Monthly Gatherings for Women
Money is Energy!
Use that energy to live your best life! We all know that money isn’t everything and doesn’t necessarily buy you happiness, but it does give you options. Whether your money is earned, inherited, or even won, make it work for you.
Starting in May 2024, we’ll be offering monthly gatherings for women who are interested in learning how to manage and preserve their wealth.
We’ll meet on the 2nd Tuesday of each month from 6:00-8:00 pm. You have the opportunity to taste one or two local wines and we’ll make sure to have a few nibbles to go along with the wine.
2024
Month 1/May 14
Basics of Investing
Growth vs Income
Month 2/June 11
What type of investor are you?
How much risk are you willing to take?
Month 3/July 9
Asset Allocation
Month 4/August 13
Asset Allocation & Diversification
Month 5/September 10
Drawing Down Assets in Retirement
Month 6/October 8
Protecting Your Assets
Life Insurance vs Long-Term Care
How much insurance do you really need?
Month 7/November 12
Estate Planning
Do you need a trust?
Health Care & Financial Directives
ADVANCE REGISTRATION REQUIRED
Space is very limited.
Join us for one or more sessions.
Participation is on a first-come, first-served basis and limited to 10 participants.
$25 per session
(includes wine, light hors d’oeuvres, and a one-time, one-on-one consulting session)
Sessions will be held from 6:00–8:00 pm
Avalan Conference Room
233 East Carrillo Street, Suite B (2nd Floor), Santa Barbara
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All cancellations must be received no later than a week before each session for a full refund less a $5 processing fee.
There is no refund for cancellations received after this date or in the event you are unable to attend.
Please let us know if you register and can’t attend! We anticipate a wait list.