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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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Farewell, Carol Jones!
Urban Wealth Management
Financial Planning Assistant Carol Jones is departing UWM to become Financial Wellness Counselor for the Western Region at the national nonprofit Entertainment Community Fund (formerly The Actors Fund).
Investing in Cryptocurrency
Katherine Dowling
Have you thought about investing in cryptocurrency? Where should you begin? Katherine Dowling, General Counsel and Chief Compliance Officer for Bitwise Asset Management, will talk about common questions investors have about getting started with cryptocurrency assets.
Why You Need an Estate Plan!
René Nourse, CFP®
When you think of an estate, you might think of the Queen of England. Sure, she has an estate—but so do you. It's made up of everything you own: car, home, real estate, bank accounts, investments, insurance, personal possessions. You do have one thing in common with the Queen, though: neither of you can take your estate with you when you die!
Estate Planning Lessons from the Pandemic
Esther Hopkins, Esq.
Coming out of the pandemic, the importance of a well-designed estate plan become evident—one that actually works to protect ourselves, our loved ones and our assets. Attorney Esther Hopkins joins Millú Ramirez to talk about some of the potential pitfalls in estate planning and how they can be avoided.
Thank You for Ten Years!
Urban Wealth Management
2022 marks Urban Wealth Management’s tenth anniversary. Thank you making us who we are today!
