We live in a highly volatile and rapidly changing world that leaves most people with lots of questions about how to survive in today’s economy. Keeping a proper perspective regarding the financial markets and your money requires added attention now more than ever. Barbra Shaffer of Premier Wealth Planning, LLC can help! Take control of your money today. You’ll learn how we look at the whole picture by coordinating your financial, tax, retirement, insurance, and estate planning needs. This holistic planning allows clients to see their entire financial picture and to understand how wise decisions will let them keep more of their money, provide them with a healthy and solid financial outlook and secure their family’s future.
Barbra Shaffer is a Registered Representative and co-founder of Premier Wealth Planning, LLC. Barbra graduated with a Bachelor of Science in Finance from the University of Florida in 1986. After college, she began her career in New York City. After graduation, she has worked gaining extensive training and experience, eventually returning to her home back to Ft Lauderdale Florida in 2000.
Barbra continues to speak at many community and professional events in South Florida focusing on financial, tax, and estate planning strategies. She works with individuals, couples, domestic partners, and small businesses to provide tax, investment, retirement, and insurance planning advice.
Barbra’s passions include traveling and maintaining a healthy lifestyle. She exhibits great enthusiasm and dedication while providing exceptional service to her clients. Barbra resides in Fort Lauderdale with her son, Aaron and dog, Bengie.
Space is limited so please RSVP to secure your spot!
Bring your calendar. Appointments will be scheduled at the workshop for a complimentary review just for attending this workshop.