What emotions does the word “money” bring up for you?
Are you truly tapping into the potential of your hard-earned money?
Is ‘buy and hold’ really the best strategy?
Join Us Live to Discover How to Make Your Money Work for YOU!
It’s time to take charge of your future and redefine financial freedom—on your own terms. Your future self is calling you to step into empowerment and create lasting change. This transformational three-part webinar series will demystify money, build clarity, and empower you with the confidence and tools to design your unique path to financial success.
__________________________________________________
💡 Money 101 | May 27th | 10 am PT: Kickstart your journey with a lively overview of smart strategies for a strong financial foundation. In this session, the focus is on YOU, and get CLARITY on how you relate to money. Rachel Duncan of Money Healing Club, Financial Therapist and Art Therapist will guide us in a face-paced and engaging writing prompt called 'Dear Money, What Would You Have Me Know?' Offering a chance to hear money’s voice and reshape your relationship with it. We will also touch on values-based spending, getting out of the debt cycle, and savings.
What if healing your relationship with money could transform every corner of your life? Discover the ripple effect of true money wellness.
_________________________________________________
🚀 Money 201 | May 28th | 10 am PT: Level up with advanced strategies on saving, investing, and optimizing tax benefits. Learn to make your money work harder for you.
Guest Speaker: Dina Fliss, CEO and Chief Investment Strategist at Global View Capital Management, which she co-founded in 2011. With over 30 years of experience in portfolio construction and actively managed strategies, she specializes in tactical asset allocation and innovative financial solutions. Dina is a trailblazer in the financial industry, this engaging 45-minutes is NOT TO BE MISSED!
When the market takes a nosedive, will your portfolio survive? Find out why knowing your max loss is critical—and how to protect yourself when things get rough.
__________________________________________________
🌿 Money 301 | May 29th | 10 am PT: Protect your legacy with insights on estate planning, ensuring your wealth benefits your loved ones for generations.
Guest Speaker: Nicole McElhaney, Estate Attorney with Ostrem Law, PLLC
Many of us think of life insurance is just about peace of mind or covering final expenses—but it’s actually your estate’s secret weapon.
I am here to support your financial journey one-on-one. Book a Money Date with me and let’s transform your relationship with money!