With over 30 years of working in the financial planning world, we understand the importance of empowering women with sound financial wisdom. Often, women bear the burden of care for younger and older generations of family, sandwiched between different levels of dependents. Additionally, A number of women will survive a spouse or live on their own in singlehood. Our goal through Women, Wealth and Wellness is to offer unique strategies to help better steward your family's long-term financial decisions. We love to give needed confidence in making important financial and life decisions.
One foundation of a good plan, in particular, is a good estate plan. We have found that estate planning is filled with misconceptions and inaccurate recommendations left over from simpler times. Regardless of your wealth, good planning avoids interference and delays in administration.
Wellness includes body, mind, and spirit. We love sharing important wellness concepts and breakthroughs that can possibly add to students' financial planning techniques. We like to say "health is the real wealth." There are many landmines and obstacles to avoid this day and age. This class will help identify and give clarity to improve your financial wellness.
Join us as we gather together for a unique opportunity where students can ask those difficult questions. Our instructors are passionate about these challenges and helping students. This class offers a fun way to address issues while thinking about money and true wellness. Join us and have some fun learning and gaining new confidence. Bring your questions and a note pad!