Revealing your strengths as a woman to accomplish more with your money. Presented by Patty Loris, Dorion-Gray Retirement Planning.

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Presented by:
Patty Loris
Dorion-Gray Retirement Planning
Revealing Your Strengths as a
Woman to Accomplish MORE
with your Money

2. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Men are from Mars
Women are from Venus

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Show you how to leverage your natural
strengths as a woman to accomplish more
with your money.
Purpose

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• Excited about your financial future
• A new vision of what is possible with your money
• More confident making financial decisions
• Knowing what you want from your advisor
Benefits

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Women’s Strengths?

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Women’s Strengths?
Community Nurturing
Relationships
CommunicationPurpose Driven
Multi-Tasking

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• Purpose: Gives you a focus and direction
• Nurturing: Embracing your desire to help
others
Incorporating Your Strengths

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• Multi-Tasking: A process to organize and
systematize
• Community: An Environment conducive to
learning
Incorporating Your Strengths

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• Communication: An essential foundation to
build trust
• Relationship: It goes beyond just the stocks
and bonds
Incorporating Your Strengths

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Your Purpose

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Money Buckets

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• Basic needs
• Two homes
• Travel
Money Buckets
Lifestyle = $500,000

13. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• Investing for their future
• Down Payment on Homes
• Business Lending
• Values and Principles
Money Buckets
Provide for Children = $200,000

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• Local Parish
• Bridges to hope
Money Buckets
Catholic Church = $100,000
• Women’s Cancer
• Homeless
Misc. Charities = $50,000

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Money Buckets

16. DorionGray.com
YourPinkOffice.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
A Proactive Process

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
1. Asset Management
2. Liabilities
3. Protective Strategies
4. Estate Planning
A Proactive Process

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
1. Asset Management - Investments
2. Liabilities
3. Protective Strategies
4. Estate Planning
A Proactive Process

20. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
1. Asset Management - Investments
2. Liabilities – Debt and Mortgage
3. Protective Strategies
4. Estate Planning
A Proactive Process

21. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
1. Asset Management - Investments
2. Liabilities – Debt and Mortgage
3. Protective Strategies - Insurance
4. Estate Planning
A Proactive Process

22. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
1. Asset Management - Investments
2. Liabilities – Debt and Mortgage
3. Protective Strategies - Insurance
4. Estate Planning – Family Legacy
A Proactive Process

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Asset
Management
Investment
Policies
Goals and
Objectives
Tax Planning
Asset Allocations
Growth Strategies
Income Vehicles
Hedge Funds
Alternative
Investments
Liability
Management
Mortgages
Home Equity
Lines/Loans
Portfolio Equity
Lines
Personal Debt
Business Lending
Equipment Leasing
Letters of Credit
Protective
Strategies
Life Insurance
Long Term Care
Insurance
Indiana Partnership
LTC Insurance
Annuities
Buy-Sell Agreements
Key-Person Planning
Disability Strategies
Retirement Planning
Legacy Planning
Gifting Strategies
Wills and Trusts
Powers of Attorney
Life Insurance
Annuities
Estate Tax Planning
Generational
Transfers
Business Succession
Plans
Employee Stock
Plans
Proactive Wealth Process

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Relationship Driven

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
1. Interpersonal Skills
2. Communication Skills
3. Knowledge & Expertise
Relationship Requirements

26. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 1 = Not at all
• 2 = Rarely
• 3 = At times
• 4 = Most of the time
• 5 = Yes, there is no doubt
Savvy Woman Evaluator

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points =
Savvy Woman Results

28. DorionGray.com
YourPinkOffice.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
Savvy Woman Results

29. DorionGray.com
YourPinkOffice.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
• 31 – 40 Points =
Savvy Woman Results

30. DorionGray.com
YourPinkOffice.com
All Rights Reserved.
Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
• 31 – 40 Points = What I need is important
Savvy Woman Results

31. DorionGray.com
YourPinkOffice.com
All Rights Reserved.
Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
• 31 – 40 Points = What I need is important
• 21-30 Points =
Savvy Woman Results

32. DorionGray.com
YourPinkOffice.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
• 31 – 40 Points = What I need is important
• 21-30 Points = I should expect more
Savvy Woman Results

33. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
• 31 – 40 Points = What I need is important
• 21-30 Points = I should expect more
• Under 21 =
Savvy Woman Results

34. DorionGray.com
YourPinkOffice.com
All Rights Reserved.
Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
• 31 – 40 Points = What I need is important
• 21-30 Points = I should expect more
• Under 21 = I need a NEW Advisor NOW
Savvy Woman Results

35. DorionGray.com
YourPinkOffice.com
All Rights Reserved.
Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• 41-50 Points = I’m Smart and Savvy
• 31 – 40 Points = What I need is important
• 21-30 Points = I should expect more
• Under 21 = I need a NEW Advisor NOW
Savvy Woman Results

36. DorionGray.com
YourPinkOffice.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Think Again!!
Think Again!!
Think Again!!
It’s time for a change.

37. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
• What was the most compelling part of today’s presentation
for you?
• What are you going to do differently as a result of this
presentation?
• What was your score and what did you learn from your
Savvy Woman Evaluator?
What’s Next?

38. DorionGray.com
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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE

39. DorionGray.com
YourPinkOffice.com
All Rights Reserved.
Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE

40. DorionGray.com
YourPinkOffice.com
All Rights Reserved.
Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Secrets to Becoming a
Savvy Woman
1. Define Your Purpose
2. Trust Your Intuition
3. Rely on your Strengths
4. Have a Process
5. Don’t Settle for Less

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through
Securities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,
IL 60014-2225 is not affiliated with Securities America companies.
Savvy Women Plan ON PURPOSE
Presented By
Presented by:
Patty Loris
Dorion-Gray Retirement Planning