We strongly support women learning how to manage their finances.
Our goal is to help educate women of all ages about financial concepts, no matter their experience or knowledge. While some may be intimidated initially, they want to increase their confidence in handling their financial lives.
We offer our Financially Educated Women's 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.
Estate and Gift Planning
Investing in Real Estate and Cryptocurrency
Q2 Market Summary
Preparing for and Managing the Impact of Inflation
2021 Market Outlook
Women, Money, and Power
Q1 Market Summary and How it Impacts You
How to Protect Yourself Financially
Changes in Social Security
Recent Market Changes and What They May Mean for You
Social Security: Do You Know the Rules?
How to Thrive During Market Volatility
Why We Chose to Affiliate with Resolute Independent Advisors
Estate and Financial Planning for Women
Long-Term Health Care Issues
Tax Planning
Part I Basic Investing (Three-Part Series)
Financial Management for Women
Estate and Financial Planning for Women
Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor. Brokercheck.finra.org
© 2022 Harvey Investment Management, Inc.