Financial Education

Savvy Women Invest on Purpose Workshop
How to Apply Your Natural Strengths as a Woman to Managing Your Finances and Investing.
So You Can Accomplish More With Your Money! Without Giving Up Latte’s, Wine or Mani-Pedi’s
Date: June 15, 2023, 12:30p-1:30p
Location: Carlsbad Dove Library

Becoming a Seriously Savvy Woman (FREE Video)
What You Need To Do To Become Financially Empowered. Money Management 101.
This video reveals:
- The four rules of money for women.
- The five steps to financial empowerement.
- The five secrets to becoming a Seriously Savvy Woman.

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.



