As you know, when it comes to life’s biggest moments, you probably had a plan. Your family vacation, for example, followed a timeline, a budget—and some compromise and conversation. Creating…
Women’s financial roles are evolving rapidly, and understanding their unique financial needs is crucial to creating tailored solutions that can empower their financial independence. Join us as we explore the…
Women are living longer, healthier lives than ever before, which means retirement could take up a full third of your life. That’s why your retirement assets will have to do…
Join our Virtual Learning Series’ sponsor, Principal, as we dive into the complexities of employee benefit packages. Learn how to assess the multi-faceted layers of a benefits package to ensure…
Are you making smart decisions with your money that will help you accomplish your future goals? Sound financial management is a process that begins with your first paycheck and continues…
Karen helps her clients work towards their goals and plan for the important things in life such as retirement, business transition, and family planning. She is a bi-lingual professional who…
Women can face a lot of changes and challenges during their lifetime which typically occurs during their earning years, so their savings for retirement can be interrupted or declined. You…
Presented by Amy Schultz, Founder & CEO, SmartGirlMoney. Women face unique financial challenges with solutions that go beyond standard financial advice. In this 45-minute webinar, you will learn what you need to…
Want to be an active participant in your company’s corporate strategy discussions but are afraid you’re missing something everybody else in the room knows?  In this 45-minute webinar, you will…