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Women Living Through Transition
Anna Felix
Divorce or widowhood change your whole world and drive major changes in your legal and financial status. Even for the most savvy, it can take you by surprise and could have far-reaching effects on your future and family. Anna Felix will join us to share lessons from her own experience and her clients' about how you can remain savvy about your money even while going though grief and stress.
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Is Social Security Really Secure?
René Nourse, CFP®
(Spoiler alert: you betcha!) Lots of people have questions about Social Security, and the media doesn’t paint a clear picture of what to expect. René Nourse fills you in so you can feel confident about the system and your benefits. Preview available — watch it now!
How You Can Get Ahead Financially As A Single Parent
René Nourse, CFP®
As a single parent, it’s not always apparent how you can get ahead financially, especially just on one income with dependents. However, there are financial strategies you can employ to stretch your income and help you lay the groundwork for a secure future.
Asset and Wealth Management
Urban Wealth Management
What's the key to asset management? It's all about maintaining a balance of risk and reward. Learn more.
Millennials are More Financially Woke Than You Think
Carol Jones, MBA
Millennials are a generation of survivors. Why, you ask? Because this generation has survived the 2001 September 11th attacks, the financial crisis of 2007-2008, and now the COVID-19 recession…just to name a few. Each time Millennials attempt to grow professionally, academically, or financially, they take a blow to their pockets. As a Millennial myself, I know this all too well.
