only. Raymond James Ltd.is a member of the Canadian Investor Protection Fund.
This business spotlight is provided as a benefit to Pam Katunar as a Gold Member of WWBN.
Written by Bonnie Chomica, Marketing Done Write