Join us for our next seminar

Women & Wealth

As women’s personal wealth and financial influence continue to trend upward, feeling confident and knowledgeable about finances and investments is more important than ever. 

To help with this we are hosting a free workshop!  

Tuesday, April 23rd at 4pm PT via Zoom

During this quick but informative call we’ll discuss:

  • Stocks, Bonds, Mutual Funds and ETFs 
  • Asset Allocation
  • Diversification
  • Volatility vs Returns
  • Emotional Investing
  • Financial Planning
  • Mitigating Risks
  • Estate Planning
  • Questions   

If you’re unable to attend but have questions, please don’t hesitate to reach out and we can set up a free one-on-one discussion.  I’m always happy to be a resource.

Workshops We Offer

Our workshops are offered online several times per year. Please contact us or sign up for our mailing list for more information on availability.

Women & Wealth

A Women’s Financial Seminar

As women’s personal wealth and financial influence continue to trend upward, feeling confident and knowledgeable about finances and investments is more important than ever.  

If you’ve recently gone through a life transition such as divorce, career change, loss of a loved one, or simply want to be empowered through increasing your financial awareness, this workshop is for you. 

Employee Benefits Workshop

Understanding Your Open Enrollment Options

Want to make the most of your benefits? For some of us, open enrollment increases anxiety rather than creates peace of mind. We’ll discuss options for life insurance, disability, medical and retirement savings and how to determine the best choices. Consider your questions answered.

Estate Planning In Your 30’s, 40’s and Beyond

The Estate Planning Basics Everyone Should Know

Do you have a clear understanding of how your death would impact your loved ones and your assets? Understand why estate planning should be part of your financial plan, and get an overview of the documents you want to establish and update so you can protect and empower those you love.

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