Literacy Sessions

“An investment in knowledge pays the best interest.” – Benjamin Franklin

Personal finance wasn’t something we learned in school, and a lot of people say they feel intimidated when it comes to asking questions, understanding the industry jargon, and making financial decisions. We provide an opportunity for you to learn more about finance in a safe, non-judgmental environment. Our goal is to help you understand your finances so you can make informed decisions and feel confident about your knowledge.

At your home…

Host one of our seminars in the comfort of your own home with 6 to 8 of your friends and as a thank you, you will receive a $100 Visa Card!  Choose from a number of my home learning seminars:

  • Investing 101 – Understanding the Jargon & Options
  • Retirement Readiness: How much do I need? Will I outlive my income?
  • Your Money: Take control of your finances
  • Life Stages: Financial strategies for a lifetime
  • Joint finances for married and common-law couples
  • Estate Planning & Leaving a Legacy

At your business…

Book a “Lunch ‘n Learn” session for your employees and I will come to your business. I will provide a $100 Visa Card for a free draw to those in attendance. Your choice of “Lunch ‘n Learn” sessions include:

  • Investing 101 – Understanding the Jargon & Options
  • Retirement Readiness: How much do I need? Will I outlive my income?
  • Your Money: Take control of your finances
  • Life Stages: Financial strategies for a lifetime
  • Estate Planning & Leaving a Legacy 

 

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Women, Wealth & Wine

Women creating lifestyles they envision.

I started my career in the financial industry 19 years ago and I continue to see the same reality today as I did when I first began my practice. New clients are thirsty for the knowledge of how to take control of their financial situation. More often now than in the past, women are the ones making the larger financial decisions which have an impact on their family’s well-being. In most cases, they are going ahead with their decisions without sound advice or full comprehension of the potential outcome. Don’t get me wrong, I find that women have the self-driven ability and know-how to get them from point A to point B but sometimes don’t know or understand the pitfalls in between. The fact is that most women are the driving force of their family, influencing or solely making the decisions pertaining to their needs. My desire is to provide further education and learning to empower women to make financial sound decisions in their lives through my knowledge-based home seminars.

Women, Wealth & Wine’s mission is to get women together to learn all about money in a non-intimidating, fun and casual environment among friends. I provide an opportunity for you and your friends to learn more about finance in a safe, non-judgmental environment. There are no sales pitches or obligation to use my services. I simply offer you the opportunity to invite your friends and family to attend these home learning sessions that cover a variety of financial challenges women may face in their lifetime. Think of it as a financial party!

“True generosity must benefit both parties. No woman can control her destiny if she doesn’t give to herself as much as she give of herself” Suze Orman

Choose from a number of my home learning sessions:

  • Investing 101 – Understanding the Jargon & Options
  • Retirement Readiness: How much do I need? Will I outlive my income?
  • Your Money: Take control of your finances
  • Life Stages: Financial strategies for a lifetime
  • Joint finances for married and common-law couples
  • Estate Planning & Leaving a Legacy

Host a session in the comfort of your own home with 6 to 8 of your friends and you will receive a $100 Visa card as my way of saying “Thank You”!