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We strongly support women learning how to manage their finances.

Our goal is to help educate women of all ages, no matter their experience or knowledge, about financial concepts. While some may be intimidated initially, many more want to increase their confidence in handling their financial lives.

We offer our Financially Educated Women seminars in a casual and relaxed atmosphere, so the attendees can learn from our guest speakers, advisors, and each other. We may be in different stages of life, but we can all offer a valuable perspective. Often, women face unexpected losses or changes in their lives that dramatically impact their finances. Our goal is to help them through these transitions smoothly. They know they don’t have to go through it alone.

While most of our seminars focus on women, we open certain events to everyone. We enjoy offering this complimentary, beneficial service for our community members.

Financially Educated Women
WOULD YOU LIKE TO BE INVITED TO OUR NEXT WOMEN’S SEMINAR?
Financially Educated Women

DOES THIS DESCRIBE YOU?

  • I want to feel more confident in my investments.
  • I would like to become more financially savvy this year.
  • I want to figure out how to retire early or turn my life goals into reality.

Did you know that we have a blog and video series called “Ask the Advisor” in an effort to further educate both clients and non-clients on investing?

PAST WOMEN'S SEMINAR TOPICS

2020

  • Investing 101: Putting the Pieces Together
  • Investing 101: How to Implement Your Investing Strategy
  • Investing 101: Establishing the Foundation
  • How to Protect Yourself Financially
  • Changes in Social Security

2019

  • Recent Market Changes and What They May Mean for You

2018

  • Social Security: Do You Know the Rules?
  • How to Thrive During Market Volatility

2017

  • Why we Chose to Affiliate with Resolute Independent Advisors

2016

  • Estate and Financial Planning for Women
  • Long-Term Health Care Issues
  • Tax Planning

2015

  • Part I Basic Investing (Three-Part Series)

2014

  • Financial Management for Women
  • Estate and Financial Planning for Women

We would love to hear your ideas about future seminar topics. As always, we encourage your financial questions, whether you are a client or a prospective client. If you would rather discuss your questions one on one, please contact us at 719.960.0970 or Harvey@RIAgroups.com.