Join us on Friday, August 4, 2017, for the monthly Women's Leadership Coalition meeting. Our speaker, Keisha Smith, Investment Advisor Representative with Sergakis & Associates Agency Inc., will be discussing Women & Investing, highlighting the unique financial risks women face!
A little background on our speaker:
Keisha Smith, AIF, MDRT Qualifying Member
Investment Advisor Representative, Sergakis & Associates Agency, Inc, Columbus, OH
A Columbus native and graduate of Bishop Hartley High School, Keisha initially joined Nationwide in 2007 after serving 6 years in the U.S. Navy. Keisha's initial role with Nationwide was at Ohio Deferred Compensation, servicing 457(b) plans for the state of Ohio. In 2010, Keisha transitioned to the role of Regional Internal Consultant in Retirement Plan Sales. Keisha supported 3 territories selling qualified plans to private companies ranging from start-up to $50M in retirement plan assets. In the summer of 2013 Keisha joined Mike Sergakis, Nationwide agent and owner of Sergakis & Associates Agency, as an Associate Advisor.
Keisha has since qualified for Nationwide’s Life University in 2015,2016 and 2017, as a qualifier and guest speaker in 2016; Nationwide Financial Leaders for 2015, 2016, and 2017; Internationally recognized Million Dollar Round Table (MDRT) ,the top 3% of advisors, for 2014, 2015, and 2016. Keisha has a Bachelor of Science degree in Business Finance and lives in a suburb of Columbus with her husband, 3 children and 3 step-children.
You won't want to miss the opportunity to network, share your stories, and enjoy some great refreshments to kick-off your Friday morning!
Some quick stats about risks women face:
Friday Aug 4, 2017
8:00 AM - 9:30 AM EDT
August 4, 2017 at 8 a.m.- 9:30 a.m.
Tobin Center
8233 Howe Industrial Parkway
Canal Winchester, OH
(right off Diley Rd.)
Free to Attend, however, please RSVP
Traci Beddow, 614-837-1958
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