Recently, Financial Investment Advisor Delta Jones-Walker hosted a Financial Fitness workshop in her offices at Atled Financial in Schererville. Young professional women from across Lake County attended the session titled, “Financial Fitness 101” to learn more about the importance of saving, investing and wealth building.
“Women are always known for taking care of others,” said Jones-Walker. “Taking care of personal finances and planning for the future is a way we can take of ourselves and our families.”
Jones-Walker says it is important for these conversations on money to be had and she will continue to share her message in a variety of settings with women, men, families, organizations, etc.
Delta F. Jones-Walker, founder of Atled Financial LLC, has been in the Financial Service Industry for 20 years. Atled Financial is a full-service financial firm committed to helping people pursue their financial goals. The firm offers a wide range of financial products and services to individuals and business owners.
Sound financial information and education is provided by Jones-Walker to help clients identify their financial objectives. She specializes in retirement planning, estate planning, disability protection, and the preparation of financial plans. Jones-Walker certifications and licenses include: Wharton Certification of Retirement Planning, Series 7, 24, 63, 65, 66, and L & H. She currently maintains registrations in the states of Indiana, Illinois, Alabama, Georgia, Tennessee, Colorado, Virginia and New Jersey.
She has presented and facilitated numerous financial seminars for various organizations including corporate, academic, civic and governmental agencies. Her seminar topics include preparing and funding your retirement, legacy building and round table discussions providing financial awareness to the women’s market, just to name a few.
Her accomplishments have garnered her the following awards: The Echoes of Excellence Award, Developing District Award, Centurion Producer Award for Outstanding Sales Results, and Rookie of the Year Award.
Jones-Walker is an active member of the National Association of Insurance and Financial Advisors, Million Dollar Round Table (MDRT), Community Health Net, National Association of Female Executives (NAFE), National Association of University Women (NAUW), Alpha Kappa Alpha Sorority, Inc. (AKA), LINK Women, Jack & Jill Inc., The Girl Scouts of Greater America and Step Up.
She is a graduate of Howard University, where she obtained a Bachelor of Science Degree in Political Science.
The firm offers free financial consultation and books speaking engagements with Delta Jones-Walker. The Securities and advisor services offered are through Woodbury Financial Services, Inc., which is a member of FINRA/SIPC. The Insurance services are offered through Atled Financial Group. The office is located at 717 B Main Street in Schererville, Indiana. For more information on booking a speaking engagement or free financial consultation with Delta Jones-Walker, call (219) 513-3710, email [email protected] or visit www.atledfinancial.com.