Upcoming Events

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.

René Nourse on CNBC's Closing Bell

René Nourse is back on CNBC's Closing Bell to close out the month of February. Mark your calendar now to tune in or stream it live, or come back here to catch the replay.

See Rene's Most Recent CNBC Appearance

 


Set Your Mind, Set Your Potential: A Smart Women/Savvy Health Webinar

What holds you back in life? Your skill set? ...Or your mindset? 

A robust skill set is obviously vital to success, but skills have a limited shelf-life: software becomes obsolete, factories re-tool, and businesses pivot. In each case, and in every career, people with the ability to handle transition, re-orient toward deeper purpose, and elevate others in the process will outperform those who remain mired in old habits and frameworks.

In our March Smart Women webinar, Haley Barrows of the USC Performance Science Institute will share some ways in which you can begin to train your mind for high performance in any domain of your life.

Join us on Thursday, March 14th, for an enlightening discussion.

Click Here to Register

 

haley_barrows.png With a background in psychology and sports performance, Haley Barrows specializes in helping individuals achieve higher performance in all aspects of their lives. She is currently a project specialist at USC's Performance Science Institute, which conducts research and trainings on mindfulness, emotion regulation, and other key determinants of high performance.

 

The Urban Wealth Management Smart Women 20/10 Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. We know you’re busy, which is why we set 30 minutes on the clock: 20 to teach and 10 to talk. Even if you can’t make the live call, we’ll send you the replay link to listen at your convenience. Just be sure to register, so you don’t miss a minute.


MasterClass: Invest in Yourself - Your Financial Roadmap

Invest in Yourself — Traveling Your Financial Roadmap

Join Diane Manuel for the second seminar in this FREE financial Master Class series. She'll lead you along your Financial Roadmap. Learn how to navigate those streets to get clarity about your money!

Click Here to Register

 

Have questions? Call Urban Wealth Management or contact Diane M. Manuel, CFP®.

 


Find Your Season of Greatness: A Smart Women/Savvy Lifestyle Webinar

In the second quarter of 2019, our Smart Women webinars will focus on living a Savvy Lifestyle. To start things off, the always uplifting Wendy Gladney Dean will join us to talk about finding your "Season of Greatness".

What are your gifts? Where do you excel? Where are your heart and intuition leading you? Many of us get caught up in the journey of life and end up going through the motions, and we fail to listen to our inner voice and the clues that can guide us to the answer. We'll talk about how you can get in touch with your greatness — keeping in mind that greatness does not have to happen only once. Our perspective is always based on what we know at the time. But what was important to us in our 20s (even our gifts and expertise) will certainly look different when we reach our 40s, 50s, 60s, and beyond. Your greatest season is always ahead!

Join us on Thursday, April 11th, at 1 p.m. PT for stimulating conversation and tips that will get you thinking — and going!

Click Here to Register

 

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Wendy Gladney Dean is an internationally recognized coach, consultant, author, and speaker. Her early life taught her the importance and the power of forgiveness, and led to her founding Forgiving For Living, Inc., a nonprofit that offers solutions and support resolving conflict and personal pain through forgiveness. She has written three books: Healing Without Hate: How to Forgive to Live, a workbook with strategies for overcoming obstacles to personal fulfillment; The Preacher's Daughter: A Memory, a memoir of her journey to forgiveness; and Forgiveness: Change Your Life Forever. Her next book, Season of Greatness: Being a Leader That’s Seen, Heard, and Felt in the World will be available early 2019. A Southern California native, Wendy earned a BA in Political Science at UCLA. She is also a graduate of The Protocol School of Washington, licensed to teach International Protocol, Etiquette, and Intercultural Understanding. In 2015, she was selected by The Jewish Federation of Greater Los Angeles as an Ambassador of Goodwill and Global Relations to Israel and traveled to South Korea with GCS International as a Goodwill Ambassador on behalf of California. She has twice been honored with a “Women of Distinction Award” Certificate of Recognition, once by Congress Member Judy Chu and once by California State Assemblyman Chris Holden.

The Urban Wealth Management Smart Women 20/10 Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. We know you’re busy, which is why we set 30 minutes on the clock: 20 to teach and 10 to talk. Even if you can’t make the live call, we’ll send you the replay link to listen at your convenience. Just be sure to register, so you don’t miss a minute.


Spring Bling! A Smart Women/Savvy Lifestyle Webinar

Are you ready to make a statement? Our Savvy Lifestyle focus continues in May with style consultant Jana Coke (a.k.a., "The Wardrobe Whisperer"). She is back with us again to talk about Spring bling! Join us on Thursday, May 9th, at 1 p.m. PT for a fun, fashion-forward Smart Women webinar.

Click Here to Register

 

jana.jpeg Style consultant Jana Coke will breathe new life into your wardrobe. The mission of her business, Jana Coke Style, is to help professionals find and develop confidence in their personal style. By matching wardrobe goals with lifestyle needs, she defines an individual’s personal style, creating a wardrobe that is a true reflection of the person inside. Jana is a graduate of FIDM/Fashion Institute of Design & Merchandising. Her knack for purposeful shopping and coordinating a curated wardrobe was crafted over more than a decade of professional experience in the fashion industry as a merchandiser and product developer for a number of well-known retailers and manufacturers.

The Urban Wealth Management Smart Women 20/10 Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. We know you’re busy, which is why we set 30 minutes on the clock: 20 to teach and 10 to talk. Even if you can’t make the live call, we’ll send you the replay link to listen at your convenience. Just be sure to register, so you don’t miss a minute.


Preventing Elder Abuse: A Smart Women/Savvy Lifestyle Webinar

Elder abuse. You might think it's rare. However, the World Health Organization estimates that globally more than 15% of all adults over age 60 experience some form of abuse. It can include financial, physical, psychological, or sexual abuse. It can also result from intentional or unintentional neglect. Part of creating an age-friendly world means changing institutions and policies so that our older neighbors are provided for and their caregivers are supported, too. Another, more immediate, way to fight elder abuse is for individuals and families to make plans for the future. This might include financial planning to make sure that wealth exists and can be mobilized, care planning to make sure that wishes are understood and recorded, and estate planning to make sure that legacies are preserved.

On Thursday, June 13th, at 1 p.m. PT, attorney Kathleen Duke will lead our Smart Women/Savvy Lifestyle webinar on actions you can take to prevent elder abuse in your community and your family, both now and in years to come. Join us for this thought-provoking discussion!

Click Here to Register

 

0.jpeg Kathleen Duke is an estate planning, probate, trust administration, estates/trusts litigation and conservatorships attorney in Los Angeles. Originally from Mississippi, she holds a BA in Social Sciences from The Johns Hopkins University, a JD from Harvard Law School, an MBA from the UCLA Anderson School of Management, and a Master of Laws in Estate Planning and Elder Law from Western New England College School of Law.

The Urban Wealth Management Smart Women/Savvy Money Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. (Men are welcome to attend any and all of our webinars!) We know you’re busy, which is why we set 30 minutes on the clock: 20 minutes to listen and 10 minutes to talk. And if you can’t make the live call, don't worry: we’ll record everything and send you the replay link, so you can listen at your convenience. Just be sure to register, so you don’t miss a minute.


Reverse Mortgages for Retirement Planning: A Smart Women/Savvy Money Webinar

How much is your house sitting on?

There is a lot of information — and lots of differing opinions — about reverse mortgages out there. Are they safe? Can they be used for retirement or longevity planning? Janice Cohen has been a licensed Reverse Mortgage Loan Officer for the past 14 years. In that time, she has witnessed the transformation of reverse mortgages from an option of last resort to a key component of strategic financial and estate planning. In 2013, the Reverse Mortgage Stabilization Act of 2013 introduced new levels of transparency requirements, standardized procedures, and regulatory oversight, allowing borrowers and their families to use reverse mortgages to secure their financial future.

Janice will join us for a Smart Women webinar on Thursday, April 8th, at 1 p.m. PT, to discuss the facts and possibilities of reverse mortgages. If you have questions, send them to us now!

Click Here to Register

 

janice.jpg Janice Cohen takes pride in being able to help people turn one of their greatest physical assets into a financial resource that can enhance their income and maintain their lifestyle. She has worked directly with lenders such as Wells Fargo, Metlife, and now Retirement Funding Solutions, a division of Synergy One Lending, based in San Diego.

Urban Wealth Management's Smart Women 20/10 Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. We know you’re busy, which is why we’ve set 30 minutes on the clock: 20 to teach and 10 to talk. Even if you can’t make the live call, we’ll send you the replay link to listen at your convenience. Just be sure to register, so you don’t miss a minute.


What’s Your Caregiving Plan? A Smart Women/Savvy Money Webinar

Caring for aging loved ones is one of those things that can sneak up on you. Conversations about long-term care plans are easy to put off when your loved ones are healthy and independent, but they can be almost impossible later if they experience a catastrophic illness or accident.

It’s much easier to plan for a crisis than to react to one. Jill Love, a founder of the senior care consulting firm Peters & Love, will lead a discussion about what you need to know and ways you can open the door to conversation and planning. What are your loved one’s end-of-life wishes? What is their financial situation? Is there a power of attorney for healthcare in place? Where will legal documents be kept? Join us on Thursday, September 12th, at 1 p.m. PT, for this important webinar to help you be more connected, organized, and prepared for the future.

Click Here to Register

 

jill.jpg Jill Love's consulting firm, Peters & Love, works with adult children, seniors, and other family members to evaluate options, develop plans, prepare for transitions, review important documents, facilitate discussions, and help bring a sense of clarity and relief to families that may be overwhelmed by the many facets of senior care. Jill’s interest in senior care started when two of her grandparents were diagnosed with dementia. She became a certified nursing assistant in high school and discovered that she loved working with older adults. Her search for a career that blended business, senior care, and health services led her to a retirement community, where she met Leslie Peters, and then to founding Peters & Love. Jill has an RCFE license and holds an MA in Gerontology from USC’s Davis School of Gerontology.

The UWM Smart Women 20/10 Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. We know you’re busy, which is why we set 30 minutes on the clock: 20 to teach and 10 to talk. Even if you can’t make the live call, we’ll send you the replay link to listen at your convenience. Just be sure to register, so you don’t miss a minute.


Is Real Estate "Real"? A Smart Women/Savvy Money Webinar

Is real estate really a good option for investing? You'll get different answers depending on who you ask. Like all investments, the real estate market can have its ups and downs. So before you get started, it's important to put some time into understanding yourself. What are your goals? What are your priorities and limitations? How much can you realistically budget? How much risk can you accept? If you come prepared with at least some this knowledge, a qualified real estate agent can present you with options that you might not have anticipated.

On Thursday, November 14th, join real estate professional Tia Hughes for a webinar that will introduce you to some of the questions you should ask and a few things you can expect if you want to start investing in real estate.

Click Here to Register

 

tia_home_photo_final.png Tia Hughes is a Los Angeles native with an extensive knowledge of the real estate market in and around L.A. Tia intially entered the real estate market as an investor, purchasing and managing rental property. Before becoming a realtor, she worked in accounting and asset management, which has given her a unique understanding of the financial traits, risks, and opportunities of different properties. Tia holds a B.A. in Economics and Accounting from the University of California at Santa Barbara, and also completed UCSB's Technology Enterpreneurship Certificate. She now works with Rodeo Realty, specializing in residential and investment properties.

The UWM Smart Women 20/10 Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. We know you’re busy, which is why we set 30 minutes on the clock: 20 to teach and 10 to talk. Even if you can’t make the live call, we’ll send you the replay link to listen at your convenience. Just be sure to register, so you don’t miss a minute.

 

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.