by Savvy Ladies | Jan 15, 2024 | Webinars
View the Savvy Ladies panel discussion with our savvy experts Lisa Zeiderman, Esq., CDFA, CFL, Managing Partner at Miller Zeiderman LLP as moderator with panelists Gary Rosen, CPA, CFF, CFE, CVA, CGMA , a National Forensic Advisory Services Leader, and Nicholas G....
by Savvy Ladies | Sep 20, 2023 | Webinars
Manisha Thakor candidly shares how her own toxic behaviors around money, work, and success nearly destroyed her relationships, health, and sense of self-worth. Manisha will discuss what she did to overcome this never-enough mindset and share her strategies for freeing...
by Savvy Ladies | Jun 14, 2023 | Webinars
Savvy Ladies Get Health Savvy Panel to Address Your Money Mindset and the 4C’s of Financial Wellbeing – Culture, Community, Communication, Confidence for Women. Moderator Kathleen Burns Kingsbury, wealth psychology and behavioral change coach, and podcast...
by Savvy Ladies | May 26, 2023 | Webinars, Webinar Family, Webinar Midlife Finances
Are you overwhelmed by thinking about estate planning? Savvy experts Michelle Petrowski, CFP® CDFA®, Mark L Prendergast, MS CPA CFP® CDFA® and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ lay out all the basics and explain why everyone should have an estate plan. Gain...
by Savvy Ladies | Apr 23, 2023 | Webinars, Webinar Family, Webinar Retirement
In this Savvy Session, financial expert and Savvy Ladies Volunteer Katherine Sayer, CLU, RICP, breaks down the different types of insurances you’ll need in every stage of life, from your college years to retirement. Learn everything about the different kinds of...
by Savvy Ladies | Feb 25, 2023 | Blog, Webinar Career & Business Planning, Webinars
Are you planning to become a small business owner this year? Tax advisor Alicyn McLeod, CPA, CFP® and tax attorney Matthew E. Foreman share all you need to know about taxes. Originally live-streamed on February 21, 2023.
