Upcoming Events


Group of older adults in a circle with hands in

Planning for Elder Care: A Smart Women/Savvy Money Podcast

Elder care is a team effort. Certified Senior Advisor Loli Ramezani will discuss some of the resources that are available to support elder care, as well as some of the questions that you should anticipate in making your own long-term plans for the future.

Mortarboard hat with a price tag hanging from it instead of a tassle

College Planning: A Smart Women/Savvy Money Podcast

Ever wondered how colleges expect families to pay high tuition prices? Planning for college funding can feel overwhelming at times, but it's essential. UWM's Derenda King will have essential information to help you navigate the college funding maze.

Impact Investing: A Smart Women/Savvy Money Podcast

Margaret Leung of the investment firm Nuveen will explain the ins, outs, and opportunities of SRI, ESG investing, and other ways to make an impact while helping secure your financial future.

Sustainable Investing: A Smart Women/Savvy Money Podcast

Does sustainable investing really have an impact? Heather Smith of Impax Asset Management will share strategies and success stories about shareholder engagement, gender pay equity, and gender diversity.

 

At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests. If you’re ready to begin the journey, connect with us for a complimentary half-hour chat.