Invest in yourself | A financial workshop for women

This financial workshop for women highlights the unique financial challenges women face and provides a forum to share their insight and wisdom. The workshop examines case studies of women at major stages in their lives and explores strategies for creating financial security.


This seminar can help women better prepare for the unique financial challenges they’re likely to face at different life stages (CE credit available).

Seminar invitation

If you’d like to host a seminar for clients or prospects, use this customizable invitation to help get the word out.


This workbook takes a closer look at strategies women can use to create financial security at various life stages.


Use this worksheet to help avoid being caught off guard in the event of an emergency.