Create an Inspiring Financial Strategy for Achieving Life Success

with Wealth Counselor Cindy Fields

Tuesday, July 19th, 6-8PM

Discover how Wall Street veteran Cindy Fields’ non-traditional, values-based approach to financial services and planning can help you to “have it all” via this fun, interactive workshop. Cindy will take you through an insightful, interactive and thought provoking exercise that will help you realize what is important to you, put you on the path toward aligning your financial choices with the great life you want to have and inspire you to take action to do what it takes to achieve that life.

Workshop takeaways:

Your vision of “Your Ideal Life” defined and clarified.
Be inspired to begin making smart choices about your money for reasons that are important to you.
Complimentary 1:1 Roadmap conversation to introduce you to the concepts of values-based planning and the aligning of your financial choices with your goals and values.
Complimentary copy of the book, Values-Based Financial Planning!

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Non-Member Registration $30

ABWA NYC Members $10

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Cindy A. Fields is President of Loyalty Alliance, Inc. the wealth counseling and financial advocacy firm she founded in 2003. The team at Loyalty Alliance provides the financial services, resources and support needed to help busy, achievement-oriented individuals realize success in their personal lives and professional endeavors. With a focus on aligning financial decisions with personal values, Loyalty Alliance helps clients realize restored order and balance in their lives, find financial peace, and achieve an enhanced quality of life.

Prior to establishing Loyalty Alliance, Cindy held key positions in merchant banking, merger arbitrage, venture capital, investment banking and wealth advisory services at prestigious financial institutions that included: Donaldson, Lufkin & Jenrette; Wagner, Stott & Co.; Hamilton Robinson & Co.; Abelow Ihasz & Co.; and, several well-known insurance companies.

Cindy is author of the highly regarded, Wealth Preservation for the Affluent � 2007, and has been selected one of “America’s Top Financial Planners” every year since 2005 by the Guide to America’s Top Financial Planners. She holds the following professional designations and advanced academic credentials: Certified Financial Planner™; Certified Wealth Preservation Planner; Trusts & Estates Practitioner; Chartered Life Underwriter; Chartered Financial Consultant; Certified in Long Term Care; Registered Employee Benefits Consultant; Registered Health Underwriter; and, MBA-Finance from New York University, Leonard N. Stern School of Business. She holds Series 6, 7, 63 and 66 securities licenses and is insurance licensed in select states throughout the United States.

A long-time resident of New York City, Cindy is very engaged in community and social activities. She serves on the Boards of Directors of Civitas [a community based quality of life organization] and the Foreign Press Association Scholarship Fund. She is also an active member of the National Arts Club and the Friars Club. During 2015 she was appointed Special Advocate to the Major League Baseball Players Alumni Association (MLBPAA). A former competitive ballroom dancer, she partakes socially and physically in much of what New York City has to offer.