Why Your Personal Investment Strategy Should be Like an Apple Pie
Thursday, April 2, 2020 6:00pm to 6:30pm PDT
If you've never made an apple pie before, you might be a little vague about what goes into it. Once you've made a few, you may add special things to make it uniquely yours. It's the same with investing strategies—that's why they're personal. Join Diane Manuel for a free webinar to learn more.
Perfect Your Perfect Pitch: A Smart Women/Savvy Money Podcast
Thursday, April 9, 2020 (All day)
Your personal pitch needs to be relevant, timely, and effective, and your success depends on your self-confidence and professionalism. Internationally acclaimed speaker Mimi Donaldson will present tested, achievable ways to improve the quality of your personal pitch so you can sell your best product—you!
Using Housing for Retirement Planning: A Smart Women/Savvy Money Podcast
Thursday, May 14, 2020 (All day)
Your home is probably your greatest physical asset. Are you getting the most out of it? Licensed Reverse Mortgage Loan Officer Janice Cohen will explain how reverse mortgages work and how they can be used safely to turn this physical asset into a financial resource that can enhance retirement income and help people secure their long-term financial future.
Slam Your Scammers: A Smart Women/Savvy Money Podcast
Thursday, June 11, 2020 (All day)
Scams are so common these days. But technology is a fact of life. How can you protect yourself and slam the door on scammers? "Tech Diva" Zenobia Millet has tips to empower you to recognize and resist scams. Take control and fight back!
Retirement is Not for the Weak! A Smart Women/Savvy Money Podcast
Thursday, July 9, 2020 (All day)
Preparing for retirement requires more than just financial planning. There are important non-financial challenges that accompany the transition from employment to your "3rd Act." Devra Korwin has important guidance on managing the emotional, psychological, intellectual, and physical adjustments, so that you're not retiring FROM something but thoughtfully TO something new.
Planning for Elder Care: A Smart Women/Savvy Money Podcast
Thursday, August 13, 2020 (All day)
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.
College Planning: A Smart Women/Savvy Money Podcast
Thursday, September 10, 2020 (All day)
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
Thursday, October 8, 2020 (All day)
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.
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.