Family

Money Lessons in Virtual Safety

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. Himonidis, JD, CFE, CCFS, CCFI, CRC Expert in Online Security.

Savvy Ladies + Manisha Thakor Talk MoneyZen

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...

Heatlh & Your Money Mindset

Savvy Ladies Get Health Savvy Panel to Address Your Money Mindset and the 4C’s of Financial Wellbeing – Culture, Community, Communication, Confidence for Women. Recorded June 14, 2023.

Home Sharing to Cut Housing Costs

By Marge Schiller, CFP® Is your cost of housing too large a portion of your income today? Are you having trouble finding an affordable rental in your community? Or is your current home more space than you really need but you like it?  If your answer is “Yes” to any of...

What Insurance Do You Need for Every Life Stage?

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...

Tax Returns: Who Needs To File?

When talk turns to taxes, it feels like everyone is filing a tax return—but do you need to? Here’s what to know about your tax filing obligations.