Upcoming Events

Are you looking for an opportunity to learn more about protecting and growing your wealth? We host seminars on a variety of topics in our Roanoke office. We also offer teleconferences and web-based meetings for those who are outside of Roanoke.

Wise Women Meeting in May

We are looking forward to our May 2016 Wise Women Workshop. And, we think you are going to like this one. Join us on Thursday, May 5 or Tuesday, May 10 at Noon 1401 Franklin Road Eye on the Banks: This month we will take a close look at banks and stocks in the financial sector. What impact is the decline in oil prices having on the banks? Maybe you … [Read more...]

7 Steps to Managing Wealth Wisely

Did you resolve to get control of your finances in 2012?  We’ve got just the program for you.  7 Steps to Managing Wealth Wisely is a Lunch ‘n Learn workshop series for women in the Roanoke area.  It is a great way to learn new skills in money management.  Our first session starts on Thursday, February 23rd at noon.  In this session we will help you get … [Read more...]

Investors Weary of the Wild Swings in the Market – Upcoming Presentation

Just when the Dow tipped over 12,000 and everyone said a rally is underway, the market took another nosedive!  Investors are frustrated and at a loss for the proper strategy to manage their investment assets.  The advice to “hold and hope” it comes back is less and less comforting. On Thursday, November 17th at 6:00 p.m. Connie Guelich will present … [Read more...]

Market Volatility Continues – Upcoming Presentation

You do not have to ride this market roller coaster with your wealth! There is another way. From top to bottom this year, the S&P 500 has declined over -19%. The turbulence has frightened investors and caused them to question yet again the advice to stay the course and hold and hope for their accounts to come back. On Thursday, October 20th at 6:00 … [Read more...]

How to Navigate Turbulent Markets – Upcoming Presentation

The stock market has lost half its value twice in the last eleven years. If it happens again, what will you do differently this time to protect your money? On Thursday, September 15th at 6:00 p.m. Connie Guelich will present Navigating Turbulent Markets™ at our Roanoke office. This presentation shows why the market has been different since 2000 and why the … [Read more...]

Navigating Turbulent Markets

If this decade is a repeat of the last decade, what will you do differently to protect your money? In our Navigating Turbulent Markets™ presentation on Tuesday, May 10th, we will look at why the market has been different since 2000 and why we think the volatility will continue for several more years.  The market lost half its value twice in the last … [Read more...]

Plan For Your Future

Planning for Your Future   How much money do you need to retire?  How do you know you won’t run out of money?  Our April Wise Women workshop presentation is Plan for your Future.  This is our most popular session as we present strategies for retirement planning. We define Financial Freedom and how to achieve it.  We’ll talk about The New … [Read more...]

Financially Protect Yourself and Your Family

Protect Yourself and Your Family   How long has it been since you reviewed your insurance protection?  Accumulating wealth is important and protecting it is just as important.  In our March 22nd Wise Women workshop we will present Protect Yourself and Your Family. From emergency funds to insurance protection, we will share how to design a strong … [Read more...]

Leaving Your Legacy

Passing it on: Leaving Your Legacy   A mistake in the beneficiary designation on your retirement account could cost your heirs thousands of dollars in taxes.  Our May Wise Women workshop will present “It’s Your Legacy, Don’t Leave it to Chance!” We’ll show you how to STRETCH your IRA for generations while minimizing taxes.  We will discuss who … [Read more...]

Organizing Your Finances

Getting Started! Is organizing your financial affairs on your list of Resolutions for 2011? Our workshop series designed by a woman, especially for women, will kick off on Tuesday, February 22nd at 5:30 p.m. with a presentation entitled “Getting Started”. This is a great place to start for anyone who has been thinking about joining us and wants to get in at … [Read more...]