Financial Education
Savvy Women Invest on Purpose Workshop
How to Apply Your Natural Strengths as a Woman to Managing Your Finances and Investing.
Date: Sep 28, 2023, 5:30p – 6:30p
Location: Carlsbad
Becoming a Seriously Savvy Woman Workshop
What You Need To Do To Become Financially Empowered. Money Management 101.
Date: August 31, 2023, 12:00p – 1:00p
Location: Carlsbad
Lifestyle by Design (FREE Video)
How To Design A Life You Love, So You Can Live Well & Retire Comfortably… Without Sacrificing Your Lifestyle.
This video reveals:
- The lifestyle by design process.
- How to set and achieve your goals.
- How to prioritize your budget for unique your lifestyle.
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.
