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...]

What should I read or is there a class I can take to learn more about handling money?

Answer: Have you checked out our Wise Women Leave a Legacy Program? This is designed especially to help women learn more about managing their money. We meet for an hour and 20 minutes on the third Thursday of the month in our office in Roanoke. The meeting begins promptly at noon. It is a small group setting and we share a variety of information each month … [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...]

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...]