Women in STEM - Networking - Finovate Breakfast
Jan
31

Women in STEM - Networking - Finovate Breakfast

Calling Boston-area Women in STEM (science, technology, engineering and math) -- joint us for our monthly networking breakfast. Throughout the year we’ll have programming in addition to meeting other women in STEM professions, including: leadership coaching, career coaching, LinkedIn profile reviews, renewal of headshots, etc.

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Long-term care. What is it? Do I need it? How do I plan and pay for it?
Nov
6

Long-term care. What is it? Do I need it? How do I plan and pay for it?

In Honor of November which is Long-term Care Insurance Awareness Month, we are hosting a webinar:

Long-term care?

  1. What is it?

  2. Do I need it?

  3. How do I plan for it?

Our panelists include:

  1. Catherine Valega, CFP, EA, Owner, Green Bee Advisory, a boutique wealth and tax management firm for breadwinner women

  2. Wendy Guthro, Attorney & Counsellor at Law, Owner, Guthro Law, an estate planning firm

  3. Dina Mabry, Insurance Agent, BGA Insurance

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Election Drama, Market Calm. Will the election impact my portfolio?
Oct
16

Election Drama, Market Calm. Will the election impact my portfolio?

Election Drama, Market Calm: Will the election impact my portfolio?

As election season heats up, headlines and political debates can cause anxiety for investors. But do elections truly impact the markets?

Join us for an insightful webinar where we break down how markets historically react during election cycle. We'll explore common election myths, examine current market trends, and provide strategies to help you stay focused on your long-term financial goals regardless of who's in office. Don't let election noise disrupt your portfolio. Learn what really matters for your investments.

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