Financial Education
4 Part Series Presented by Shikha Prashar
Women, Wealth & Wisdom
Thursday, March 6 at 5:30pm for refreshments, 6pm for presentation start
This is not the typical Women & Investing seminar you may have seen in the past. And it is not investment education! Instead, it focuses on financial planning issues that we all face at various stages of life. We accomplish that by offering 9 robust different case studies which will each have at least one correlated detailed checklist/worksheet/primer.
Savvy Women, Smart Investors Take Charge of Their Financial Future
Thursday, March 27 at 5:30pm for refreshments, 6pm for presentation start
Women have choices and unique challenges to be financially aware and confident. The seminar will cover how to know all about your financial matters at each life stage and then navigate them successfully.
Making it Last- Retirement Income Strategies
Thursday, April 17 at 5:30pm for refreshments, 6pm for presentation start
Income Strategies in Retirement to fund multiple goals and purpose driven financial plan.
Alzheimer's Conversations: Protecting Your Health and Wealth
Thursday, May 8 at 5:30pm for refreshments, 6pm for presentation start
Joint seminar with the Alzheimer's Association® to inform clients and educate investors on how to prepare for the unexpected while having the necessary conversations about Alzheimer's disease and other dementias.
About Shikha Prashar
Shikha Prashar is a dedicated Financial Advisor at Edward Jones, based in Newtown, Pennsylvania. Passionate about empowering hardworking individuals to achieve their financial goals, she provides holistic wealth strategies tailored to each client’s unique needs. She begins with your "why"—what matters most to you—and offers a lifetime partnership to ensure the "how" and "when" remain on track.
Specializing in working with pre-retirees, retirees, and women in transition nationwide, Shikha helps clients navigate life changes with confidence. Whether starting a new partnership, transitioning careers, retiring, or pursuing a work-optional lifestyle, she employs a purpose-based strategy to enable clients to thrive in their fresh chapters.
Shikha’s expertise spans retirement planning, estate and legacy strategies, and more. Committed to her clients’ success, Shikha delivers personalized advice to help them achieve their aspirations.