
Real Estate as an Investment
In this 2-part virtual educational session, finance and real estate experts Kristen Bonnier and Ashesh Shah, CFP®, discuss how to use the equity of your home for investing, as well as how to access those funds. What you’ll learn: Part 1: What is a Home Equity...
How to Get in Financial Shape for a Mortgage
Looking to become a homeowner? In this 2-part webinar, mortgage consultant Deborah Cady and financial advisor Laurie Itkin, CDFA, help you get your finances ready to buy a house. This webinar is for anyone looking to purchase a home on their own, whether you are...
How to Generate Monthly Income from Investing
In this webinar, Laurie Itkin, financial advisor and certified divorce financial analyst, will discuss the pros and cons of popular methods of generating monthly or annual income from investments

Investing in uncertain times – using stocks and bonds to secure your financial future
Stacy Francis, CFP®, CDFA®, CES™ will discuss how to create financial immunity and protect your portfolio during market volatility. In her presentation, you will also learn what moves you can make to stay on the right track with your investments and retirement, and...
Real Estate: A Savvy Investment
Julia Hoagland, principal of one of NYC’s top-producing residential real estate teams will share insights from her 15+ years of NYC residential real estate experience including over $750M in sales to help Savvy Ladies: Understand when an investment in real...
Financial Liberation for Women of Color
An Introduction To The Knowledge & Skills Of Wealth-Building This webinar is an interactive conversation about the knowledge, habits, and mindset of wealth building – increasing your net worth. By building wealth, the less you have to rely on your income, the more...
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...
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...Simple Steps to Growing Wealth
There are three simple keys to building wealth. Learn how to build your wealth over time through cash, saving, and investing and be sure of your decisions.