6 pm to 9 pm
Join us as, Kristen Hafner, MBA, CFP®, presents "Seven Savvy SECRETS to
Financial Success", where you will learn the keys to financial independence.
S - Solid Financial Foundation
E - Employment Benefits
C - Charitable Giving
R - Retirement Planning
E - Experienced Financial Counsel
T - Transition planning
S - Staying on Track
About Our Speaker(s)
Kristen J. Hafner is the founder, president, and top financial planner for women of Financial Moxie. She is dedicated to developing trustworthy relationships and uses her 14 years of financial industry experience to create comprehensive strategies for her clients, helping them to build financial confidence. Kristen earned a bachelor’s degree in Spanish and business management from the University California Irvine and a Master of Business Administration from California State University, Northridge. She currently holds FINRA Series 7, 24, and 66 licenses in addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner.
Before devoting much of her professional time to her financial clients, Kristen owned and operated a legal documentation preparations franchise for over 10 years. She was the youngest person in the history of the company to successfully grow and develop a franchise territory and was continually recognized for providing superior customer service, which she passes on to her clients today. She has built a distinguished clientele that consists of individuals and small business owners who focus on enhancing the financial well-being of women, families, and small businesses.
Kristen is an established resident of Simi Valley, California. In her free time, she enjoys volunteering with Girl Scouts of America; coaching youth Tee Ball, softball, and basketball; teaching art; and spending time with her husband Mike and their two children. She is also a member of SIS, a professional women’s group, as well as the Association of Women Entrepreneurs, Provisors, and Cambridge Investment Research, Inc. Women’s Council.
Securities offered through Registered Representatives of Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SPIC. Advisory services offered through an Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge Investment Research Inc. and Financial Moxie are not affiliated. Cambridge Investment Research Inc. and WITI are not affiliated. Financial Moxie 2945 Townsgate Rd. Suite 200 Westlake Village, Ca 91362. CA#0G99103
Event Date and Venue
This event will be held from 6 pm to 9 pm on Tuesday, March 26, 2013 at:
201 Mentor Drive
Santa Barbara, California 93111
Registration opens at 5:30.
Light appetizers and drinks are included.
Pre-registration for this event is closed and on-site registrations will not be accepted.
About Our Sponsor(s)
Founded in 1969, Mentor Worldwide LLC is a leading supplier of medical products for the global aesthetic medicine market. The Company develops, manufactures and markets innovative, science-based products for aesthetics markets around the world.
Headquartered in Santa Barbara, California, Mentor has manufacturing and research operations in the United States, Mauritius, and the Netherlands.
For more info regarding registration or event details, please contact Tommie Barnett ([email protected]).
For more details about pre-registration, contact Tech Support.