by Savvy Ladies | Apr 25, 2018 | Webinar Investing, Webinars
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...
by David Ragland | Jul 26, 2017 | Webinar Investing, Webinars
There are three very simple keys to building wealth. In this presentation, David Ragland boils it all down into simple concise concepts that teach us: Cash is King! Why is cash so darned important? Everything from the traditional safety net to truly being the CEO of...
by Savvy Ladies | Jun 7, 2017 | Webinar Investing, Webinars
On this webinar we discuss fundamentals of building wealth including real estate, credit and much more to get us on a sound path of wealth building by doing things that are in our everyday control. About Sonia: Sonia Booker is a sought after entrepreneurial innovator...
by Savvy Ladies | Mar 1, 2017 | Webinar Investing, Webinars
March 3rd 2017 By Suzanne Akian An introduction to wealth management and financial concepts geared toward women. Presentation discusses financial objectives, a basic financial lexicon, first steps to organizing finances, an overview of the unique financial challenges...
by Savvy Ladies | Dec 7, 2016 | Webinar Investing, Webinars
One of the factors that many homeowners don’t think about is that for most of us, our primary residence is our single largest investment. Investment accounts are managed by carefully selected financial professionals. On the other hand, if you live in a community...
by Judith Herbst | Nov 2, 2016 | Webinar Investing, Webinars
During our time together, we will explore the following questions: Do you know the impact of every decision you make? Why do we most often have a “knee-jerk-reaction” versus a “response” to people and stimuli around us? How can we live more consciously? How can the...
