|
Join us for our monthly support group meeting at Cara-Bean. ... We are thrilled to have Jacqueline Beirne, ChSNC speak to us about financial plans specific to our special needs community.
As ususal, Jasmine (Cara-Bean) will put out lovely "tea-party" type spead for us as we relax, listen to some great information and spend time with our community friends.
Jacqueline has enjoyed 20 years in the financial services industry, 18 of those as a licensed representative. She began work as a Sales Assistant in Birmingham, Alabama while also completing her MBA (University of Alabama, 2002). She moved to Connecticut in 2002 and began work as a Financial Advisor with UBS in New Haven before moving into wholesaling financial products. Prior to joining our firm, Jacqueline assisted clients with investment planning, lending and banking needs, as well as guiding other financial professionals in how to plan for their clients utilizing such tools as insurance, mutual funds, variable annuities, and managed accounts.
As a Chartered Special Needs Consultant, Jacqueline is thrilled to be able to work one-on-one with families again, building holistic comprehensive plans to last through generations. She walks clients through a step-by-step process of building a long-term financial strategy to protect their future and the future of their children. She specializes in working with families who have “special needs” family members. As the mother of a beautiful special needs child, Jacqueline understands the challenges of the day-to-day, and the importance of protecting the rights and assets of the differently-abled population.
Outside of work Jacqueline enjoys being outdoors playing with her son, watching football, traveling home to Alabama and Ireland where her husband is from, reading a great mystery, and volunteering for special education and other local charities
|
