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Events

Client Centered

Discover a wide range of events tailored specifically to meet the unique needs and aspirations of entrepreneurs, 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.

Cultivating Confidence ~ In Love & Finances (1/31/24)

Cultivating Confidence ~ In Love & Finances (1/31/24)

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.

Time is Money (3/6/24)

Time is Money (3/6/24)

Empowering Women to Master Time & Invest Efficiently