(760) 692-5700

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

Becoming a Seriously Savvy Woman Workshop

What You Need To Do To Become Financially Empowered. Money Management 101.

Date: TBA

Location: Carlsbad

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: May 30, 2024, 12:30p – 1:30p

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 


(760) 692-5700 

FREE Consultation

Click here to schedule a free consultation with us.