Insights

BE CONNECTED Focuses on Retirement Planning

PKS CPA

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PKS & Company, P.A. Hosts Another Success Women’s Networking & Business Workshop   

Sponsored by PKS & Company, P.A., BE CONNECTED brought together more than 75 local professional women for a morning of peer-to-peer networking and information sharing in Salisbury on November 3.

Planning for Retirement: FACT vs. FICTION was led by PKS Investment Advisor, Gigi G. LeKites, CRPC®.  This interactive presentation revealed the common retirement planning misconceptions that many people face and the ways you can prevent the derailment of your successful retirement.

Gigi G. LeKites, CRPC®Gigi is a Chartered Retirement Planning Counselor through the College for Financial Planning and a graduate of Salisbury University with a Bachelor of Arts concentrating in Economics.  As an advisor with PKS Investment Advisors, Gigi facilitates comprehensive retirement planning for all stages of life comprised of a prudent approach while remaining consistent with the needs, goals and resources set forth by the client.  In addition, Gigi assists business owners with qualified retirement plans and their investments.

PKS Investment Advisors LLC is an independent investment advisor and financial planning firm with offices in Salisbury, Ocean City and Lewes – specializing in estate planning, retirement planning, wealth management, investment strategies, business planning, 401k plans, fiduciary services and tax management through PKS & Company, P.A.

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Our next event in the BE CONNECTED series will be held on January 5th – Estate & Asset Protection Planning for Long Term Care presented by Michele Procino-Wells, Esq., Amber B. Woodland, Esq., & Leslie Case DiPietro, Esq. of PROCINO-WELLS & WOODLAND, LLC.  To learn more about this event and register for the January event click here.

About the BE CONNECTED, Women’s Networking & Business Series

Sponsored by PKS & Company, P.A., BE CONNECTED, is a unique networking and information sharing opportunity for women business leaders as well as the next generation of women rising to leadership positions in the community.  This by-invitation event is held bimonthly on the first Thursday of the month.  For more information and to sign up for these events visit our website or call 410-546-5600.

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