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.
There are many myths about college savings. Don't let them keep you from achieving your family's educational goals! Derenda King will help separate fact from fiction so you can map out a college saving and funding plan for your children.
Back by popular demand! Derenda King will answer financial planning questions from parents of college-bound teens and discuss strategies to alleviate anxiety about college planning.
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.
For parents of college-bound teens financial planning is more important than ever. Derenda King will answer questions and discuss strategies to alleviate anxiety about college planning.
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.
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!
What do families need to know about financial aid and the coronavirus pandemic? This webinar is a sample of the presentation Derenda King provides to schools, addressing fears and concerns that are understandably heightened by the uncertainties of the COVID-19 pandemic.
Everything is different now. Right? We've hit a bump in the road. Your life roadmap might look a little different than you expected. Often "staying the course" is the right thing to do. But what if the course changes? Join Diane Manuel's free webinar to talk things over.
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.
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.