The next installment of the Habitat for Humanity Women Build Leadership Series is on Wednesday, February 10th at 4:30 pm (PST), featuring Ali Criss, CFP®, CDFA®.  Topics will include; setting and managing financial goals – from managing your monthly budget to establishing an emergency fund, and saving for retirement, or planning your estate. Sign up […]

Overview Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and lifestyles changed, where working and learning from home became the “new normal,” and in-person communication was replaced by virtual meetings. In short, 2020 was […]

Join the PLU Gift Planning team, along with Vice President Dan Lee and Ali Criss ‘07, CFP®, CDFA™, President & Managing Partner of Financial Insights, as we share valuable information about year-end giving in light of new tax laws. Watch Now

Wisdom With Women: Medicare & Social Security 101 If you missed our Wisdom with Women on December 10th featuring Mai-Lee Coddington and Dorothy Lewis MA, CFP®, please check out our recording of the event below: Don’t miss our 2021 events! Take a look at our lineup and RSVP to kate@financialinsights.com!

Our first video newsletter! Amanda Burrows CFP discusses the topic of Avoiding Financial Scams

Wisdom With Women: Community Engagement, Gateway For Change If you missed our Wisdom with Women on June 24th featuring Sharon Chambers-Gordon, please check out our recording of the event below: