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.

Workshop: An Inside Look at Qualifying for Financial Aid

College planning can be an anxious and overwhelming process for parents. And the consequences of poor planning can leave them and/or their children saddled with debt. Some colleges today cost well over $50,000 per year!

Parents are asking:

Will my child qualify for financial aid? Will my investments hurt my child's chances for aid? What do the FAFSA and PROFILE take into account? What do they ignore? What's the best way for grandparents to help out?

On Wednesday, August 28th, at 6 p.m. PDT, Derenda King will lead an educational workshop on college financial aid planning. The workshop will cover important topics such as

The different sources of financial aid, and the important ones to prioritize How personal financial assets are taken into account when aid is awarded What the Expected Family Contribution (EFC) number is, why it's important, and how to find yours

Everyone who attends the workshop will receive a copy of The Savvy Parents' Guide to Cutting College Costs. It's a great reference.

A complimentary dinner will be served. However, seating is limited, and reservations are required. R.S.V.P. today!

Click Here to Register

 


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.


Mount Saint Mary's University 2019 Women's Leadership Conference

Be the #BestBoldYou

Join UWM once again at the annual Mount Saint Mary's University Women's Leadership Conference. The 2019 conference features three topic tracks:

Bold You — Empowering Your Personal Growth Bold Professional — Empowering Your Professional Development Bold Changemaker — Empowering You to Lead Change in Your Personal and Professional Communities

This year, Diane Manuel will be participating in the panel, "Making a Difference: Bold Leaders in Action," part of the "Bold Changemaker" track.

As Michelle Obama observed, "Success isn't about how much money you make; it's about the difference you make in people's lives." Many people want to serve the public good, but aren’t interested in becoming an elected official. Luckily, there are lots of other ways to create positive social change and make a difference in the community at the local, state, or national level. Come hear Diane and others share their experience, expertise, and wisdom.

Sign up for the conference, and enter the promo code SPEAKER20 for a discount on your registration. Hope you see you there. Diane's panel is at 10 a.m. — so don't miss the morning sessions!

Click Here to Register

 

Mount Saint Mary's University - Los Angeles
2019 Women's Leadership Conference
#BestBoldYou


Saturday, September 21, 2019
8:30 a.m. to 4 p.m.

Mount Saint Mary's University, Chalon Campus, 12001 Chalon Road
Los Angeles, California  90049

 


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.