Events

Women Building Wealth: A Night of Connection & Confidence

Women Building Wealth: A Night of Connection & Confidence is more than a dinner—it’s a space for thoughtful conversation, shared experiences, and practical guidance to help you get organized and feel empowered in your financial journey. Whether you’re approaching retirement, navigating a life transition, or simply want to take more control of your money, this event is for you.

Understanding Your Money--A Financial Literacy Workshop for Women

A workshop to help you understand your cash flow, understand how your financial products work together, and map out how you'll afford your goals over the next 10 years.

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.

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.

Organizing Your Finances for Realtors

I'm Getting Divorced, Now What? (Webinar)

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

I'm Getting Divorced, Now What? (Virtual Webinar)

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

The Business Owner Challenge - Atlanta

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.

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.

I'm Getting Divorced, Now What? (Virtual Webinar)

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

I'm Getting Divorced, Now What? (Virtual Webinar)

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.