As the chief executive officer of Cinergy Financial, Cindy Couyoumjian implements a holistic approach to financial planning that capitalizes on the individual skills of her employees. Cindy Couyoumjian possesses more than two decades of professional experience as a certified financial planner (CFP). Understanding that many aspects of investing and financial planning prove overwhelming, Cinergy Financial offers a wide range of “lunch and learn” seminars for the workplace.

1. By Cynthia Couyoumjian

2.  As the chief executive officer of Cinergy
Financial, Cindy Couyoumjian implements a
holistic approach to financial planning that
capitalizes on the individual skills of her
employees. Cindy Couyoumjian possesses more
than two decades of professional experience as a
certified financial planner (CFP). Understanding
that many aspects of investing and financial
planning prove overwhelming, Cinergy Financial
offers a wide range of “lunch and learn” seminars
for the workplace.

3.  During these seminars, Cinergy Financial
professionals address a particular topic in depth and
answer questions about the subject that may linger.
In addition, seminar participants receive materials
that inform their later decisions and remind them of
the most important aspects of each topic. Cinergy
Financial provides five seminars: College Funding,
Estate Conservation, Financial Management,
Investment Fundamentals, and Retirement. College
Funding addresses the best methods for estimating
costs and the most cost-effective loan options. Estate
Conservation focuses on trust strategies, distribution
techniques, and the most common challenges that
people encounter.

4.  Financial Management teaches how to make
realistic goals and take the first steps toward
those goals. Investment Fundamentals dispels
myths and offers a general overview of existing
products so that participants can begin investing.
Retirement highlights the best methods for
ensuring a comfortable retirement and avoiding
common pitfalls. Cynthia Couyoumjian is a
registered principal offering securities and
advisory services through Independent Financial
Group LLC (IFG), a registered broker-dealer and
investment advisor. Member FINRA & SIPC.
Cinergy Financial and IFG are not affiliated
entities.