Vicki Donaldson

Combining her passion for organization and helping people, Vicki joined the BFS Team in 2024 as the Director of Operations and Business Coach. She is a Licensed Associate as well. With focused and dedicated guidance, Vicki truly enjoys helping people recognize their inner strengths, using them to cultivate and lay hold of their personal visions and dreams. She loves her family, good cups of coffee and times of solace with the Lord.

Poor Richard's Financial Literacy Workshop Topics Include:

o Advanced Tax Strategies
o Long-Term Care
o Tax-Free Retirement Income
o Maximizing Social Security Income
o Social Security and Medicare
o Financial Exploitation of the Elderly
o IRMAA and How it Affects Your Retirement Income
o College Planning
o Pension Maximization
o Uses of Life Insurance
More... (Click here to inquire as to what else we offer!)

Click here to see upcoming workshops.

Click here to see past workshops. (Please Note: You can request that we deliver topics from the past to your organization or group, and we'll be delighted to do so.)