Money is Energy!

Use that energy to live your best life! We all know that money isn’t everything and doesn’t necessarily buy you happiness, but it does give you options. Whether your money is earned, inherited, or even won, make it work for you.

Starting in June 2025, we’ll be offering two options for our monthly gatherings for women who are interested in learning how to manage and preserve their wealth.

In-Person Gatherings
Rather than a formal presentation with questions, we will discuss current events and their effects on the financial markets. There is so much happening out there today that is affecting stocks, bonds, gold, oil, real estate, interest rates......and the list goes on. We can share our experiences and concerns and hopefully make sense of the changes we are experiencing. These in-person discussion groups will be held on the second Monday of every month from 6:00-8:00 pm PT starting on June 9. We'll meet in the conference room at Avalan as we did for our 2024 gatherings, with wine and snacks available to enjoy as we talk.

Zoom Gatherings
I will also offer the series of topics we covered in 2024 on zoom. These sessions will be held on Wednesdays, beginning on June 11 from 11:00 am-12:30 pm PT.

We will send out an email invitation for both options several weeks before each meeting and the information will also be available on my website. We appreciate you registering in advance so that we know what to expect. There is limited space in the conference room at Avalan for the in-person gatherings. I would appreciate you registering for the zoom sessions as well so that I know people are attending.

Please note that we will not be able to discuss any individual investment advice or recommendations. These discussions will be general in nature and for educational purposes only.