Woman's Worth

07/04/2023

Happy 4th of July! Have a wonderful day celebrating our country!

03/08/2023

Happy International Women’s Day!

Happy !

12/25/2022

11/11/2022

Thank you to all of the Veterans who served our country. We appreciate your sacrifices and honor you. 🇺🇸

10/25/2022

Have questions about Social Security? This workshop is for you!

How To Get The Most Out Of Social Security To Help Maximize Your Income In Retirement

10/19/2022

Are you prepared for how inflation might affect your retirement? Jeannette Bajalia, Petros Financial Group Principal Advisor, and Founder of Woman's Worth, speaks on the topic below highlighting some things to think about if you are in or nearing retirement.

For many Americans, the extra costs from inflation are stretching an already tight retirement income. According to Global Atlantic Financial Group, this could make it harder to live on their retirement savings later.

09/30/2022

Taxes will likely be your biggest expense when you retire.
The majority of retirees have saved for retirement using pre-tax dollars.

This means about 30% of what you’ve saved so far will go to Uncle Sam right off the top when it is time to take your distributions if you don’t have a plan to pay these taxes.
We’re hosting a complimentary workshop entitled “How To Reduce Or Minimize Taxes On Your Retirement Income” at UNF Adam W. Herbert University Center.

Here are 3 reasons why you should join us for the workshop on Wednesday, October 5th at 6:30 PM.

✅ Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension.
✅ Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!
✅ Making a mistake with your retirement income plan could cost you thousands over your lifetime. Learn some of the most common errors.
Click the button below to reserve your complimentary spot today.

You and a guest are invited to join us at UNF W. Herbert University Center for an informative workshop on Taxes In Retirement!

09/30/2022

Will Social Security be around when it is time for you to retire?
This is the question millions of retirees are asking themselves right now.
For many retirees, Social Security will make up the majority of the income received once they stop working.
Some retirees may think it is best to claim their benefits sooner than later, but this might not be the best strategy to make sure there will be enough income to last through retirement.
Join us at UNF Adam W. Herbert University Center on Thursday, October 6th at 6:00 PM for our workshop Social Security Optimization.
During the workshop we will go over the following:
> Strategies to claim the maximum amount of Social Security benefits.
> Discover how recent changes can affect your RMDs. (Required Minimum Distributions)
> Did you know that up to 85% of your Social Security benefits can be taxable? Increase your benefits with effective filing strategies.

Click the button below to reserve your complimentary spot today.

You and a guest are invited to join us at UNF Adam W. Herbert University Center for an informative workshop on Social Security Benefits Planning!

07/04/2022

Happy Fourth of July!
Happy birthday America!

06/02/2022

Help us welcome Lee Sasser to our team at Woman's Worth and Petros Financial Group!

Woman’s Worth specializes in working with women interested in developing a life plan to ensure they a

05/30/2022

Thank you to the families of the heroes who made the ultimate sacrifice for our freedoms and our country. We are grateful.

05/13/2022

About you
• Are you good at problem-solving and do you love working in a team environment?
• Are you energetic, highly motivated and have a positive attitude?
• Do you have a heart for serving others?
• Are you versatile and like working on a variety of projects?
• If this sounds like you, then you will love working with this team!
About Us
We are value-driven and team-oriented professionals, working our mission to help families protect and preserve their desired lifestyles and achieve their retirement goals. We apply the highest ethical standards in everything we do while providing superior, caring and personalized service to clients and their families.
About the Job
Petros Financial Group and Woman’s Worth® LLC is seeking an outgoing, motivated self-starter and experienced individual for the firm's main office location. Petros Financial Group is an integrated retirement planning firm headquartered in Jacksonville, FL with offices in Palm Coast, and Winter Park. Woman’s Worth® LLC, an affiliate company, specializes in the unique lifetime income planning needs of women and serves women in a female-friendly manner. The purpose of this position is to ensure smooth day-to-day operations while providing superior service to the firm's prospective and existing clients, with a high level of follow-through and communication.
The position requires the individual to perform general administrative services along with marketing coordination duties such as incoming calls, outbound calls, calendar management, maintaining the office appearance, welcoming clients to the office, assisting with marketing and event planning, and meeting goals to ensure prospect appointments are set to fill all revenue days. Additionally, the individual will be responsible for supporting the Palm Coast and Winter Park, FL offices and backfilling needs as required.
Minimum Requirements:
• Associates degree preferred
• 3+ years of relevant customer service and appointment setting experience in the financial or insurance industry, preferably working with financial advisors
• 2-3 years of experience with entry-level event planning and coordination of company events
• Well-developed communication written and oral communication skills demonstrated through relevant job experience
• 3+ years working with client scheduling applications such as Outlook, Calendly, Google Calendar, etc.