Posts in category Wisdom With Women

A Guide to Estate Planning

Wisdom with Women: A Guide to Estate Planning If you missed our most recent Wisdom with Women on April 21st featuring Michelle Newby discussing the importance of Estate Planning, please check out our recording of the event below: A Guide To Estate Planning: Women are often the drivers for getting an estate plan in place. […]

Ask a CFP, Community Hour

Wisdom with Women: Ask a CFP, Community Hour If you missed our first Ask a CFP on April 7th featuring our very own Ali Criss, please check out our recording of the event below: Ask a CFP, Community Hour: Ask a CFP® Community Hour provides an opportunity to sit down with a Certified Financial Planner […]

Women in Real Estate & 2021 at a Glance

Wisdom with Women: Women in Real Estate & 2021 at a Glance If you missed our first Wisdom with Women on March 25th featuring Jasmyn Jefferson, please check out our recording of the event below: Women in Real Estate & 2021 at a Glance: On average we each know 8-12 real estate professionals! I will […]

Medicare and Social Security 101

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!