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 … [Read more...]
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...]
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 … [Read more...]
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 … [Read more...]
Empowering Women to Manage Wealth Wisely My vision for our women’s workshops is to create a comfortable … [Read More...]
Americans have lost an entire decade of investment growth because they are being told to hold on and their … [Read More...]
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