Events

Savvy Women Invest on Purpose
Webinar

Thursday, October 29th 2020 12:30pm
In this workshop we talk about your natural strengths as a woman and how those strengths apply to managing money and investing.
Catherine, a CERTIFIED FINANCIAL PLANNER(tm) will facilitate the discussion.
She’ll also offer tips, including how to find the right relationship with a investment adviser. Someone you feel comfortable with. Someone you trust.
RSVP by completing the online form.

Becoming a Seriously Savvy Woman
Webinar

Wednesday, August 19th, 2020 4:30 – 5:30
In this workshop we talk about your natural strengths as a woman and how those strengths apply to managing money and investing.
Catherine, a CERTIFIED FINANCIAL PLANNER(tm) will facilitate the discussion.
She’ll also offer tips, including how to find the right relationship with a investment adviser. Someone you feel comfortable with. Someone you trust.
RSVP by completing the online form.

Lifestyle by Design Webinar

Lifestyle by Design
Webinar

Friday, September 18th, 12:30p – 1:00p

How to Design a Life You Love So You Can Live Well & Retire Comfortably… Without Sacrificing Your Lifestyle
Attend this FREE webinar because among other things it reveals:
1. The Lifestyle by Design Process
2. How to Set and Achieve Your Goals
3. The 4 Rules of Money For Women

RSVP by calling #760-692-5700 or completing the online form.