Events & Resources

We are passionate about helping you define your financial goals and make informed decisions about your wealth and life journey.

June 24th - Ladies Who Learn Book Group

Becoming by Michelle Obama review Hear a review on the book "Becoming" by Michelle Obama. What we hope you’ll gain from this webinar: -...

Areas to consider when making your first investments…

And why it’s never too late to start! When you look at the news (and who isn’t constantly checking these days?) you’ll find endless...

May 27th - Ladies Who Learn Book Group

How Women Rise book review Hear a review on the book "How Women Rise" by Sally Helgesen & Marshall Goldsmith. What we hope you’ll gain...