Organize Your Documents - A Seminar at Masonicare at Mystic


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Oct 15, 2019, 1:30 PM – 3:00 PM

Come and learn the benefits of getting organized!

Join us at Masonicare at Mystic (45 Clara Drive, Mystic) on Tuesday, October 15th for an informative and educational seminar about organization. Learn how to simplify your finances, reduce stress, be prepared for unexpected events and have more time to enjoy the things that you love to do!

Don't miss this great event! RSVP by Friday, October 11 by calling 860-367-8320.

About the presenter:
Nancy Holstein had worked at Merrill Lynch in New London, as a Financial Advisor for years and currently is involved in her own firm, NH Investment Management located in Mystic, CT. She has an undergraduate degree from Merrimack College, MA, an MBA from Western New England University and Interior Design degree from Rhode Island School of Design. She resides in Mystic, CT and has 2 daughters, Lauren and Melanie. Nancy’s strategy is to arm her clients with the exciting and up-to-date information available to help them implement successful strategies for financial growth and wealth. She expects clients to depend on her to alleviate the burden of constantly monitoring their portfolios. Making sure both men and women empower themselves with investing knowledge is an important part of her practice.