results . innovation . coaching
Personal & Professional Development: Wealth Empowerment
The WE Series 2025
Workshops to grow your financial world
"Investing is not the study of finance. It's the study of how people behave with money."
INVESTING
Starting your Journey....
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Who? Me?
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Think you don't have the money?
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Want to do it "one day"?
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Don't know how to get started?
Learn how to get started, pick stocks and keep growing your wealth.
Simple guidelines to follow and resources that will educate and help you succeed.
You don't need a finance degree or even hundreds of dollars (get started w/ $25)
Leave w/ resourceful tools: stock watch list, investor guide
May 17, 2025
MANAGE YOUR MONEY
To Fund Your Journey to Wealth
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Where's your money going?
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How much do you save?
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Think you don't have the money?
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Want to do it "one day"?
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Don't know how to get started?
Learn how to get started, build a budget and stick to it.
Simple guidelines to follow and resources that will educate and help you succeed.
Find the money to build your wealth
July 12, 2025
October 11, 2025
THE NEXT STEP
To Progress Your Journey
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Developing your financial goals
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Measuring your progress
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Advancing your goals
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Investment portfolio - techniques to grow and diversify your money
RETIREMENT STRATEGIES
For the Next Stage
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Develop your retirement goals and milestones
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Measuring your progress
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Advancing your progress
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Transition Insights - Into Retirement mode
The third workshop in the WE series, to build on the concepts, approaches and tools provided in the first two workshops. In this session, we will discuss 1) how to make your money work harder for you 2) how to diversify your investment portfolio and 3) advanced approaches to measure your progress.
The fourth workshop in the WE series, to build a household retirement strategy based on your goals and milestones -- plus tips and insights to measure your progress and make adjustments when necessary.