Mary Sue Kenny
Opus Dei Financial Services, LLC Financial Advisor/Retirement Planning Specialist at Equitable Advisors
- Role
- Financial Advisor Retirement Planning Specialist at Equitable Advisors
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Mary Sue Kenny
The heart of what we do. Provide holistic and intentional financial resources for families, couples, individuals, businesses and entrepreneurs. Founder of LADYLIFEPLAN Seminar. Educating women on how to emotions and behaviors can help or hinder their financial decisions. Every person has dignity and needs. We will provide a customized approach to your finances that clearly defines your lifestyle. Equitable has collaborated with Associated General Contractors of Colorado to provide one 401k plan for its member firms as defined as a multiple employer plan, MEP.
Experience
Financial Advisor Retirement Planning Specialist
Jun 2020 — Present · Denver, CO, US
Mary Sue Kenny has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded Equitable Advisors\' Retirement Planning Specialist title for completing the Equitable Advisors At Retirement® education program. Only a select group of Equitable Advisors financial professionals nationwide qualify for and complete this elite program. The Wharton program is part of Equitable Advisors overall commitment to providing clients with the most comprehensive and up-to-date information on a broad range of financial topics related to retirement.
Education
Wheatridge High School
High School Diploma
1972 — 1976
The Wharton School
Retirement Planning Specialist Certificate
2019 — 2019
University of Denver - Daniels College of Business
Bachelor of Applied Science (B.A.Sc.)
1976 — 1980
Skills
- Executive Benefit Strategies Through Business Strategies Group of the Rockies
- Insurance Strategies
- Small Business Financial Management
- Estate Planning Strategies
- Retirement Planning
- Risk Management
- Social Security
- Disability
- Finance
- Health Insurance
- Estate Planning
- Investments Services
- Long Term Care
- Financial Advisory Services
- Strategic Financial Planning
- Investments
- Small Business
- Life Insurance
- Financial Needs Analysis, Business Succession, Family Businesses, Long Term Care
- Individual and Family Financial Planning
- Disability Insurance
- Long Term Care Insurance
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