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Past Events

Women and Long-Term Care:

Join this LIVE class on Thursday, November 10, 2022, at 4 PM-5 PM CT. Long-Term Care is a women’s issue since females represent the great majority of caregivers and receivers of formal care. One in five households in America are ...
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Do You Really Need Life Insurance?

Attention women! It’s time for you to close the gender gap in life insurance ownership. According to a 2021 Insurance Barometer Study by Life Happens and LIMRA, only 47% of women have life insurance coverage versus 58% of men. Yet ...
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Earn What You’re Worth Podcast:

Negotiating your salary can be intimidating. Women are less likely to ask for more money when offered a job and are more likely to stay at a lower-paid job. This can have a devastating effect on her retirement savings. Join Regina ...
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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 ...
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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. ...
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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 ...
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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 ...
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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 ...
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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 ...
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Susan Markey

Maximizing Business Value

Why attend this class? You will learn: Key steps to grow the value of your businessHow and when to prepare your business for sale (hint: It’s never too early!)Common business owner mistakes and how to avoid themTax and legal issues ...
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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 ...
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Creating a Small Business Benefits Package

In this class, you’ll learn how to: Improve your understanding of which retirement plan makes sense for your businessLearn which benefit to provide for yourself or your employees first.Determine who should be on your benefits planning team.Identify at least one ...
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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 ...
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Asset 9

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