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7 Steps to Managing Wealth Wisely

From goal setting to leaving your legacy, after completing this course you will have the confidence to make wise decisions about your money.  In four consecutive Thursdays you will learn valuable lessons to help you manage and grow your money.  Register now for the first series and….

Spring into Lunch ‘n Learn

Mark these Thursdays on your Calendar:

  • February 23 – Getting Started:  Goals and Priorities
  • March 1 – Protecting Yourself and Your Family
  • March 8 – Planning for the New Retirement
  • March 15 – Passing it On:  It’s Your Legacy

Register for all 4 sessions by Friday, February 17th and receive our Early Bird Special!  $85 for the entire series.

This popular series will be repeated in September.

  • September 6 – Getting Started:  Goals and Priorities
  • September 13 – Protecting Yourself and Your Family
  • September 20 – Planning for the New Retirement
  • September 27 – Passing it On:  It’s Your Legacy

Register for all 4 sessions by Friday, August 31st and receive our Early Bird Special!  $85 for the entire series.

All sessions are led by Connie Guelich, the creator of Wise Women Leave a Legacy.