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February 2, 2024Equity & Career Development
Our February Community Leadership Series luncheon is hosted in honor of Black History Month and will feature speaker Shamia Lodge.
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December 22, 2023Financial Wellness Resource Fair for Women
Join us for our Financial Wellness Fair for Women to discover your financial voice and learn valuable tips to better manage your finances and plan for your financial future!
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December 15, 2023
Trabajando en un Mundo Virtual
¿Qué significa trabajar virtualmente? En este seminario web, hablaremos sobre las videoconferencias, la colaboración y el intercambio de archivos, así como también la etiqueta en línea y cómo encontrarnos bien en las reuniones de video y las entrevistas de video de trabajo.
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December 15, 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 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, 2023
Leading 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, 2023
Women’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.
