Events

Discover a wide range of events tailored specifically to meet the unique needs and aspirations of business owners, women, and those preparing for retirement. Whether you're just starting out or looking to take your financial planning to the next level, our events offer valuable insights, strategies, and resources to help you achieve your goals.

We understand the importance of networking and building meaningful connections within your professional community. That's why our events offer ample opportunities to connect with like-minded individuals who share your goals and aspirations. Join us at our upcoming events and take your financial planning journey to new heights.

We look forward to welcoming you and supporting you on your path to financial prosperity.

Join us for an elegant afternoon at The Duke Mansion, in celebration of the incredible women we serve and partner with! Enjoy fine teas, tea sandwiches, and light bites in a relaxed setting.

 We’ll also offer a chance to update your professional photo at 10am with award-winning photographer Jamie Shook in the serene garden.

Join us for an evening of camaraderie, fine cigars, wine, and thoughtful conversation. This event is our way of saying “thank you” for your continued trust, support, and collaboration.

Whether you’re savoring a hand-rolled cigar or enjoying a refreshing glass of wine or craft beer, this night is designed to appreciate you and the relationships we’ve built.

Empowering Women to Master Time & Invest Efficiently 

This Workshop is designed specifically for women who are seeking to empower themselves in both their personal and financial lives. This workshop offers a transformative experience that combines the principles of self-love and financial literacy to help women create a path towards financial independence and abundance.