Savvy Women Invest on Purpose

Wine & Wealth Workshop

Wednesday, Feb. 19th at 5:15p

In this workshop we talk about your natural strengths as a woman and how those strengths apply to managing money and investing.
Catherine, a CERTIFIED FINANCIAL PLANNER(tm) will facilitate the discussion.
She’ll also offer tips, including how to find the right relationship with a investment adviser. Someone you feel comfortable with. Someone you trust.
Join us for wine and appetizers while you get re-energized about your financial future, create a new vision of what is possible with your money, and develop more confidence making financial decisions.
RSVP by calling #760-692-5700 or completing the online form.

Registration Form

Savvy Women Invest on Purpose

Wine & Wealth Workshop

Wednesday, January 22nd at 5:00p

In this workshop we talk about your natural strengths as a woman and how those strengths apply to managing money and investing.
Catherine, a CERTIFIED FINANCIAL PLANNER(tm) will facilitate the discussion.
She’ll also offer tips, including how to find the right relationship with a investment adviser. Someone you feel comfortable with. Someone you trust.
Join us for wine and appetizers while you get re-energized about your financial future, create a new vision of what is possible with your money, and develop more confidence making financial decisions.
RSVP by calling #760-692-5700 or completing online form.

Registration Form