Event Status: Past Event

Motherhood and Money Podcast:

Join us for a lively conversation with host Regina Barr and guests Mary Quist-Newins, Kathy Longo, and Whitney Emanuel. We’re going to dish on all things financial that every mom needs to know! Our guests, Mary, Kathy, and Whitney have not only had long tenures in financial planning but they are mom’s to boot. Motherhood – coupled with their …

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Jayne Ellegard BW photo

Discover Your Financial Brilliance:

Join us for this course featuring Jayne Ellegard, Founder & Coach of Ellegant Wealth and author of Financial Empowerment for Women: Your Guide to Courage, Confidence and Wisdom! Jayne believes in empowering women to “show up” and own their financial journey. In this class you will learn: Why becoming engaged in the discussion around financial literacy …

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Dr Daralee Barbera

Financial Literacy for Women

Join us for this class featuring money and behavioral finance expert, Dr. Daralee Barbera. Attention Certified Financial Planners®: This class as been approved by the CFP® Board Continuing Education (CE) Program for 1.00 credit hour CE Sponsor ID Number: 8418 Suggested Donation for the Class: $15 CE Program Reporting Fee: Additional $15 For the class …

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Kathy Longo

Women and Investing

Join us for this class featuring Kathy Longo CFP®, CAP®, CDFA® to increase your investing confidence and know-how. Studies show that women outperform men when it comes to investing. At the same time, research also reveals women feel less confident about making investment decisions. This class will build your confidence when investing and align your personal with your financial goals. Join us for Moneyweave® Academy …

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Mary Quist-Newins

Women, Men and Money

Join us for this class featuring Mary Quist-Newins, MBA, MSFS, CFP® to learn how the key gender differences in men and women affect financial planning and what actions women can take now. All women face financial risk factors in greater numbers than do men. These often result in a higher likelihood of impoverishment, as well …

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Lurie Team

Year End Tax Planning

Are Taxes Taking a Big Bite of Your Income? Now is time to take action to reduce your 2021 tax liability. Whether you own a business or are an employee, this information-packed session is for you! Learn how to make the right moves before year end that may save you a bundle, including: Which deductions …

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Susan Markey

Maximizing Business Value

Why attend this class? You will learn: Key steps to grow the value of your business How and when to prepare your business for sale (hint: It’s never too early!) Common business owner mistakes and how to avoid them Tax and legal issues involved in growing and selling your business Actionable business valuation tips from …

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Money Mistakes Everyone Makes

Does money make you uneasy? Does the fear of losing money keep you awake? Would you like to be smarter about your money? Money questions plague all of us at one time or another and penetrate every aspect of our lives it doesn’t matter how old you are or how much money you have. Money …

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Jocelyn Wright

Women & The Color of Money

We know generational and ethnic differences color financial planning for women, but we may not fully understand why and how. During this class, we’ll have a candid conversation about where we are currently, what we can do, and what our priorities should be right now, particularly in light of COVID. Why should I attend the …

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Asset 9

Our non-profit mission, concentration on comprehensive financial planning education for women, unambiguously well-qualified content experts and our beneficial impact set Moneyweave® Academy apart.

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