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Eight Tower Bridge, Suite 700
161 Washington Street
Conshohocken, PA 19428



Past Events & Materials

Social Security & Long Term Care - June 14, 2017  

Budgeting & Managing Debt - March 15, 2017  

Wake Up Productive - January 25, 2017

More About Our Speaker Jamila Payne

The Biggest Mistakes Women Make Choosing Social Security Benefits - October 19, 2016

Check Your Social Security Statement Online

Thriving While Paying for College - September 19, 2016
Link to Free Application for Federal Student Aid (FASFA)

Retirement Panning for Women of All Ages - June 15, 2016  

How to Get Time On Your Side - May 18, 2016

Women & Money - March 23, 2016

The Power of Influence - February 24, 2016

Savvy Social Security - November 18, 2015

Getting Results With Ease: Achieving Your Goals - October 14, 2015

College Planning: Surviving Paying for College - September 23, 2015
Link to Free Application for Federal Student Aid (FASFA)

Roadmap to Financial Wellness - May 20, 2015 

Women Wisdom & Wealth: Our series of complimentary Wednesday Workshops are geared toward professional women who want to take charge of their finances. Despite the challenges women face, we have never been in a better position to achieve financial security for ourselves and our families. Through these programs Michele & Ali help demystify investing and simplify the financial planning process. We focus on women's particular challenges but, as always, our programs are free of charge and all are welcome.