• Community Support
  • Interviews & Talkshows
  • Awards
  • Client Events
  • Accomplishments
  • Workshops & Webinars
  • News Articles

February 2020 | Galentine's Painting Event 

We enjoyed an evening with our Clients and their Galentine's all painting fine and drinking wine!


September 2019 | Tea Party & Downton Abbey Movie Event 

We hosted a tea part at the Robert's Residence and then went to the movie theater to enjoy The Downton Abbey Movie. We all had such an amazing time spending a beautiful day with good company.


March 2019 | What's Your Word or intention? We made our own bracelets as a reminder! 

When you write down and vocalize your goals or the things you want in life, you are more likely to manifest them into actual reality. To help our clients and we hosted a "What's Your Word" event where guests answered a series of questions to find their words, and then everyone stamped them onto their own intention bracelets! 


September 2018 | Roberts Family Nominated Honorees of The Congressional Coalition for "2018 Angels In Adoption"

Karen and her husband Jim were nominated for the Congressional Coalition Award "Angels In Adoption."  View Honoree List Here. They were awarded at CCAI’s annual Angels in Adoption® Gala in Washington, D.C. where  they attended the gala for an inspiring evening which celebrates the role that a loving family plays in the lives of children.

The Angels in Adoption® Program is a tradition of celebrating the extraordinary efforts of individuals, couples, and organizations who work tirelessly to advocate for children in need of a family. Since 1999, over 2,600 Angels have received this special honor. CCAI also awards a select number of National Angels in Adoption® Honorees. As the name implies, these are individuals whose contributions in the fields of adoption or foster care have an impact on a national scale.

While on this trip Karen and her adopted son Alex, visited the senate chambers to advocate for more resources to support youth in foster care. They were also able to meet with Senator Bill Nelson. 

 

 


April 2018 | Karen Interviewed by VoyageMIA Local Stories - Miami's Most Inspiring Stories

Take a moment to read the article written by VoyageMIA, to learn a little bit more about Karen's start in this industry and the road she endured to get to where she is today!

Read the article here:  http://voyagemia.com/interview/meet-karen-roberts-emerald-financial-group-deerfield-beach-florida/


January 2018| The Emerald Financial Group Sponsors Community Event

 


October 2017 | Danielle honored by broker-dealer with it's Assistant of  The Year Award!

On Tuesday, October 24th, 2017 Danielle Diaz was honored and awarded with JW Cole Financial's first ever Assistant of The Year Award! We are so excited by this prestigious award, recognizing her for all of her hard work and efforts here at The Emerald Financial Group and JW Cole Financial. 

2017 Annual J.W. Cole Symposium.jpgJWC Conference 2017.jpg

• The Advisor did not pay a fee to be considered for the J.W. Cole Financial, Inc. Assistant of The Year Award (“AWARD”). • The “AWARD” award is not indicative of the Advisor’s future performance. Working with the “AWARD” is not a guarantee as to future investment success, nor is there any guarantee the selected Advisor will be awarded this accomplishment by J.W. Cole Financial, Inc. in the future. • The inclusion of the Advisor as the “AWARD” should not be construed as an endorsement of the Advisor’s investment management skills by J.W. Cole Financial, Inc. or any of its affiliates. • The Advisor may or may not use discretion in their practice and therefore may or may not manage their client’s assets. • The “AWARD” selection committee is not acting in the capacity of an Investment Adviser and therefore the reference to this award should not be considered financial advice. • J.W. Cole Financial, Inc. has approximately 384 Advisors eligible for consideration of the award and only one Advisor per year is selected. • For more information on the methodology behind the selection committee’s nominations, please contact the Chief Compliance Officer at J.W. Cole Financial, Inc. at (813) 935-6776.


October 2017 | Radio Show: Karen Guest Speaker for The Healthy Credit Gals Radio

 


June 2017 | FAU Adult Education Course: How Not To Run Out of Money in Retirement

Karen and her team hosted an adult course at FAU in Boca Raton. The course was designed to teach women how not to run out of money.

What they learned: The three biggest mistakes women make in retirement planning, How to maximize your Social Security Benefits, Multiple ways to create guaranteed income for life, The pros and cons of annuities, Why women need to make their money work harder, Your money personality type, Paying for long term care – What Medicare and Medicaid do and don’t cover, How to talk to family about money. 


May 2017 | Karen honored with Top 100 Outstanding Women of Broward County

On Thursday, May 11th, 2017 we attended The Top 100 Women of Broward County banquet as we celebrated Karen as an honoree for all of her accomplishments and involvement in the community. All of the proceeds from this event benefited The Boys and Girls Club of Broward County.

Pictured Left to Right: Danielle Diaz, Karen Roberts, Wendy Ashford, Rebecca Foster. 


May 2017 |  JWF Grant Wishes Celebration: Announcing Grant Awards

Karen serves as a co-chair on the Grant Committee of the Jewish Women's Foundation. She had the privilege of announcing the Grants Awarded to JAFCO and Israel Sci-Tech Schools. It is amazing getting to see exactly where this money is going!


March 2017 | How Not to Run out of Money in Retirement Workshop

Karen Roberts had so much fun instructing a 2 hour workshops at Florida Atlantic University exclusively for women on how women can take control and secure their financial future!


March 2017 | Women's History Month Happy Hour benefiting Dress for Success

The Emerald Financial Group hosted a happy hour at Seasons 52 to clean out our closets for a good cause giving back to Dress for Success Miami. We donated professional attire in support of empowering women of our community to achieve economic independence to celebrate Women's History Month this March. They provide support, professional attire, and the development tools to help women thrive in work and life. We can not thank everyone enough who joined us and brought so many generous donations. "Changing the World one Woman at a time" -Karen Roberts


December 2016 | JAFCO Holiday Gift Drive

The Emerald Financial Group wants to Thank our friends, clients and business associates for making the children of JAFCO very happy with their toys and gift cards! You are all the best!!

Jafco Drive 2016.jpg


May 2016 | Emerald Financial Group attends Women of J.W. Cole Conference

Emerald members took a three day trip to Cape Coral, FL to attend JW Cole's Annual Women Conference. There we learned many valuable things that we will incorporate into our firm here at The Emerald Financial Group.

Pictured Left to Right: Danielle Diaz, Karen Roberts, Wendy Ashford. 


May 2016 | Emerald's Annual Shredding Event

Identity Theft is constantly lurking around the corner, it’s imperative to take the time to clean out old documents, and dispose of them properly. So we hold an annual shredding event and encourage our clients to fill up as many bags and boxes as they need to unload and shred.

Knowing what to shred and what to keep is important. Here is a detailed list you can download: Document Retention Guidelines.pdf

 


April 2016 | Identity Theft Workshop

We held a workshop for our clients, to learn how to Protect Ourselves, Our Credit, and Our Financial Future. We invited, a professional speaker from the National Crime Stop Program to give a very informative, enlightening presentation on how to protect our identities. 


February 2016 | Create Your Vision Board Workshop

We invited Shirly Gilad, a seasoned health practitioner to teach us how vision boarding can be a simple, fun process of letting our imaginations run wild. Giving us insight into our future dreams, she helped us imagine our unique futures. With the use of pictures, sayings and markers, we were able to create our own vision boards to take home.

Shirly Gilad's  unique program combines hypnosis, behavior modifications, nutrition and homeopathy to provide her clients with quick and effective results. She truly believes that each of us deserves to live our best life and she helps her clients achieve exactly that.  Feel free to learn more about Shirly Gilad, and Integrative Hypnotherapy here.


October 2015 | Karen Honored with Industry Awards

During the 2015 JW Cole Financial broker-dealer Annual Conference Karen Roberts was awarded the Jim Bennink Leadership Award. This award recognizes everything she has done for the industry and the company.

 

 

• The Advisor did not pay a fee to be considered for the J.W. Cole Financial, Inc. Jim Bennink Leadership Award (“AWARD”). • The “AWARD” award is not indicative of the Advisor’s future performance. Working with the “AWARD” is not a guarantee as to future investment success, nor is there any guarantee the selected Advisor will be awarded this accomplishment by J.W. Cole Financial, Inc. in the future. • The inclusion of the Advisor as the “AWARD” should not be construed as an endorsement of the Advisor’s investment management skills by J.W. Cole Financial, Inc. or any of its affiliates. • The Advisor may or may not use discretion in their practice and therefore may or may not manage their client’s assets. • The “AWARD” selection committee is not acting in the capacity of an Investment Adviser and therefore the reference to this award should not be considered financial advice. • J.W. Cole Financial, Inc. has approximately 384 Advisors eligible for consideration of the award and only one Advisor per year is selected. • For more information on the methodology behind the selection committee’s nominations, please contact the Chief Compliance Officer at J.W. Cole Financial, Inc. at (813) 935-6776.

 

Karen also won the WIFS- Women in Insurance and Financial Services 2015 ANGEL Award. The ANGEL Award is given to a member who has gone above and beyond to help a woman or women advance in their careers. The ANGEL has been a mentor and enabled success.  A- Assistance N- Nurture G- Guidance E- Ethics L- Leadership

 

 

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients.  Rankings published by  magazines, and others, generally base their selections exclusively  on information prepared and/or submitted by the recognized adviser.


October 2015 | Karen Talks Financial Fitness with The Cafe D "Divorce RX Series" - Webinar Part 3

The Cafe D - DivorceRx Webinar Series with Karen K. Roberts, ChFC, CDFA

Money and life after divorce…what can be more concerning?  That’s why we tackle it here, on this DivorceRx!  The divorce advice we have for you this week is how to invest your money and make it work for you!

Saving & Investing Create your Vision for your financial future.

 

The information contained in this webinar does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of Ms. Karen Roberts and The Emerald Financial Group and not necessarily those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments and strategies mentioned may not be suitable for all investors. You should discuss any tax or legal matters with the appropriate professional. Individual investor’s results will vary.

 


October 2015 | The Emerald Financial Group Team Members Nominated for WIFS Awards!

Women in Insurance and Financial Services 2015 Awards. WIFS awards and recognizes their members to celebrate them and their support of the women in the industry.

Karen Roberts - nominated for two separate categories: Woman of the Year and ANGEL. Woman of the Year Award  is the highest level of recognition a member may receive from her peers. The WOY award is focused upon recognizing current, ongoing involvement in WIFS and making a difference in the industry. The ANGEL Award is given to a member who has gone above and beyond to help a woman or women advance in their careers. The ANGEL has been a mentor and enabled success.  A- Assistance N- Nurture G- Guidance E- Ethics L- Leadership

Danielle Diaz - nominated for Member of The Year. The Member of the Year award is focused upon recognizing current, ongoing involvement in WIFS at either a local level or national level.

Congratulations to both Karen and Danielle for all of their hard work, and continuous support and service for women in the financial services industry.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients.  Rankings published by  magazines, and others, generally base their selections exclusively  on information prepared and/or submitted by the recognized adviser.


October 2015 | Karen Talks Financial Fitness with The Cafe D "Divorce RX Series" - Webinar Part 2

The Cafe D - DivorceRx Webinar Series with Karen K. Roberts, ChFC, CDFA

If there is one word of divorce advice that we could give you as you go on your journey, that would be to get control of your money! As uncomfortable as it may be for you, it's the only way you can get through this financially whole. Creating a spending plan, the new word for budget, will let you know how you can live your life in the short term and in the long-term. This webinar is so important, because it will teach you how to avoid some financial mistakes. 

During this webinar we talked about a step-by-step plan to meet expenses, how to make conscious choices based on the money you have coming in and we help you reduce anxiety by giving you control over your money.

 

 


September 2015 | Karen Talks Financial Fitness with The Cafe D "Divorce RX Series" - Webinar Part 1

The Cafe D - DivorceRx Webinar Series with Karen K. Roberts, ChFC, CDFA

Money, money money...the MOST uncomfortable conversation for so many to have, and yet probably the most important. This webinar is a doozy! It will show you how to save money during your divorce process, so you can have financial freedom and reduce your stress over your divorce. When it comes to finances and divorce, we want to make sure you know about a few things.

If you need support with Divorce we encourage you to reach out to The Emerald Financial Group and The Divorce Cafe. http://thecafed.com/

 


August 2015 | Karen wins the National Planning Bro Bono Award

Karen Roberts has been recognized by the Financial Planning Foundation as the 2015 Pro Bono Award winner! This is the fifth year of the Pro Bono Award, which highlights Financial Advisors who work diligently to positively impact lives in their communities. Read Article here.

Karen will receive a $5,000 grant from the Foundation for Financial Planning, a non-profit focused on community education by the financial planners. The proceeds of the Award will be donated to the Jewish Adoption and Family Care Options (JAFCO), a 501©3 non-profit established in 1992 to provide services to abused and neglected children in South Florida. Congratulations, Karen!

The Pro Bono Award from TEFG on Vimeo.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients.  Rankings published by  magazines, and others, generally base their selections exclusively  on information prepared and/or submitted by the recognized adviser.


June 2015 | Emerald’s Shredding Event

We teamed up with The Red Shredder who conveniently parked on site and complimentary to anyone who came by. We plan to host another shredding event in 2016!

Identity theft is constantly lurking around the corner, it is imperative to take the time to clean out old documents, and dispose of them properly.  If you are not sure what to shred you can email us and we will send you a detailed list and shredding guidelines for reference.


April 2015 | Women's Financial Fitness Program hosted by Soreff JCC & JAFCO

Karen Roberts assisted in kick-starting a new educational program with JAFCO in 2014. This year, the program will continue to offer women of all ages and walks of life to participate in Financial Fitness for Women. Teaching them how to be in control of their money; how to use it, spend it and properly save it.  This program is sponsored by The Women's Jewish Foundation of Broward County.


March 2015 | Financial Workshop for Women

We successfully hosted our 1st quarterly workshop for this year! We invited all women to come and Feel Empowered by learning their financial personalities, Get Educated on why they need a financial strategy and how To Take Control of their financial futures!

Our next workshop will be held in June 2015 - Topic: Identity Theft & Protection


November 2014 | 2nd Thanksgiving Open House & Pie Give Away

The Emerald Financial roup has done it again! They hosted another successful open house which collected and donated over 80lbs of food to the Boca Helping Hands Basket Brigade for families in need.  Karen Roberts also presented an interesting topic on “Managing Holiday Stress.”

We also started our annual Apple & Pumpkin Pie Give Away which attendees were able take a pie of their choice home with them.


November 2014  |  Divorce Connection:  Financial Stress of Divorce

Karen Roberts talks about the Financial Stress of Divorce on the Divorce Connection Network.

Karen Roberts and The Emerald Financial Group strive to remain educated in many areas of financial matters to better serve their clients. Karen and her team, are looking forward to offering their expertise in Divorce Planning.

Financial Stress of Divorce from TEFG on Vimeo.


September 2014 | Karen Roberts is now a Divorce Financial Analyst

Karen Roberts attained her Certified Divorce Financial Analyst –CDFA, degree! This degree will enable her to support current and future clients through the pre and post financial aspects of divorce.


May 2014 | Women's Education Program at JAFCO

Karen Roberts assisted in kick-starting a new educational program with JAFCO which will teach women (of age for foster care release, suddenly single, and single mothers) how to be in control of their money; how to make it, use it, spend it and properly save it.


February 2014 | Karen Appointed Advisor for Alpha Xi Delta

Karen Roberts was appointed financial advisor for her sorority, Alpha Xi Delta located on the FAU campus is Boca Raton, FL.


November 2013 | NBC News Ch6  Adoption Interview

Karen Robert's son Alex was interviewed live on channel 6, NBC News, regarding his forever family and his story of foster care and adoption! JAFCO was highlighted as the best agency ever. If you or someone you know has ever considered adoption or foster care The Roberts Family will attest that opening your home to a child is the greatest gift you can ever give! Here is the video from the interview.

Adoption from TEFG on Vimeo.


November 2013 | Thanksgiving Appreciation Event

With the help of our friends and clients we were able to donate over 60lbs worth of food to Boca Helping Hands. This helped provide meals for families in need this Thanksgiving.


October 2013 | Karen Roberts, Awarded Outstanding Advisor

During our broker-dealer annual conference, Karen Roberts was acknowledged with their Outstanding New Advisor Award. From all of us here at The Emerald Financial Group, we thank you, our clients, friends and family for your continued support. Congratulations Karen!

• The Advisor did not pay a fee to be considered for the J.W. Cole Financial, Inc. “AWARD” award. • The “AWARD” award is not indicative of the Advisor’s future performance. Working with the “AWARD” is not a guarantee as to future investment success, nor is there any guarantee the selected Advisor will be awarded this accomplishment by J.W. Cole Financial, Inc. in the future. • The inclusion of the Advisor as the “AWARD” award should not be construed as an endorsement of the Advisor’s investment management skills by J.W. Cole Financial, Inc. or any of its affiliates. • The Advisor may or may not use discretion in their practice and therefore may or may not manage their client’s assets. • The “AWARD” selection committee is not acting in the capacity of an Investment Adviser and therefore the reference to this award should not be considered financial advice. • J.W. Cole Financial, Inc. has approximately 410 Advisors eligible for consideration of the award and only one Advisor per year is selected. • For more information on the methodology behind the selection committee’s nominations, please contact the Chief Compliance Officer at J.W. Cole Financial, Inc. at (813) 935-6776.


October 12, 2013 | Karen Roberts, Making Strides -Breast Cancer

Because I know I will make a difference in the fight to end breast cancer. I know that by raising funds and walking in the American Cancer Society Making Strides Against Breast Cancer event, I will help save lives from breast cancer. I believe that one day breast cancer will never steal another year from anyone's life. Making Strides is not only my opportunity to join my community to fight back against breast cancer, but it is also a way to inspire hope by raising funds and awareness to help those facing the disease. That's why I'm walking.


September 11, 2013 | Danielle Diaz, WIFS GoldCoast President

Danielle Diaz has been nominated to serve a second term as WIFS (Women in Financial Services) Chapter President.  Her 2 year journey will see her through June 2014. Danielle has been actively involved with the Gold Coast Chapter of WIFS since 2003.

 


September 2013 | Life Insurance Awareness Month

September is Life Insurance Awareness Month! There is no better time for a life insurance check-up than right now!  If you don't have life insurance, don't wait until it's "too late"... Right now is the right time to learn how life insurance can help you leave a legacy for your family. We can help guide you to the appropriate product and amount that will suit your needs.  A great website for more information: http://www.lifehappens.org/  


August 21, 2013  |  SunSentinel Article referencing Karen Roberts on Back To School for JAFCO Children

The agency from which she adopted her two youngest boys. SunSentinel- Back To School Article


Summer 2013  |  Women Helping Women 3 Topics on 3 Dates

In an effort to become involved and active in the community we have designed a summer series Just for YOU!  Below are the dates, speakers and topics. Come out and join us, for one, two or all three dates! Invite a friend, and enjoy lunch with us!

Location: Terra Fiamma Restaurant, Delray MarketPlace in Delray Beach Time: 10:30 - 1:00 Contact Us and Reserve Your Spot!

Series # 1: Wednesday, June 19th

Speaker: Karen K. Roberts, CLU, ChFC- A Closer Look at the Ethical Will- A Family Love Letter, Leave a Legacy Behind

Series # 2: Thursday, July 18th

Speaker: Marilyn Willison, Author of The Self-Empowered Woman!

Series # 3: Thursday, August 29th

Speaker: Kevin of Crime Stop Prevention-Identity Theft Protection - How to Best Protect Ourselves, Our Money & Our Identity! 


June 18, 2012  |  Radio Show: BONEUp On Business

On this episode of Bone Up on Business, Joyce features two remarkable ladies who are prominent members of the Women in Insurance & Financial Services (WIFS) organization, Susan Glass & Karen Roberts. And Joyce helps out biz1190 WAFS intern & West Georgia student Taylor Roper.

Susan Glass has been a Financial Advisor with New York Life since June 2001. She has made council each year since joining New York Life, in 2004 was named New Organization Leader and reached MDRT for the first time in 2006. Her primary focus for her business is working with Women Business Owners, long term care planning and life insurance.  She is the President of the Atlanta Chapter of WIFS and serves on two committees on the National Board of WIFS.

Karen Roberts is a Wealth Planning Specialist who runs a company called The Emerald Financial Group located in Deerfield Beach, Florida. She has rang the opening bell of the New York Stock Exchange and has been featured in many news paper/magazine articles for her financial acumen. Karen is currently serving as the National President of WIFS.

And to round up the show, Joyce switches roles from host to interviewee and gives University of West Georgia student & biz1190 intern Taylor Roper a first hand look at how it feels like to be a host on a radio show! Taylor interviews Joyce on how she got into radio show hosting & business.


April 2012  |  Daily Buzz Show: Karen on Women Taking Charge

Karen was interviewed by the Daily Buzz Morning Show on Women Taking Charge of their money.

Daily Buzz Segment from TEFG on Vimeo.


December 18, 2011   |  Karen Rings the NYSE Opening Bell!

Karen Roberts is the one in "Red"

Read Article: SunSentinel Article: Karen Robrts is Ringing the NYSE Opening Bell


December 14, 2010   |  Radio Show: Karen Speaks on how some advice can derail your financial security and retirement

Misguided financial advice can derail your future and understanding wealth enhancing opportunities is important with Americans facing up to 30 years of retirement. The show will focus on how women approach money and solutions for long term financial security. Women are usually the ones left to care for family members or aging parents. They outlive men by an average of a decade. Their longevity means their financial needs are accentuated and need to be planned for differently. Misguided financial advice from celebrities such as Suze Orman can jeopardize our financial security and we all pay the price from following bad financial advice. My guest is today Karen Roberts, Karen is currently serving as National President of Women in Insurance and Financial Services (WIFS) with chapters across the US. Karen also is Principal Owner of The Emerald Financial Group located in Deerfield Beach, Florida and a Wealth Planning Specialist with 21 years in the financial service industry.