What Every Woman Needs to Know About Investing and Financial Planning
Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self.
Discover the fundamentals of wealth building including real estate, credit, and much more to get on a sound path for the future.
Discover why it is important, as a woman, to be informed about finances. Increase the probability of reaching the financial goals you set for yourself.
Understand how to live healthy and wealthy, add years to your life and dollars to your retirement account.
This is an introduction to wealth management and financial concepts geared toward women. Learn the first steps to organizing finances.
When working with a team of professional advisors, make sure you are part of the process, work together and build a bond of trust.
Get an introduction to life insurance and annuities including types of life insurance policies, purchase options, types of annuities, and key terms.
What really is a bond? Join Iseult Conlin, CFA, and learn the basics of the fixed income bond market and how you can use it to your advantage.
Worried about retirement? Discover the woman’s guide to a fiscally sound retirement with Stacy Francis, Certified Financial Planner.
Learn goal oriented solutions to overcome your financial fears when dealing with Money, Financial Planning, and Investment Management.
In this workshop, we talk through the three stages you’ll go through when putting together a financial plan: Goals, Guts, and Glory!
Your biggest financial mistake… it’s not what you think! -The top ten financial fears of women and how to address them -The seven steps you must take!
Bridge the gap between where you are now and where you want to go. People feel confused or paralyzed when dealing with money. They want the best advice!
How women are creating a new "Female Economy" and what this means for your financial future -Why YOU as a woman need to start planning your financial future.