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Let’s Talk Insurance Planning: What is Property & Casualty Insurance?

Learn what property & casualty insurance, what it protects, and its importance to you and your property is.  By definition, property insurance helps cover stuff you own, like your home or car; casualty insurance means that the policy includes liability coverage to help protect you if you're found legally responsible for an accident that causes […]

Get Success Savvy: The Power of Your Own FAB (Female Advisory Board)

Most companies have a group of people that serve as “advisory board members”. Their role is to help provide guidance, recommendations, and insights on a variety of key topics in order to ultimately produce better results for that firm. So why shouldn’t we apply that same strategy to ourselves as women in the workforce! And […]

Let’s Talk Life Insurance with a Savvy Ladies Expert

Learn about the impact of having life insurance? Do I need it? Should my spouse have it? What if I am divorced? Who benefits? By definition: life insurance is a contract between an insurer and a policy owner. A life insurance policy guarantees the insurer pays a sum of money to named beneficiaries when the […]

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:

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 […]