Monthly Archives: February 2016

This unique workshop is a psychological exploration of how women’s upbringing, money personality and decision-making can impact their financial health. Interactive and engaging, this session uses case studies to uncover common mistakes women unknowingly make. You’ll walk away with real-world advice and five simple steps to take charge of your financial well-being.

This is an exclusive event by invitation only. Maximum attendees will be 40 women. This event will not be recorded.

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Holistic financial planning allows you to understand how realistic financial decisions you make affect other areas of your life. This way you can consider its short and long-term effects on your life goals thus allowing you to adapt more easily to life changes and feel more secure that your goals are on track.

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If you’re like most investors, then you love predictions. Which economist knows interest rate direction? Which analyst knows the sector to most likely outperform? Which portfolio manager will provide better results than the benchmark?