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Events

Upcoming Events

February 27, 2024

11:00a - 1:00p

Consolidated Planning Office

Women and Wealth In Person Workshop--Understanding Your Money

Understanding your cash flow, how your financial products work together, and mapping out how you'll afford your goals over the next 10 years.

February 29, 2024

5:30p - 8:00p

Uncork Charleston

The Business Owner Challenge - Charleston

Join us for an evening with your peers as we discuss the importance of succession planning for all of life's events--your retirement, your death or inability to work due to injury or illness, and even how to protect your company in the event of a divorce.

Past Events

January 24, 2024

10:00a - 12:00p

Consolidated Planning

I'm Getting Divorced, Now What?

Learn how to understand the financial impact of your divorce from a Financial Advisor and Certified Divorce Financial Analyst who specializes in divorce financial planning for women.

January 23, 2024

6:30p - 8:00p

Consolidated Planning

I'm Getting Divorced, Now What?

Learn how to understand the financial impact of your divorce from a Financial Advisor and Certified Divorce Financial Analyst who specializes in divorce financial planning for women.

January 18, 2024

6:30p - 7:30p

Consolidated Planning

The Business Owner Challenge

Join us for an evening with your peers as we discuss the importance of succession planning for all of life's events--your retirement, your death or inability to work due to injury or illness, and even how to protect your company in the event of a divorce.

November 15, 2023

9:30a - 10:30a

Providence Plantation Racquet & Swim Club

Women Building Wealth In Person Workshop--Organizing Your Finances

Workshop focused on how to collect your financial information into one tool, calculate your net worth, develop a savings strategy and pay for your needs, goals and life events.

October 24, 2023

6:00p - 8:00p

Consolidated Planning

I'm Getting Divorced, Now What?

Learn how to understand the financial impact of your divorce from a Financial Advisor and Certified Divorce Financial Analyst who specializes in divorce financial planning for women.

October 12, 2023

5:30p - 7:00p

Leo's Italian Social

Women, Wine, and Wealth In Person Workshop--Understanding Your Money

Understanding your cash flow, how your financial products work together, and mapping out how you'll afford your goals over the next 10 years.

October 5, 2023

5:30p - 7:00p

Leo's Italian Social

Women, Wine, and Wealth In Person Workshop--Organizing Your Finances

Session 2 of focuses on how to collect your financial information into one tool, calculate your net worth, develop a savings strategy and pay for your needs, goals and life events.

September 21, 2023

5:30p - 7:00p

Leo's Italian Social

Women, Wine, and Wealth In Person Workshop--Understanding Your Money

Understanding your cash flow, how your financial products work together, and mapping out how you'll afford your goals over the next 10 years.

August 31, 2023

12:00p - 1:00p

Zoom

Reaching Your Goals Virtual

Session 3 focuses on managing financial products to fit your timeframe to eliminate debt, redirect your money to handle life events and stay on track to afford your needs and goals.

August 17, 2023

12:00p - 1:00p

Zoom

Organizing Your Finances Virtual

Session 2 of a 3-part Workshop focused on how to collect your financial information into one tool, calculate your net worth, develop a savings strategy and pay for your needs, goals and life events.

August 3, 2023

6:00p - 7:00p

Bulla Gastrobar

Women, Wine, and Wealth In Person Workshop--Reaching Your Goals

Session 3 focuses on managing financial products to fit your timeframe to eliminate debt, redirect your money to handle life events and stay on track to afford your needs and goals.

August 3, 2023

12:00p - 1:00p

Zoom

Understanding Your Money Virtual

Understanding your cash flow, how your financial products work together, and mapping out how you'll afford your goals over the next 10 years.

July 20, 2023

6:00p - 7:00p

Bulla Gastrobar

Women, Wine, and Wealth In Person Workshop--Organizing Your Finances

Session 2 of a 3-part Workshop focused on how to collect your financial information into one tool, calculate your net worth, develop a savings strategy and pay for your needs, goals and life events.

July 6, 2023

6:00p - 7:00p

Bulla Gastrobar

Women, Wine, and Wealth In Person Workshop--Understanding Your Money

Understanding your cash flow, how your financial products work together, and mapping out how you'll afford your goals over the next 10 years.

May 2, 2023

12:00p - 1:00p

Zoom

Women Building Wealth Virtual Workshop--Reaching Your Goals

Session 3 focuses on managing financial products to fit your timeframe to eliminate debt, redirect your money to handle life events and stay on track to afford your needs and goals.

April 18, 2023

12:00p - 1:00p

Zoom

Women Building Wealth Virtual Workshop--Organizing Your Finances

Session 2 of a 3-part Workshop focused on how to collect your financial information into one tool, calculate your net worth, develop a savings strategy and pay for your needs, goals and life events.

April 4, 2023

12:00p - 1:00p

Zoom

Women Building Wealth Virtual Workshop--Understanding Your Money

Understanding your cash flow, how your financial products work together, and mapping out how you'll afford your goals over the next 10 years.

April 3, 2023

6:00p - 7:00p

Bonterra, Cafe, Cocktails & Wine Bar

Reaching Your Goals

Session 3 focuses on managing financial products to fit your timeframe to eliminate debt, redirect your money to handle life events and stay on track to afford your needs and goals.

March 27, 2023

6:00p - 7:00p

Bonterra, Cafe, Cocktails & Wine Bar

Organizing Your Finances

Session 2 of a 3-part Workshop focused on how to collect your financial information into one tool, calculate your net worth, develop a savings strategy and pay for your needs, goals and life events.

March 13, 2023

6:00p - 7:00p

Bonterra, Cafe, Cocktails & Wine Bar

Understanding Your Money

Understanding your cash flow, how your financial products work together, and mapping out how you'll afford your goals over the next 10 years.

Event Registration