View this email in your browser

Hello Friends,

Here are our latest news, tips and resources to help you Plan Well, Invest Well, and Live Well. Have questions on how to start Living Well yourself? Get in touch!

Plan Well.

Financially Empowering Women

As the nation observes Women's History Month, we at WHZ are actively working to better understand and serve the financial needs of our female clients. We've also put together the following resources to help all women become more financially empowered right now:

What to Do When Your Income Reaches 6 Figures

Presented by Michael Baum, CFP® RICP®
Congrats on six figures! Now learn how to make the most of it. READ MORE >

2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information, visit fivestarprofessional.com

Invest Well.

WHZ's Leisl Cording Earns CDFA®, Featured in FORTUNE

WHZ Sr. Vice President, Financial Advisor Leisl Cording has earned the Certified Divorce Financial Analyst designation. “Guiding my clients, and in particular women, through life turning points like that is one of the most rewarding parts of what I do," she said.
READ MORE >

Leisl was also featured in FORTUNE magazine's recent "Forty 5-Star Wealth Managers Under 40" feature. READ MORE >

How March Madness is Like Investing

Presented by Jim Zahansky, AWMA®
March Madness is full of risk, reward, expectations... and a few lessons you can apply to the world of investing. READ MORE >

Live Well.

We'll Be At These Upcoming Events – Hope to See You There!

As you know, helping the wider community to Live Well through participation in community events and initiatives is an important part of our mission. If you're in the Pomfret or Tolland, CT area, we hope you'll join us at these events:

Until next month – Live Well!

Best,
The advisory team at Weiss, Hale & Zahansky Strategic Wealth Advisors
Plan well. Invest well. Live well.™
(860) 928-2341 | advisors@whzwealth.com | www.whzwealth.com

Request a Complimentary Consultation

Laurence Hale, Holly Wanegar, Michael Baum, Leisl Cording, Jim Zahansky

Facebook

YouTube

Spotify

Website

This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, FL, IN, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This material has been provided for general informational purposes only and does not constitute financial, tax, or legal advice. Please consult a qualified professional regarding your specific needs. This informational e-mail is an advertisement, and you may opt out of receiving future e-mails. To opt out, please follow the ‘Unsubscribe’ link below.