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CE Credit Workshop Client and Planner Attitudes, Values, Biases

CFP CE Credit Peer to Peer Workshop - Client and Planner Attitudes, Values, Biases  Fighting Inherent Biases to Escalate the Building of Wealth among Women H. 65: Client and planner attitudes, values, biases Description: Entry Level/Introductory This course will focus on CFPs working with women as clients. Money psychology will be discussed, including money beliefs […]

Budgeting for the Holidays

It's the most wonderful time of the year... except for your wallet. Between presents, travel, hosting, and beyond, the most magical season can wreak havoc on your finances. How can keep you keep your holiday shopping aligned with your financial goals? It's easy: make a budget and check it twice! Join our free Savvy Session, […]

Financial Implications of Pet Ownership

Animals are just plain cute and can bring so much joy to your life, but like children, they are not cheap – especially if you care for your pet properly. Learn about the financial implications of pet ownership in our upcoming savvy session. Live virtual session on Wed, 10/26 at 1:00 pm ET. Register to […]

Long-Term Care: An Overview

Long-term Care:  An Overview Live virtual session on Wed, 11/9 at 1:00 pm ET.   Register here:  https://us02web.zoom.us/meeting/register/tZcpdeCgqT4oGtUIj1Iz4oQ7rdoVB2RFR1Ev

Annual Awards Gala Celebration

Savvy Ladies Awards Celebration November 16th, 6:00 PM ET with Veronica Dagher, Wall Street Journal Senior Wealth Management Reporter, as our Savvy Ladies Head of Ceremonies Join us in celebrating outstanding individuals who are making a difference in women's financial empowerment. Change makers, male allies, mentors and mentees--our 2022 honorees are beyond inspiring. Let's cheer them […]

Get Divorce Savvy Panel: The Art of the Pre-Nup + Legacy Planning

Jan 12th 2023 Get Divorce Savvy Panel Series:  The Art of the Pre-Nup + Legacy Planning with Stacy Francis and Lisa Zeiderman. Join the conversation lead by our Savvy experts and start talking about your views on money. Understand what happens with the premarital property. Will it remain separate or be joint? What about student […]

Free

Savvy Sessions: Ask a Career Expert: Job Search Q&A

Savvy Session:  Refresh and reboot your job hunt in the New Year! Career expert Amy Geffen answers your questions and shares tips and strategies to land your dream job in 2023. From resume writing to networking to interview prepping and beyond, send us your questions in advance and have them answered live by a top […]

Free

Get Divorce Savvy Panel: Understanding Your Net Worth & Financial Assets

Jan 19th Get Divorce Savvy Series Panel: Understanding Your Net Worth & Financial Assets Join the discussion and learn from our expert panelists. What is your statement of net worth? How to figure it out and untangle your financial assets from your spouses. Register for this free virtual event here:  https://us02web.zoom.us/meeting/register/tZcqf-6rqTIsGtAP1YelEW31ZGj4RlpA0TFC  

Savvy Session: Rebooting Your Budget

Savvy Ladies volunteer Peter J. Creedon CFP®, ChFC, CLU, EA, helps you revisit and adjust your budget for 2023. Get tips on how to be a Savvy spender and saver as prices go up. Join us on Wednesday, January 25 at 1pm Et. Register for free today! https://us02web.zoom.us/meeting/register/tZIpf-ugqD4vG9dzH9kijidZ3uAMGi_0GbK8 Wednesday, January 25, 1:00 pm ET

Free