Michelle Kaufman

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Michelle Kaufman

Principal at Prioritas Financial Advisors

Prioritas Financial Advisors

My clients have ambitious goals and lead hectic lives, constantly juggling personal and professional responsibilities that leaves little time for other priorities. The need to make important financial decisions adds to their already full plate creating additional challenges, even for the most successful individuals. The complexity of executive compensation (e.g. restricted stock, stock options, deferred compensation) and classic retirement planning (e.g. 401(k), IRA, Roth, after-tax contributions, pensions) can be overwhelming. But it doesn’t have to be.

I simplify the complex, creating more financial clarity, focus and direction. By building a dynamic partnership with my clients, they are able to focus on what they do best, while I guide them on their path to success.

Talks About
#estateplanning #charitablegiving #wealthmanagement #equitycompensation #retirementplanning

Preferred Locations
#Northamerica

Speaking Engagements

11th Advancing Women’s Leadership In Pharma & Healthcare

Paid

Women executives in pharma and healthcare who have climbed every obstacle to get to the top share their success stories to educate and inspire the next generation of leaders. This program challenges and guides attendees to empower women in leadership roles and continue to close the gender parity industry gap.

19-21 September 2023

Healthcare

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