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Providing Sound Financial Advice & Guidance that Aligns with your Values & Goals.

Upcoming Events

Professional Women in Transition.  Hosted by Haly Besaw of Baird and Laura Byxbe of Right Management.

Are you thinking about making a move in your career – or have you recently made a switch and have some insights to share? Then this networking event is for you! Come join us and meet other positive, professional women who know firsthand the challenges of career transition.

Professional Women in Transition Networking

Tuesday, May 21st, 2019
4-7 p.m.

4-5pm Pre-Event Workshop:   "Career Strategies for Women in Leadership" - Holly Teska, MBA, ACC - Managing Principal with LAK Group
Are you a successful woman who has plateaued?   Chances are, your strategy to get to this point in your career may not be serving you any longer.   Join us for a frank conversation on what’s holding us back and insights into moving forward.

5-7pm Networking and Career Conversations:
In addition to networking, recruiters and career professionals will be available to meet one-on-one with those attendees searching for jobs and seeking to advance their careers.

A professional photographer will be available offering complimentary LinkedIn headshots.

Complimentary appetizers, wine, and desserts will be provided by LAK Group.

LAK Group
375 Bishops Way, Brookfield, WI 53005

To R.S.V.P., please contact Haly Besaw at 414-765-3565 or by Monday, July 23, 2018.

Are you looking for a guest speaker for your next event?
Haly's most popular workshops are:

“Savvy Women Invest on Purpose”
You’ve spent a lifetime using your strengths as a woman to make smart decisions about life. Isn’t it time to apply those same strengths to managing your money? In my Savvy Women Invest on Purpose Workshop you will learn why your purpose in life should be the foundation to your wealth plan, how to incorporate your multi-tasking skills to managing your money and why chemistry is the #1 criteria when working with a financial advisor.

“Likeability and Your Career”
Learn how likeability can impact your interview and career. You can have all the credentials in the world, but if you can't connect and build rapport in your interview or with your colleagues, you may be overlooked. In my Likeability Workshop you will learn straightforward, simple techniques to help others recognize your likability and increase your rapport building skills.

“Financial Considerations During Career Transition”
Determining what to do with the distribution from your retirement savings plan means more than just choosing among your distribution options. It means taking a closer look at the bigger picture of your complete retirement plan. Learn what your options are for your retirement assets and what steps you can take to maximize your retirement savings.

“Career Transition: Take Control”
Ten things YOU can do during career transition that will have a long term impact on your financial situation. Career transition is an opportune time to take steps that can positively impact your financial future and Haly motivates you to take charge of your personal situation!

"Financial Self Defense for Seniors"
Learn ways to protect yourself and/or your parents.  Topics include scams and how to keep your money safe.  Learn the different ways to set up your accounts to provide additional security.

Summer Sounds at Cedar Creek Park
Cedarburg WI 53012

Haly invites you to join her for an evening of music and great wine. There will be snacks, drinks and great music.  Please bring chairs or blankets for seating. Stop by or stay for a while