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Estate Planning—More than Just a Trust
February 13, 2020René Nourse chats with estate planning attorney Sona Tatiyants about planning scenarios you might not have anticipated.
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Stand Out for All the Right Reasons
January 9, 2020Dr. Lois P. Frankel discusses how to make your voice heard, your point known, and your presence felt in the world!
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Am I Ready to be a Landlord?
November 14, 2019Rental property can be a good investment, but becoming a landlord is a big step! Tia Hughes takes us through some things to consider before investing in real estate.
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Being Wealthy
October 10, 2019Are you earning money or accumulating wealth? UWM's own Diane Manuel has strategies for getting started on the road to wealth—including facing down your money fears.
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Happy Fall
September 24, 2019Hear Diane's wish for you as we roll into a new season in 2019!
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What's Your Caregiving Plan?
September 12, 2019Caring for aging loved ones can sneak up on you. Senior-care consultant Jill Love discusses what you need to know, and ways to open the door to conversation and planning.
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Insurance: Protecting the Needs of Those You Love
Who is life insurance for? Not the policy-holder, that's for sure.
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Smart Women ~ Savvy Money
Women have unique financial needs. We know that, and we'll help you become confident, savvy, and in command of your financial future.
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Achieve Your Dreams
What will it take to achieve your dreams? A little financial planning can go a long way.
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Convo With Colleagues - August 2019
August 15, 2019Millu and Diane catch up on the latest events in our new video feature, #ConvoWithColleagues
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Retirement Planning
Are you on track for retirement planning?
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Reverse Mortgages for Retirement Planning
August 8, 2019Reverse mortgages have evolved into a respected element of strategic financial planning. Janice Cohen takes us through the basics.
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Conversations With Colleagues
July 22, 2019Diane Manuel and Millu Ramírez catch up in UWM's newest video feature, #ConvoWithColleagues
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Asset and Wealth Management
What's in your portfolio? Allocation is the key to asset and wealth management.
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Caring for Yourself and Your Loved Ones
July 11, 2019Elder care can be challenging, stress-inducing, and complex. There are many decisions to make, and having a plan is essential.
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Preventing Financial Elder Abuse
June 13, 2019Attorney Kathleen Duke discusses ways you and your loved ones can avoid financial scams in your later years.
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About Riskalyze
How much investment risk can you handle? How much is in your portfolio already? Learn what our Riskalyze quiz can do for you.
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Creative Financial Planning
Financial planning isn't one-size-fits-all. Creative planning can match your finances with your goals and values.
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Your Shape, Your Style
May 9, 2019Style consultant Jana Coke is back to talk about finding your style personality, in harmony with your shape.
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Find Your Season of Greatness
April 11, 2019What are your gifts? Where do you excel? Where are your heart and intuition leading you? Wendy Gladney joins us to talk about finding your "Season of Greatness".
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Set Your Mind, Set Your Potential
March 14, 2019Looking on the bright side can lead you down a stronger and better path. Haley Barrows of the USC Performance Science Institute explains how your perception of the future can impact your life.
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Listening to Your Body
February 14, 2019Sarah Greenfield on a topic that many have questions about but are afraid to discuss. You might be surprised how much you learn!
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A Special Message for Women from René Nourse
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René Nourse: 2019 Five Star Los Angeles Wealth Manager
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Take Back Your Fabulous!
January 10, 2019Ready for a fabulous New Year? Start with inspirational, award-winning fitness coach Wendy Ida.
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New Year's Wish
Happy 2019! Wishes can become reality, especially with careful planning. What's your wish for the new year?
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Lead with Courage & Confidence
November 8, 2018How can we have more courage and confidence and be the best leaders possible? Lois Frankel helps us reflect on leadership goals and plan ahead.
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Cover Your Digital Assets!
October 11, 2018On social media? Have banking or other online accounts? Megan Nogle & Laura Chooljian discuss how to care for digital assets if you become incapacitated or die.
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Take the Mystery Out of Medicare
September 13, 2018If you think Medicare is a maze, you're right! Debbie Hoffman & Melinda Gann have the info you need and tips to ease the transition.
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Do More That Energizes, Less that Drains
August 9, 2018Is your routine draining or energizing? Susette Aguiar-Possnack shares ways to create a happier, more fulfilled life at work and home.
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How to Combat Sugar Addiction
July 12, 2018Sarah Greenfield has tips to start eliminating excess sugar from your diet and combat cravings.
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What's Up with the Tax Cuts and Jobs Act?
June 14, 2018How will tax reform affect you? Bella Wang explains the implications and has tips to get the most out of the new law.
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How Do I Budget?
Your budget is your #1 financial document and essential to help you stay in control of your money. Here's how to start.
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Make Social Security Work For You
May 10, 2018You probably pay into Social Security. But do you know how it works, what you're eligible for, and when and how to access benefits? René has answers, plus filing tips to maximize income.
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Take Control
Take control of your finances and your future — join the Smart Women/Savvy Money Club!
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Mindful Goal-Setting
April 12, 2018Chasing your goals but not making progress? Imelda Villalobos has mindfulness techniques to help balance living in the moment with achieving your goals.
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The Power of a Trust
Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.
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Does Your Trustee Have the Right Stuff?
March 8, 2018With a living trust, your trustee must act on your behalf when you can't. Zakiya Norton & Somita Basu share 3 things to consider to when choosing someone for the job.
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Interpreting Gender Communication
February 8, 2018"Hello? Can you hear me?" Devra Korwin explains how building your "Gender Intelligence" can improve communication at work and at home.
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What's in a Number?
When it comes to your finances, do you know where everything is? And what it's worth? We have tools to help.
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Styling and Smiling
January 11, 2018Jana Coke will help you make sure your style personality reflects who you are—or want to be.
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Want the Corner Office?
November 9, 2017Want the corner office? Don’t be nice. Lois Frankel shares common mistakes & opportunities to help you navigate your career path.
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How Now Do I Cloud?
October 12, 2017It’s inevitable that “the cloud” is touching your business as well as your personal life.
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Planning for Retirement? Think Bucket Bliss
When it comes to retirement savings, several buckets are better than one. Our tool makes managing your buckets blissfully easy.
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Investing in Women
September 14, 2017Companies that have more women in leadership tend to be more profitable, according to Pax World Investment Management.
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Aging in Place: Helping to Manage Your Loved One’s Care
August 10, 2017Are you helping to manage your senior loved one’s care? This webinar is the third in our mini-series, “Aging in Place”.
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Insurance
You know you're a grown up when you have to buy insurance. Why do you need it? What kinds? And how much?
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Aging in Place: Working with a Senior Housing Specialist
July 13, 2017Choosing the appropriate over-50 living arrangement is challenging because of the emotional dimension and complex issues such as cost, location, services, amenities, activities, and current/future
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Align Your Investments With Your Values
June 8, 2017Have you wondered about Sustainable and Responsible Investing (SRI)? Is it for real? Is it for you?
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UWM Client Financial Dashboard
Our clients enjoy a powerful personal financial dashboard and tools that make it easy to understand and manage all of their assets from one place. Have a look!
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Aging in Place: Having the Conversation
May 11, 2017You know it’s important to plan for your own future and help your kids build good financial habits. What about older loved ones?
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Hack-Proof Your Life
April 13, 2017It seems every day we hear about a cyberhack of some sort.
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Does Fear Get in the Way of Your Money Mojo?
March 9, 2017Whether it’s fear of taking on investment risks, running out of money, or simply sitting down to look at your monthly bills, many of us can feel overwhelmed when it comes to money matters.
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Reverse Mortgages for Retirement Planning
February 9, 2017Once seen as a last resort, reverse mortgages are now potentially a key part of strategic financial and estate planning.
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5 Ways to Up Your Money Game
January 12, 2017What are savvy women doing to boost their financial future? The Smart Women’s Club is for women like you who are learning and doing what it takes to create the life they desire and deserve.
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What Does "Fiduciary" Mean?
Whom do you trust to act on your behalf when you financial future or legacy is at stake? Learn more about what a "fiduciary" is, and why it matters.
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Professional Women
Professional women have specific financial needs. We understand that. Learn about some of the tools we have just for you.
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Holiday Styling
November 10, 2016LaurieBstyle, voted one of L.A.’s 5 top stylists, is back for another Smart Women 20/10 Webinar! Want to look like a million bucks this holiday season, but don’t have a million bucks lying around?
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Is Your Greatest Asset Covered?
October 13, 2016If you’re like most people, life insurance is top of mind when it comes to protecting your family and loved ones. But let’s be real—you only die once.
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Elder Care
Watching our loved ones age is tough. Being realistic about their needs and abilities can be even tougher. What steps can you take to plan for their future, as well as your own?
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Cutting the Digital Umbilical Cord
September 8, 2016We live in a digital world, and suffice to say, we are never going back to doing things the way we used to—listening to music, talking to friends, conducting a business meeting, or watching our fav
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My Financial FitBit
August 11, 2016OK, we’re going to make a prediction here… One of your New Year’s resolutions was about getting your finances in order, wasn’t it? Or saving more, spending less, or whatever?
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"Oh no! The ‘D’ word! What now?"
July 14, 2016Ending a marriage counts as one of the most stressful and emotionally draining experiences anyone will face in their lifetime.
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Life in a Box
Wouldn't it be great if you could get all the different pieces of your financial life together in one box? We can do that.
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Goals
We all know goals are important, but sometimes it's hard to know how to set financial goals that are realistic, clear, and achievable. Our process can help you figure out what you want—and how to get there.
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Developing Trends in Real Estate
June 9, 2016There's never a dull moment in real estate. From property purchase to mortgage financing, what was commonplace last year looks a little different now.
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Health Care Planning
Health care costs can pack a wallop. Planning for health care is critical. But there are tools to help, and it's probably easier than you expect.
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Why Gender Diversity Should Matter to Investors
May 12, 2016The advantages of gender diversity in the business world—and the risks of ignoring it—are well documented. Yet gender inequality stubbornly persists. Can you, as an investor, have any influence?
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Estate Planning For Pets
April 14, 2016WOOF WOOF, MEOW, TWEET TWEET! Congratulations! You’ve got your estate planning in order, either in the form of a Will or a Living Trust.
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Password Inundation
March 10, 2016How many IDs, passwords, reference numbers, and PIN codes have you got rolling around in your head right now? Zenobia Millet, a.k.a. the "Tech Diva", equips you to deal with password overload.
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Long-Term Care: A Women's Issue Now
February 11, 2016Life-expectancy continues to increase, and the longer you live the greater your chance to need some level of personal care assistance.
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"Stylepowerment"
January 8, 2016Style yourself ahead! Image consultant and stylist Laurie Brucker of LaurieBstyle brings us her message of "Stylepowerment".
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Meet Your Cell Phone! A Smart Women 20/10 Webinar
August 13, 2015Are you using your cell phone efficiently? While many of us use our phones for business and pleasure, we often forget how much our phone can do to make our lives easier.
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No Bag Ladies Here!
July 9, 2015Does stress about your financial future keep you up at night? You’re not alone.
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What Women Want
June 11, 2015We know men and women are different: no great news flash here. But when it comes to money and financial issues, the differences are so stark that it bears taking a deeper look.
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