Wealthier by "Just Asking"

Maggie McDonnell arranged for Alana Macy of Bloom Wealth Advisors in Boulder to provide the program for our meeting on August 20th. Alana's program, entitled "Women and Wealth," was informative and well-received. It also had a surprise ending. While meeting to discuss the program, Maggie "Just Asked" Alana and if Bloom ever made philanthropic donations. After consulting with her mother and business partner, Amy Noel, Alana presented a $500 check to Maggie for JI's Daisy Fundraiser!

Alana Macy speaking passionately about Women and Wealth

(photo taken by Annette Oakley)

After the meeting, Alana sent the following note to our chapter: 

PEO Chapter JI,

 

Thank you so much for allowing me to be a guest speaker at your recent chapter meeting. You are a strong group of women and your mission through PEO is inspiring! I hope you learned some ideas and strategies that could enhance your financial life. Here is the link to watch my Identity Theft webinar: https://www.bloomwealthadvisors.com/insights/blog/identity-theft-webinar/.

 

As a reminder, I’d love to offer all of you a complimentary consultation to learn how we can help support you at Bloom Wealth Advisors. As a women owned firm, we love helping other women and their families plan for the future. Below is my contact information for you to reach out to me:

 

Alana Macy

alana@bloomwealthadvisors.com

Phone: 303-415-9122

My website is: https://www.bloomwealthadvisors.com/

 

And if you know of another group of people who would benefit from one of my financial workshops, please introduce me. I’ve done workshops at companies, bible studies, book clubs, community centers and so much more! Below are a few of the topics that may interest your group:

1. Taxes in Retirement
2. Living In Retirement
3. RMDs made simple
4. Identity Theft
5. Women & Wealth

 

I look forward to reconnecting soon.