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December 15, 2023
Investments: Part 1
Financial Planning covers six areas of concentration and investment management being one piece of the puzzle! Learn about the stock and bond markets; asset allocation; portfolio diversification; passive and active management; retirement vehicles; tax considerations, and much more in this two-part series!
Do take note: this is an advanced course! It is strongly encouraged that you come in with knowledge in basic budgeting and savings tools, or have taken other courses such as Stash It and Give Your Self Credit.
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December 14, 2023
Investments: Part 2
Financial Planning covers 6 areas of concentration. Investment Management being one piece of the puzzle. Learn about the Stock and Bond Markets, Asset Allocation, Portfolio Diversification, Passive and Active Management, Retirement vehicle, Tax considerations, and much more in this two part series. This is an advanced course and it is strongly encouraged that you come in with knowledge in basic budgeting and savings tools or have taken other courses such as Stash It and Give Your Self Credit.
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December 14, 2023
Investments: Part 1
Financial Planning covers 6 areas of concentration. Investment Management being one piece of the puzzle. Learn about the Stock and Bond Markets, Asset Allocation, Portfolio Diversification, Passive and Active Management, Retirement vehicle, Tax considerations, and much more in this two part series. This is an advanced course and it is strongly encouraged that you come in with knowledge in basic budgeting and savings tools or have taken other courses such as Stash It and Give Your Self Credit.
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August 16, 2023Leading in the Corporate World
Our September Community Leadership Series luncheon will recognize woman leadership in business and feature speaker Sasha Stair.
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August 16, 2023Women’s Equality in the Financial Industry
Our August luncheon will be in celebration of Women’s Equality Day in partnership with Wells Fargo.
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July 11, 2023
Life Insurance with New York Life
Participants will learn the various types of life insurance, how they are employed in a financial plan, and how they can be used to build generational wealth. Importance will be placed on suitability for personal financial goals and the pros and cons of each.
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July 11, 2023
Crear un plan para el éxito financiero con New York Life
Aprende a establecer una base financiera sólida para lograr tus metas económicas personales.
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June 29, 2023
Centavos Financieros: Exito con Los Ahorros with Take Charge America
Saber a dónde está yendo su dinero es un primer paso crucial para controlar sus finanzas. Los participantes aprenderán los distintos tipos de gastos, los conceptos básicos del presupuesto, y cómo desarrollar su propio presupuesto personal.
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June 29, 2023
Financial Cents: Saving Success with Take Charge America
Participants will learn how to assess their expenses, budgeting basics and how to build a savings plan and money saving habits. Participants will then be guided through a series of questions designed to assess, plan, and grow their savings. Questions cover such areas as money saving basics, types of savings accounts and retirement.
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June 29, 2023
Financial Cents: Saving Success with Take Charge America
Participants will learn how to assess their expenses, budgeting basics and how to build a savings plan and money saving habits. Participants will then be guided through a series of questions designed to assess, plan, and grow their savings. Questions cover such areas as money saving basics, types of savings accounts and retirement.
