Recent Posts

Women & Money Events in June

Summer is right around the corner and what better way to prepare for the season than to become a Financially Wise Woman! Make sure you sign up to attend these June events early as they will fill up quickly!

June 5th, 2012- Money & Manicures

Becoming a Financially Wise Woman!

You are a new generation of empowered women. And you are taking control of your financial futures. You know more. You do more. You deserve more. While planning for your financial future can be a challenge to anyone, when you add, on top of that, juggling life as a mom, a wife, a caregiver and a professional it can be downright daunting. Today, we are living longer, doing more and having to take much more into consideration than ever before. And as women, it’s important to become educated regarding our finances because we think differently. We have different goals. Especially when it comes to finances. This is not just your money. It’s your future.

Register for Workshop Date: Tuesday, June 5, 2012 Time: 7:00 p.m.-8:30 p.m. PST

June 26th, 2012- Webinar

Love and Money: How to talk about money, combine your finances and bring more financial harmony into your relationship!

So, you’ve found the love of your life. And now, everything from making dinner to taking vacations seems more fun. But what about your joint finances? Money is a main source of stress in many relationships, but it doesn’t have to be that way. Combining finances with your significant other can be—and should be—just as fun as sharing a bottle of wine. Join Lauren Lyons Cole, CFP® and Britt Castro, CFP® as they talk about how to speak the same money language with your partner, understand each other’s money behaviors and the ins and outs of combining finances. Whether you’ve been married for 10 years or are just moving in together, these tips can immediately increase your money success as a couple.

Register for Webinar

Date: Tuesday, June 26th, 2012 Time: 5:00 p.m. PST/ 8:00 p.m. EST

*There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal.