Helping You Make Wise Financial Decisions

Upcoming Speaking Engagements

Jennifer Cole will be speaking at these upcoming events:

Cole Financial Consulting, LLC - Women’s Financial Group
Practical Tax Planning Strategies: Prepare For and Reduce Your 2010 Tax Liabilities
  (with guest presenter Kris Houde, Enrolled Agent)

Monday, September 20, 2010 – Albuquerque, New Mexico
Download PDF announcement with details.
Register here or via email or phone.
The Women's Financial Group workshops are held at noon on the 3rd Monday of every month.

Cole Financial Consulting, LLC - Women’s Financial Group
Investing 101:  Everything You've Wanted to Know About Investing But Were Afraid to Ask
October 18, 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Health Care Reform: What It Is and How It Affects Our Financial Plans
  (with guest presenter Nell Graham Sale, JD)
November 15, 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
New Year’s Resolutions and (Financial) Life Planning
December 20, 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Putting Your Financial House in Order: A Common Sense Approach
January 17, 2011 – Albuquerque, New Mexico

 


Recent Speaking Engagements

Jennifer Cole has presented at the following events:

Cole Financial Consulting, LLC - Women’s Financial Group
Putting Your Financial House in Order: A Common Sense Approach
August 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Behavioral Finance: Avoiding the Urge to Buy High and Sell Low
    (among other money missteps)
July 2010 – Albuquerque, New Mexico

American Business Women's Association - New Mexico Conference
Money Habitudes: Exploring our Habits and Attitudes
July 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Retirement Income Planning: Strategies When Approaching and In Retirement
June 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Social Security Maximization Strategies
May 2010 – Albuquerque, New Mexico

Santa Fe Entrepreneur Seminar Series, Dakin Business Group
Your Business Investment as a Piece of Your Portfolio (panelist)
April 2010 - Santa Fe, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Money Habitudes: Exploring Our Habits and Attitudes
April 2010 – Albuquerque, New Mexico

Women Make a Difference
Smart Women Make Smart Choices: Take Control of Your Financial Life
April 2010 - Rio Rancho, New Mexico

University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
March 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Long-Term Care (host, with guest presenter Sharon Miles)
March 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Understanding Mutual Funds and Exchange-Traded Funds
February 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Navigating Within Your IRA and 401(k)
January 2010 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
New Year’s Resolutions and (Financial) Life Planning
December 2009 – Albuquerque, New Mexico

American Business Women's Association, La Luz Chapter
Money Habitudes
November 2009 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Tax Planning and Roth Conversions (with co-presenter Kris Houde)
November 2009 – Albuquerque, New Mexico

American Women in Communications, New Mexico Chapter
The Advantages of Hourly, Fee-only Financial Advice (sponsor presentation)
October 2009 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Planning for the New Retirement
October 2009 – Albuquerque, New Mexico

University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
September 2009 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Money Mindfulness: Habits, Attitudes and Budgets
September 2009 – Albuquerque, New Mexico

Cole Financial Consulting, LLC - Women’s Financial Group
Money Mindfulness and Intelligent Investing
August 2009 – Albuquerque, New Mexico

Women Make a Difference
The Advantages of Hourly, Fee-only Financial Advice (sponsor presentation)
July 2009 – Albuquerque, New Mexico