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Virtual Speaker Series - Financial Planning for the Future and Retirement
Tuesday, August 24, 2021, 12:00 PM - 1:00 PM EDT
Category: Virtual Speaker Series

Women Owned Law Virtual Speaker Series

This presentation is meant to help business owners identify and prioritize risks, employee benefits, exit planning and personal financial security needs. We highlight our client-centered, integrated approach to working with business owners and their advisors. We will also discuss the specific challenges that women business owners have, and how to overcome those challenges. This presentation teaches business owners how to be intentional with their financial planning for both personal goals and business goals.


Karen Dry, The Office of Karen Dry

Karen Dry is a Financial Advisor with Northwestern Mutual. Her dedication to helping individuals as well as small business owners to C-suite executives of large sized companies properly cover their exposure through extensive business succession planning, including the risk management of life, income replacement (disability), long term care and group medical health insurances, is unsurpassed. Her financial planning practice includes working with all levels of professionals and entrepreneurs from law firms, medical practices, accountants, manufacturing, sales and technology firms. She has been in the Top Three for Northwestern Mutual’s Western Region in 2011, 2015, 2019 and 2002, as well as making the Forum Club seven times. She is a member of the Million Dollar Round Table from 2011-2020, for consistent excellence.

Nicole Scher, The Office of Karen Dry

Nicole Scher is part of a mother-daughter financial planning team with Northwestern Mutual. After graduating from University of Arizona with a Communications and Marketing degree, Nicole started with Northwestern Mutual as a campus recruiter. Nicole was the #2 campus recruiter in the nation with Northwestern Mutual, and then decided to transition to a Financial Representative role. Her first year as a financial representative, Nicole was Rookie of the Year. The following year she received the Rising Star award. Her and her mom then decided to join practices so she could be the succession plan to Karen’s thriving business. She is currently working toward receiving her CFP designation.

 This Virtual Speaker Series is free to members of WOL and their Guests.  Non-Members who are not guests will be charged a $20 registration fee.

Please RSVP by Wednesday, July 21.