Events
Upcoming Events
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
Middle School Financial Workshop
Join us for a fun, interactive workshop that helps tweens & teens get started on the road to financial success. Topics to be covered include budgeting, saving & the power of compounding interest, smart spending, borrowing & credit, investing, and identity protection. This workshop is geared toward grades 7-9. The cost for this workshop is $25.00. Clients, please use code CLIENT to waive the fee. Payment must be made by credit card at registration. We're unable to accept payment at the door.
Financial Foundations Workshop
We believe in building a strong financial foundation. Let us help you get your financial life in order using CovingtonAlsina's Hierarchy of Financial Priorities.
Women Wine & Wisdom
Join us for a fun evening. We start with a half an hour of social time, networking, wine and appetizers, followed by an open, round-table discussion of a topic that is important to women. This month's speaker will be Ann Alsina of CovingtonAlsina, and the topic will be Crypto Currency. Clients, please use the promotional code “Client” when registering to waive the fee. Guests are welcome to attend once at no charge as well; please use the promotional code “First” when registering. All others will need to register and pay the fee before the event. We cannot accept payment at the door. We hope that you can join us.
May 8, 2023
6:00p - 7:00p
Virtual Event
Charitable Giving -- Save the Date
Save the date for our virtual Charitable Giving workshop. Information and registration coming soon!
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
Women Wine & Wisdom
Join us for a fun evening. We start with a half an hour of social time, networking, wine and appetizers, followed by an open, round-table discussion of a topic that is important to women. This month's speaker will be Sheri Hamburger of CovingtonAlsina Tax, and the topic will be Tax Planning. Clients, please use the promotional code “CLIENT” when registering to waive the fee. Guests are welcome to attend once at no charge as well; please use the promotional code “FIRST” when registering. All others will need to register and pay the fee before the event. We cannot accept payment at the door. We hope that you can join us.
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
Social Security Webinar
Join us for a workshop that addresses everything you need to know about Social Security. We will focus on the fundamentals of Social Security, how to optimize your benefits, and key risks in retirement. This event will be held virtually.
Women Wine & Wisdom
Join us for a fun evening. We start with a half an hour of social time, networking, wine and appetizers, followed by an open, round-table discussion of a topic that is important to women. This month's topic will be Mortgages, and the speaker will be Bridget McGee of SWBC Mortgage. Clients, please use the promotional code “CLIENT” when registering to waive the fee. Guests are welcome to attend once at no charge as well; please use the promotional code “FIRST” when registering. All others will need to register and pay the fee before the event. We cannot accept payment at the door. We hope that you can join us.
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
High School Financial Literacy Workshop
This 2-day workshop is designed to help young adults make educated financial decisions as they enter into the next phase of life. Open to rising 11th grade, 12th grade, and college age students. The workshop will take place from 9:00 AM to 3:00 PM Tuesday, August 1st and Thursday, August 3rd. The cost for this workshop is $75. Existing clients, please use the promotional code "CLIENT" when registering for a $25 discount. We cannot accept payment at the door. Lunch will be provided.
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
August 15, 2023
7:00p - 9:00p
TBD
Women Wine & Wisdom -- Save The Date
Save the date for our upcoming Women, Wine & Wisdom. Topic and registration coming soon.
Healthcare in Retirement Workshop August 2023
The confidence of knowing your health care is covered is one of the most valuable things you can take into retirement. Join us for our Healthcare in Retirement workshop to gain insights into the overall costs of healthcare, learn about Medicare's costs and coverage, and start the process of creating a health care plan that's right for you.
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
September 19, 2023
7:00p - 9:00p
TBD
Women Wine & Wisdom -- Save The Date
Save the date for our upcoming Women, Wine & Wisdom. Topic and registration coming soon.
Women & Investing
Are you aware of the unique financial challenges women face when it comes to investing? The choices you make about working, having a family, or responding to life's curveballs can have a significant impact on your financial future. Attend our virtual workshop to learn the five things every woman should know about investing.
Retire on Purpose Workshop
Retirement planning is more than just saving money. Please join us for our Retire on Purpose workshop, where we'll go beyond financial planning and look at the other aspects of planning for a successful retirement. This event will be held virtually.
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
Allowance Workshop
Join us for a fun, hands-on workshop that teaches tweens how to make and manage money. We'll discuss the four things you can do with your money: Save, spend, give, and invest. We'll explore options for making money, discuss how money makes you happy, and lay the foundation for responsible money habits. This workshop is geared toward children in grades 5 & 6. The cost for this workshop is $25.00. Clients, please use code CLIENT to waive the fee. Payment must be made by credit card at registration. We're unable to accept payment at the door.
October 17, 2023
7:00p - 9:00p
TBD
Women Wine & Wisdom -- Save The Date
Save the date for our upcoming Women, Wine & Wisdom. Topic and registration coming soon.
Financial Foundations Workshop
We believe in building a strong financial foundation. Let us help you get your financial life in order using CovingtonAlsina's Hierarchy of Financial Priorities.
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.
Middle School Financial Workshop
Join us for a fun, interactive workshop that helps tweens get started on the road to financial success. Topics to be covered include budgeting, saving & the power of compounding interest, smart spending, borrowing & credit, investing, and identity protection. This workshop is geared toward grades 7-9.
Healthcare in Retirement Workshop
The confidence of knowing your health care is covered is one of the most valuable things you can take into retirement. Join us for our Healthcare in Retirement workshop to gain insights into the overall costs of healthcare, learn about Medicare's costs and coverage, and start the process of creating a health care plan that's right for you.
Second Saturday Divorce Workshop
If you are a woman considering divorce, or in the early stages of divorce, you will want to attend this three hour empowering workshop that is designed to help you take the next step, no matter where you are in the process of untying the knot.