Ready to turn the page? Divorce Unscripted is here to help you navigate the legal, financial, and emotional twists of divorce with expert insights and actionable advice. Here’s what you’ll take away: ✅ Clear understanding of the divorce process ✅ Strategies to handle post-divorce challenges ✅ Tools to reclaim your financial independence ✅ Confidence to embrace your next chapter And, it’s the perfect chance to connect with other professionals, meet new experts, and build a network that supports you—whether you’re considering or ready for the next step. Learn More >
This 75-minute workshop designed for employees at any and all stages of life and salaries. Transform your financial outlook from constriction to opportunity and discover how to achieve your financial goals and desires in this empowering session. Learn More >
Investing in 700+ Women with a hands-on Financial Wellness program on "How to Build A Financial YES! Plan" Learn More >
Elevate your advisory skills, decode client behaviors, and revolutionize your approach to impactful client relationships. This sessions discusses emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections for improved service and retention. Learning Objectives: Understand the importance of being able to read emotions in client meetings. Identifying critical behaviors of the HOW (detail oriented) and WOW (big idea) client. Know how to leverage this knowledge to better serve and retain your clients. Learn More >
Join Erika Wasserman, Tim Voit, Jody Bruns and Chris Bruser in learning how professionals in lending, transition planning, and divorce coaching can increase your efficacy as a CDFA professional. 1 CFP & CDFA Credits Please note that the conference is live and in-person in Nashville, Tennessee. Learn More >
Define your intentions with your money for the upcoming year. In this session we will do an exercise that will define your money roles and rules you have since childhood and challenge you to define your new money mantra for 2023. Learn More >
Small group setting over the holidays to help you fine tune your holiday gifting, define a budget (yes! plan to not get into debt), and learn how to set financial boundaries for yourself. Learn More >