Monday

January

01

1999

Debra L. Morrison, CFP®

Join me for this Live webinar:

Bustin’ Thru Financial Procrastination Easy & Profitable Next Step Strategies

Sign up below for the webinar

From my 45 years of financial advising experience, I know that a woman's intuition is invaluable to combine with her intellect - to produce a winning financial plan and investment portfolio.

Finance is both an art and a science and women are so very well suited to succeed in financial planning with the right coaching.

I invite you to bring your intuition, feelings and intellect to this conversation, and in turn, I will bring my 45 years of financial experience, coaching you to prioritize next steps and determine the criteria to make clearer decisions.

What you will gain from this event is:


How to forgive yourself for any past financial mis-steps and (re)build your financial confidence, starting with establishing your systematic investment plan that aligns with your WHY to better ensure you create the rich financial future that you deserve.


How to create a baseline financial plan, from which you will prioritize what actions to take now, recognizing, and avoiding costly financial tripwires.


How to choose the type of Financial Advisor that best fits YOUR needs; because there are actually 3 types of financial advisors yet only 1 type has an obligation to serve YOUR needs over theirs.

Reserve Your Space on this Webinar

Wednesday, March 19th, 2025
3:00pm Pacific | 6:00pm Eastern

Your webinar host

Debra L. Morrison, CFP®

Debra L. Morrison draws on her four decades of financial expertise, including her Master's Degree in Retirement Planning, to support women in achieving financial independence. Since retiring from that active practice, for the last 3 years, Debra has coached mature women to Navigate Their Finances.

Coupled with her long-standing commitment, drive and passion to bust through barriers, Debra stands as a fierce advocate for all women to achieve all they desire -- without limitation.

She has dedicated her life to working with individuals and organizations to ensure that our basic civil rights are honored, we all have access to financial answers as we have questions, and we preserve as well as compound our wealth.