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In the current state of inflation and market instability, it’s more important now than ever for individuals, especially women, to take control of their finances and position themselves to benefit when the market rebounds.
Join Natalie Freeman, registered investment advisor with Edward Jones Investments, and Carrie Williams, CPA and financial coach with Running Valley Financial Associates for a one-hour zoom webinar packed with practical steps we can be taking right now to get our financial houses in order.
During this webinar you will learn:
- The importance of understanding where your money is being spent
- The value in setting a budget/spending plan
- How to create a plan to pay off debt
- Finding ways to reduce interest paid
- Increasing interest earned on cash in the bank
- Creating healthy money habits that will last
- The difference between a Financial Coach and a Financial Advisor and how they can provide complimentary services
Carrie Campbell Williams is a Financial Coach, CPA, and owner of Running Valley Financial Associates, LLC. She creates transformational, lasting change in the lives of everyday people by helping them win with money. After 21 years of working in corporate America in Accounting and Finance, she felt called to serve others and engage in work where she could really make an impact in people’s lives. She started her business in the middle of the pandemic because she saw a need for common sense financial coaching, when everything around us was far from making sense. She has a passion for helping divorced women gain confidence in managing their finances. A native of North Dakota, she has called the Tampa area home since 2000, and enjoys spending time with her husband, kids, and volunteering with the United Way Suncoast in their Financial Literacy programs. For more information, please contact her at carrie.williams@cpa.com and follow her on Facebook at or on Instagram.
Natalie N. Freeman is registered investment advisor with Edward Jones Investments. Her extensive financial career spans almost 30 years with a degree in Accounting, Financial management positions in Corporate and Nonprofit sectors, as well as 10 years in Entrepreneurship. Deemed "Tampa Bay's Tax Lady" by her peers and clients, Natalie expanded her role and revised her title to "Tampa Bay's Tax Lady turned Money Lady" when her clients used her strategies to become profitable business owners and tax savers but needed direction in knowing how to properly save and invest their funds. As a serial entrepreneur and the daughter and sibling of Veterans, Natalie's passion is to see business owners and Veterans breathe a sign of relief knowing their hard-earned dollars are secure. A native Floridian, Natalie has called Tampa home since 2000 and enjoys spending time with family, writing, and learning new hobbies such as golf and water activities around Tampa Bay! Natalie currently serves as an Ambassador to Working Women of Tampa Bay and is the Auxiliary President of Hillsborough County Veterans Helping Veterans. She can be reached through her website or by searching Natalie N. Freeman – Edward Jones Investments on Facebook or LinkedIn.
