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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Social Security Tips to Know Before You Apply
René Nourse, CFP®
As you know, the population of the United States has been paying Social Security taxes for the majority of people’s working years. Unfortunately, despite this long-term commitment, few people have a solid understanding about their best strategies when it comes to applying for Social Security benefits.
Life in a Box
Urban Wealth Management
Wouldn’t it be great if you could get all the different pieces of your financial life together in one box? We can do that.
Top 5 Ways to Motivate Yourself to Save Money
René Nourse, CFP®
It’s time to talk about the “S” word. No, not spending. I think we all have a pretty clear idea of how to spend; we don’t tend to need too much motivation for that activity! Saving is usually another story.
Mid-Year Vision Board Playshop
Deborah Deras
Ready to make the next 6 months your best? Top Latina speaker Deborah Deras explains the power of vision boarding to help you clarify your desires and start manifesting your dreams.