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. 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. We want them to know they don’t have to go through it alone.
Did you know that we have both a video series called "Ask The Advisor" and a blog to further educate both clients and future clients on investing principles?
Women's Seminar Topics
Estate and Gift Planning
Investing in Real Estate and Cryptocurrency
Market Summaries
Preparing for and Managing the Impact of Inflation
Women, Money, and Power
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
Estate and Financial Planning for Women
Long-Term Health Care Issues
Tax Planning
Part I Basic Investing (Three-Part Series)
Financial Management for Women
We encourage your questions about financial matters and would love to hear your ideas about future seminar topics. Either call or email us your ideas. If you would rather discuss your questions one on one, please contact us at 719.960.0969 or Harvey@RIAgroups.com.
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
© 2023 Harvey Investment Management, Inc.