How to Change the Networking Narrative

Success in life is a function of our interpersonal relationships. Networking is a learned skill and does not require the personality of an extrovert. An engaging introductory conversation and exchange of business cards can build meaningful relationships when you...
Buy vs Rent: First time home buyers

Buy vs Rent: First time home buyers

Are you considering buying a home? Is being a home-owner a goal of yours? This webinar is designed for first-time home buyers to consider buying vs renting, but anyone that is thinking about buying a home will benefit from this presentation. We will go through some...
Protecting Your Income – Disability Insurance

Protecting Your Income – Disability Insurance

The ability to earn an income is often a person’s most valuable asset. This non-branded presentation provides detail concerning the risks a person faces with an emphasis on disability. It also provides an overview of the limitations of various options available...
Rewrite Your Money Story, Change Your Life

Rewrite Your Money Story, Change Your Life

Do you tell yourself money stories? Is there a little voice in your head saying “you’re no good with money,” or “you’re not capable of getting a handle on your finances,” or “you’ll never manage to save enough”? Negative, demoralizing stories like these can keep you...

How to Get Paid Like a Boss Lady

As a CPA who has worn many hats, Iralma Pozo has seen more salaries than she can count. Working in a male dominated environment has made her feel like a fly on the wall when male bosses and counterparts negotiate compensation for salaries and projects. Equal pay day...

5 Habits That Are Killing Your Productivity How to Optimize Your Time

Get more done in less time and be more productive than you ever thought possible. Learn how simple tweaks to your daily routine can 10x your efficiency! Emmy Award winning health producer and author of Listful Thinking, Paula Rizzo will walk you through ways to...
Annuities 101

Annuities 101

Annuities are an investment vehicle with a class of its own. An insurance like investment that has many distinct characteristics compared to traditional investments such as stocks, bonds, and mutual funds. Tax treatment, income needs, death benefit needs, and the...