JOAN LUTZ
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Become a Real Financially Strong Woman - Tips and Secrets from a Financial Planner Sister
What’s a trust? What’s a mutual fund? Should I contribute to your 401k? Who is Warren Buffet? What’s your net worth? How do you compare investments and what’s 72 got to do with it? Young or old, let me teach you, or remind you, of key financial matters you need to know. Joan is a retired financial planner who worked for major banks in Orange County. She is no longer employed, licensed, or certified so she can just tell us the truth! She joined Alpha Chi Omega at the University of Colorado (Nu) in Boulder. She has a BS in Educ., an MLS from UCLA, and received her MBA in IT from San Francisco State Univ at the age of 42. Joan enjoys current events, is a professional genealogist and travels internationally. She has lived in London, the Netherlands, Saudi Arabia, and Florence, Italy. The rest of her time she spends watching TV, on her phone, or planning her next trip. |