Monthly Gatherings for Women
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 monthly gatherings for women who are interested in learning how to manage and preserve their wealth. I will offer two options—one in person in Santa Barbara and one online.
IN PERSON GATHERINGS
We’ll meet on the 2nd Monday of each month from 6:00-8:00 pm PT. We will discuss current events and their effects on the financial markets. We can share our experiences and concerns and hopefully make sense of the changes we are experiencing. You have the opportunity to taste local wines with a few nibbles as we talk. See ‘Wine!’ above for more information on this beautiful wine. Cost is $25 per session.
2025
Month 1/June 9
Month 2/July 14
Month 3/August 11
Month 4/September 8
Month 5/October 13
Month 6/November 10
Month 7/December 8
ZOOM GATHERINGS
These sessions will be held online on the 2nd Wednesday of each month from 11:00 am-12:30 pm PT. They will cover the topics below. There is no charge for these sessions.
2025
Month 1/June 11
Basics of Investing
Growth vs Income
Month 2/July 16
Building an Investment Portfolio
Month 3/August 13
Asset Allocation - Equities
Month 4/September 10
Asset Allocation & Diversification
Month 5/October 15
Managing Assets in Retirement
Month 6/November 12
Protecting Your Assets
Life Insurance vs Long-Term Care
How much insurance do you really need?
Month 7/December 10
Estate Planning
Do you need a trust?
Health Care & Financial Directives
ADVANCE REGISTRATION REQUIRED
IN-PERSON
Space is very limited for the in-person sessions
Join us for one or more sessions.
Participation is on a first-come, first-served basis and limited to 10 participants.
$25 per session
(includes wine, light hors d’oeuvres, and a one-time, one-on-one consulting session)
Sessions will be held from 6:00–8:00 pm PT
Avalan Conference Room
233 East Carrillo Street, Suite B (2nd Floor), Santa Barbara
All cancellations must be received no later than a week before each session for a full refund less a $5 processing fee.
There is no refund for cancellations received after this date or in the event you are unable to attend.
Please let us know if you register and can’t attend! We anticipate a wait list.
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ZOOM ONLINE
Join us for one or more sessions.
There is no charge for these sessions, but you will need to register in advance
in order to receive the link to the zoom session.
You will receive the link to the zoom session a week before the session.
Sessions will be held from 11:00 am-12:30 pm PT