Topics
Personal Finance & Investing
- How to create financial goals and establish strategies to achieve them
- The In's & Out's of Investing
- Investing for retirement
- Creating a spending plan that aligns your spending with your core values
- How best to manage cash flow that allows you to balance living well today and securing your financial future
Women & Money
- What Women should expect during the Great Wealth Transfer and how best to prepare for it
- The unique challenges women face as it relates to wealth, money, career, balancing family & work life and how best to overcome them
- How best to protect your wealth & assets
Marriage, Children & Money
- Discussing strategies to manage money as a united partnership
- The best ways to manage money with your partner while maintaining independence
- How best to protect your family in the event of tragedy
- How to engage your children in the world of finances at various ages
- Why communication about money will make or break your family dynamic around wealth & finances
Freelancers & Entrepreneurs
- How to balance running your business and managing your business - there's a difference
- Retirement options for the self-employed
- Entity structure and how best to choose your professional team of advisors
- The basics around tax planning for your business and personal life
- How to understand your financial statements
Audiences
Young & Mid-Career Professionals
Millennials
Women
Entrepreneurs & Freelancers
Mothers
Financial Advisors
Couples