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.

Webinar: Be Your Own Princess Charming

Retirement Strategies to Create Your Own Happily Ever After

Women might want to think "single" when it comes to their money. Why? Women are marrying later in life, never marrying at all, or have gone through a divorce or outlived a spouse. Despite this, many are not prepared to shape their own financial destinies. Given that women are living longer than ever, retirement could take up a substantial portion of their lives. The funds they accumulate might have to last 20 to 25 years or longer for their male counterparts. 

Do you know

How much you will need to retire comfortably? How you will get there? What your expenses will be? Which withdrawal strategy to use?

If you answered "No" to any of these questions, join Derenda King on Wednesday, June 19th, for this informative, FREE webinar. She will share invaluable strategies to help ensure that your retirement income lasts as long as you do!

Click Here to Register

 


Caring for Yourself and Your Loved Ones: A Smart Women/Savvy Money Webinar

What's Your Long-Term Care Plan for Yourself and Your Loved Ones?

Elder caregiving can be a challenging, stress-inducing, and complicated experince. Can you and your family or loved ones answer these questions?

What is long-term care? What happens when my parent needs caregiving? Has anyone discussed how caregiving expenses will be covered? Does my parent have long-term care insurance? What happens if I need long-term care in the future?
 

The decisions about how you and your family will approach the issue of long-term care are yours alone. But one thing is certain: you need a plan!

Derenda King will lead our July Smart Women/Savvy Money Webinar. Join her on Thursday, July 11th, for a discussion of the ins and outs of long-term care insurance — what is it, why you may want it, and how it can benefit you and your family.

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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.


Being Wealthy: A Smart Women/Savvy Money Webinar

There's a difference between earning money and gaining wealth. Wealth is more than funds: it's the accumulation of assets, such as property, investments, and retirement accounts. Building wealth requires a strategic plan to save, invest, and grow your assets over time. There are a number of basic steps that anyone can take to get started down this road.

But what if you're scared to take the first step? Fear — of losing money, making a bad choice, or having to make big decisions alone — can be paralzying. That kind of fear can make financial hardship a self-fulfilling prophecy. But you don't have to let money fears control you. You have the power to stop them. You can deliberately choose to make your money work for you.

In our October webinar, Diane Manuel will lead an enlightening discussion about how you can recognize and conquer your money fears. She'll also have tips for taking those important first steps to start creating wealth. Join us!

Click Here to Register


Am I Ready to be a Landlord? 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.