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



2019 Women Workshop Series

Our series of complimentary workshops provide networking and education 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 and 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.

Please mark your calendars, noting that all Workshops begin at 5:00 p.m. with a networking reception.

January 16, 2019 - Retirement is More than Money.

If money didn’t matter, what would your retirement years look like? We are taking a different approach to retirement planning by partnering with guest speaker, Autumn Nessler, M.S., who will share the Non-Financial Areas of your future.  This session is designed to help transition women from working life to a retirement of their own design.

Register Here

May 15, 2019 - Common Sense Approach to Divorce.

People don’t approach divorce the same way they approach every other major decision in life.  With the help of Certified Divorce Coach, Sheila Brennan, women will learn how you or someone you love can dive into divorce in a strategic and thoughtful way.  It makes sense!

Register Here

September 18, 2019  - Right-Sizing for Baby Boomers.  

Downsizing, vacation homes, and rental properties are some of the housing needs of baby boomers in the different stages of retirement. We’ll discusses strategies for retirees to maintain control of their housing circumstances in those various stages, techniques for implementing those strategies, and options for assistance which are available to assist with those strategies.  Realtor, Lee Ann Embrey, will share her expertise on issues like the state of local real estate market - current trends, impact of seasonality on the market, shifting transitions, interest rates and state of economy.

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November 6, 2019 - College Planning, How to Afford Education Today.

So many options and so little time! How do you put the puzzle together before your child is ready for college? This seminar is designed to cover college education planning from a number of angles– scholarships, grants, loans and various tax-advantaged savings plans. Participants should leave with knowledge of how best to begin planning for college education expenses.

Register Here