Women, Wealth & Wine

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”!