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.

Your Shape, Your Style: A Smart Women/Savvy Lifestyle Webinar

Finding your Style Personality means finding the clothing that helps you feel the most like yourself. There is no ideal body shape — whatever shape your body is, that's perfect for you. The key is finding the silhouette that flatters you most, so that nothing gets in the way of you radiating confidence.

Style consultant Jana Coke (a.k.a., "The Wardrobe Whisperer") is back with us in May to talk about finding the style that best expresses you, in harmony with your shape. 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 Jana Coke is the principal consultant in her eponymous full-service wardrobe consulting company, Jana Coke Style. Described as "the wardrobe whisperer," Jana's knack for purposeful shopping and coordinating a curated wardrobe was crafted by almost 20 years of professional experience within the fashion industry. She is a preferred stylist with South Coast Plaza, Nordstrom, Bloomingdale’s, and other retailers. Her contributions to the Los Angeles fashion industry have been recognized in nominations for the 2017 and 2018 Los Angeles Business Journal Fashion Awards. Jana is a licensed Christian minister who views her wardrobe consulting company as an extension of her ministry.

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.


Becoming...

What are you becoming?


Stuck? Unsure? Searching? That's okay. It's all part of the process of Becoming… you!

Urban Wealth Management wants to guide and support you in your personal journey of Becoming…. Our day-long Women's Summit will host speakers and workshops to help you on your path to Becoming… Savvy. Balanced. Focused. Emboldened.

Join us for insight, vision, and strategies to help you be your best you. 

Becoming….

When:  Saturday, May 11, 2019, 8:30 a.m. to 3:30 p.m.
Where:  DoubleTree Hotel Los Angeles—Westside, 6161 W. Centinela Ave., Culver City, California

Click Here to Register

 

Early bird pricing until April 30th: $47 with the code Early30
After May 1st: $77
Early birds receive a special thank you gift, so register today!
Urban Wealth Management will donate all proceeds from registration to Bloom Again Foundation, whose vision is health equity in the healing process for all women.

SPEAKERS KEYNOTE:   Lois P. Frankel, Ph.D., New York Times bestselling author, executive coach, and thought leader in career and leadership development for women Jana Coke, wardrobe consultant, minister, and founder of Jana Coke Style Image Matters: Developing your Personal Brand Karen Clark, performer, producer, and Senior VP of Marketing/Multicultural Strategies Manager at City National Bank Does Your Personal Brand Align with Your Wealth Goals? Kamala Easton, Ph.D., spiritual teacher, educator, intuitive advisor & business coach The Powers of The Goddess Within Derenda King, Ed.D., CFP, financial advisor at Urban Wealth Management Flying Solo – Five Financial Strategies Every Single Woman Should Know Diane Manuel, Ph.D., CFP, CRPC, financial advisor at Urban Wealth Management Start Where You Are

 

A special "Thank You" to our sponsor City National Bank for helping to make this day possible!

 

Bookmark this page for more details as they become available!

 

 

 


Master Class: Invest in Yourself - Waiting for Perfection

Invest in Yourself — Waiting For Perfection

This is the third and final seminar in Diane Manuel's FREE financial Master Class series.

Each class has focused on tools and strategies to help you Get Clarity about Your Money & Wealth. Diane's timely timely take-aways are aimed to help you build new habits that will enable you to achieve financial freedom. In this last class, she'll tie everything together to get you successfully on your road to living your dreams.

Join us there!

Click Here to Register

 

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

 


Preventing Financial Elder Abuse: A Smart Women/Savvy Lifestyle Webinar

You are a savvy earner and investor and you’ve spent a lifetime acquiring wealth to attain a certain lifestyle and secure your future. The last thing you want is to lose it all to a scam artist in your later years. Older women are the most likely targets of financial elder abuse. Estate planning attorney Kathleen Duke will speak about the epidemic of financial elder abuse and outline a number of life and estate planning techniques to prevent financial elder abuse from happening to you and your loved ones.

Join us on Thursday, June 13th, at 1 p.m. PT for this informative discussion!

Click Here to Register

 

webinar_-_kathleenduke_headshotimg_3464.jpg Kathleen Duke is a native Californian and a cum laude graduate of Harvard Law School. After stints with major law firms in Los Angeles and Hong Kong, Kathleen got an MBA from UCLA’s Anderson Graduate School of Management. She switched into estates and trusts law by obtaining an LL.M. degree in Estate Planning and Elder Law from Western New England University School of Law. Kathleen worked as a Probate Attorney for the Los Angeles Superior Court from 2014 to 2016, and currently focuses her solo practice on estate planning and conservatorships as well as probate and trust administration and related litigation. Kathleen is on the board of the San Fernando Valley Estate Planning Council and is an active member of the trusts and estates sections of the San Fernando Valley and Los Angeles County Bar Associations. She enjoys speaking to a broad variety of organizations about estate planning and elder law issues and is on the board of the Scintillating Speakers of Chatsworth, her local Toastmasters Club. Kathleen is a divorced, single mom of two teenage children. When not helping clients protect their wealth and achieve their goals, she enjoys watching and performing theater, researching her family history, and ballroom dancing.

 

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.


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.

Click Here to Register


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


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.