Working with a Seniors Real Estate Specialist is a part of long-term care planning that can go overlooked. Join us for a great webinar on this important topic.
Have you wondered about Sustainable and Responsible Investing (SRI)? Is it for real? Is it for you? Join us for this informative webinar!
You know it’s important to plan for your own future and help your kids build good financial habits. What about older loved ones? Join us for this timely webinar on planning ahead to care for aging loved ones.
Over the years, we’ve had many requests for a “Basics of Investing” training course. We listened, and we’re happy to announce a new series of five sessions.
"Tech Diva" Zenobia Millet is back for another informative Smart Women 20/10 Webinar with tips on protecting yourself from cyberattack.
Whether it’s taking on investment risks, running out of money, or simply sitting down to look at your monthly bills, many of us can feel overwhelmed when it comes to money matters. Our March webinar will bring you practical ways to face and overcome your money fears so that you can be the financially savvy woman you were meant to be.
Another arrow in your planning quiver.... Once seen as an option of last resort, reverse mortgages are now potentially a key element in strategic financial and estate planning, thanks to improvements in transparency, procedure, and regulation. Janice Cohen has witnessed the transformation first-hand and will take us through the basics of what reverse mortgages may be able to accomplish for you...