How to create your unique business plan


Karen Roberts

Financial Advisor
Wonder Woman

Learn how to draft a business plan that is tangible and easy to understand.  Walk away with everything you need to create your “big picture” and learn how to add the smaller details that will make it work.

.  Walk away with everything you need to create your “big picture” and learn how to add the smaller details that will make it work.

Speaker Bio

Karen is a Wealth Planning Specialist and owner of The Emerald Financial Group located in Deerfield Beach, Florida.

The philosophy of the Emerald Financial Group is to “Live for Today, Plan for Tomorrow.” Using a hands‐on

approach, we educate and empower women and our clients to take control of their financial futures.

Our success has been enhanced by developing close relationships that go far beyond finances. We are proud to say

“Many of our friends our clients, but ALL of our clients are friends.”

Karen has 27 years of experience in the financial service industry. She graduated from California State University,

Northridge in 1987 with a bachelor’s degree in business administration and an emphasis in economics. In 1997, she

continued her studies through the American College and received her Chartered Life Underwriter designation. In

2003, she returned and attained her Chartered Financial Consultant designation. She recently continued her

education and earned the designation of Certified Divorce Financial Analyst.

In the 1990’s she became an advocate for foster children, opening her home for many years. In 2003 Karen along

with her husband and two biological sons decided to adopt their youngest twin boys. Since then, she has continued

to devote her time to the Jewish Adoption and Foster Care Agency (JAFCO), by voluntarily teaching Foster and

Adoptive Parenting Courses. Karen is also actively involved and supportive of the Boy Scouts of America and has

been for over 15 years. Her oldest son has earned the rank of Eagle Scout, her twins are currently Life Scouts.

Karen has been involved with many professional organizations. She is a past national president of Women in

Insurance and Financial Services (WIFS), past president of the local Boca Raton, Gold Coast Chapter of WIFS, and a

past president of the Broward County Chapter of The Society of Financial Service Professionals. These experiences

have aided in her professional growth, and continue her education and knowledge of the industry.

Karen has been a keynote speaker for multiple industry conferences. She has been featured in magazines,

newsletters, radios and TV shows. Her TV appearances include “The Daily Buzz” and Lifetime’s “The Balancing Act”

all in which promoted women to gain control of their financial lives. Her most exciting moment as an advisor

occurred on December 26, 2011, when she had the honor of ringing the New York Stock Exchange Opening Bell.

Karen was also named the 2015 Financial Planning Foundation’s Pro Bono Award Winner.

Karen’s most recent community outreach includes kick‐starting a new educational program with JAFCO called

Financial Fitness for Women, which teaches women (of age for foster care release, suddenly single, and single

mothers) how to be in control of their money. She is also the grant chairperson for the Jewish Women’s Foundation

of Broward County, a group dedicated to helping Jewish women grow and succeed. Karen was also appointed the

Financial Advisor for her sorority, Alpha Xi Delta, located on the FAU campus.

Karen and her husband Jim currently reside in Boca Raton, FL along with their four sons.

Facilitated By

Eileen Monesson
Managing Director


Event Information

Start Date 09/17/2020 12:00 PM
End Date 09/17/2020 02:00 PM
Timezone America/New_York
Informal Networking 11:30 AM
Fountains Country Club
4476 Fountains Drive  
Lake Worth FL 33467
United States
Chapter Palm Beach County, FL

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