Financial Education
Savvy Women Invest on Purpose Workshop
How to Apply Your Natural Strengths as a Woman to Managing Your Finances and Investing.
Date: TBA
Location: Carlsbad, CA
Becoming a Seriously Savvy Woman Webinar
What You Need To Do To Become Financially Empowered. Money Management 101.
Date: May 8, 2025
Time: 7:00p
Retirement by Design Workshop
How to design a comfortable retirement. So you can remain comfortably retired and avoid running out of money. Without budgeting the joy out of life.
Date: February 27th, 2027, 5:30p – 6:30p
Location: Carlsbad, CA
Investing Basics (FREE Video Series)
Get started learning about investments so you can feel confident making financial decisions.
This video covers:
- Stocks
- Bonds
- Mutual funds & more
Find Us
2131 Palomar Airport Rd.
Suite 330
Carlsbad, Ca 92011
Phone
(760) 692-5700
FREE Consultation
Click here to schedule a free consultation with us.