MONEY MANAGEMENT, RETIREMENT
Director of Private Client Services,
Michelle Brownstein is a certified financial plannerwith a wide range of investment management experience. In addition to overseeing the high-net-worth offering within Personal Capital, Ms. Brownstein advises clients with a wide range of investment expertise. She is passionate about helping investors live better financial lives.
At MoneyShow Dallas, Michelle Brownstein outlines the free financial accounts management software at Personal Capital and services from their fee-only advisory services.
Building a successful retirement strategy is a lot more than just saving and making smart investments. Inflation, future spending needs, fluctuations in income, and educational or health expenses are just a few of the many inputs that impact your success. Learn how new technological tools make understanding these variables-and how to plan for them-easier than ever before.