Getting Your Financial House in Order


Kari Drascic

Financial Advisor
Private Wealth Management

We believe, The ultimate purpose of finance is to improve people’s lives.

We continue to show up every day to work because we want to be successful.


Success is measured differently by everyone. Some of us work for ourselves, our communities, our families, or maybe a dream or goal.


As women we are often the primary care givers along with professionals and time is a valuable resource. We need to make sure our efforts are productive and impactful, allowing us to create a purpose driven life while enjoying a rewarding financial life.


You work hard every day, so it is important to make your money work as hard as you do.


When it comes to taking control of our financial future, Women face Unique Challenges. 


Did you know? Women launch an estimated 1,300 new businesses per day in the United States – double the rate of men.  But they face three major challenges.


Longer Lives  - Lower Wages – Less Confidence in the investing process.


Key questions we hear are:


  •  “How do I get started with a savings strategy?”

  •  “What should I be doing to maximize my financial impact!”

  • “Am I on track to meet my future needs?”


We will show you how to get started down this path to financial independence- having 2020 Vision in 2020, to get your “Financial House in Order.”


In this interactive conversation you will learn the key aspects needed to ensure that you have a firm financial foundation for your business and life.  The three key takeaways include:  

  • What you can do NOW to create a financial foundation.
  • Facing Money Mindset issues in the eye 
  • Creating a blueprint for your financial house

Speaker Bio

Julie Rumage and Kari Drascic, of The Rumage Drascic Group at Baird bring over 30 years of experience in the financial industry. It is their goal to provide you with the necessary tools you need to be prepared financially. Whether your need is Saving for College, Creating your Financial Plan Road Map as a small business owner, Planning for Income during Retirement, or Estate Planning and Charitable Gifting, Julie and Kari work with their clients to support them in all of life’s phases as a trusted partner in the process.  

Facilitated By

Traci Scherck
Managing Director


Event Information

Start Date 01/21/2020 11:00 AM
End Date 01/21/2020 01:00 PM
Informal Networking 10:30 AM
Location Glitz & Go
3311 Prairie Avenue
Beloit WI 53511
United States
Chapter Beloit, WI
3311 Prairie Avenue
    Beloit WI 53511
    United States

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