Investing for Women
While most women manage the daily finances of the home, women are far less likely to invest than men. Women need to plan and have a long-term investing strategy and think beyond short-term money matters. How do you know when to start investing? That will be based on your earned income and savings that you can put aside and not need to pay down debt with.
The best ways for women to kick-start their investment strategy is to start asking questions, read and begin to explore various companies and investment opportunities. You may like to start exploring companies that are meaningful to you, that are women-run, women-focused. There are specialized funds investing solely in female founders that may be of interest.
Savvy Ladies is here to help educate and share resources and guide you to gain the knowledge you need to learn and make smart financial decisions. We offer a library of informative webinars, blog articles, a helpful budget worksheet, and mentoring with our team of professional financial volunteers for 1:1 support.
How to Get Started on Saving and Investing
Are you thinking of getting started on saving and investing in 2023? Our Savvy Ladies Helpline Volunteers answer questions from the Dress for Success community on a special Ask the Expert session. Read some of the most frequently asked questions on saving and...
Financial Tips for the New Year
The Dress for Success community shared their top financial concerns as we head into 2023. Our Savvy Ladies Helpline Volunteers teamed up to help guide and answer their financial questions in a special Ask the Expert session. Savvy Volunteers Ravi Patel and Ross Krause...
The Current State of the Economy and How to Protect Your Finances
During two recent free Savvy Ladies sessions, volunteers Richard Ibarra, CFP,APMA, CRPC and Keri Lai financial advisor, both from Ameriprise Financial Services LLC, as well as Amy Irvine from The Rooted Planning Group and Michelle McKinnon, Wealth Advisor at Klingman...
Inflation & How to Protect Your Finances
Savvy Ladies experts Richard Ibarra, CFP, APMA, CRPC and Keri Lai financial advisor, both from Ameriprise Financial Services LLC, share an overview of the US economy, helping you understand what’s behind the ongoing inflation, interest rates increases, and how to...
Real Estate as an Investment
In this 2-part virtual educational session, finance and real estate experts Kristen Bonnier and Ashesh Shah, CFP®, discuss how to use the equity of your home for investing, as well as how to access those funds. What you'll learn: Part 1: What is a Home Equity Line of...
How to Get in Financial Shape for a Mortgage
Looking to become a homeowner? In this 2-part webinar, mortgage consultant Deborah Cady and financial advisor Laurie Itkin, CDFA, help you get your finances ready to buy a house. This webinar is for anyone looking to purchase a home on their own, whether you are...
How to Generate Monthly Income from Investing
In this webinar, Laurie Itkin, financial advisor and certified divorce financial analyst, will discuss the pros and cons of popular methods of generating monthly or annual income from investments
Investing in uncertain times – using stocks and bonds to secure your financial future
Stacy Francis, CFP®, CDFA®, CES™ will discuss how to create financial immunity and protect your portfolio during market volatility. In her presentation, you will also learn what moves you can make to stay on the right track with your investments and retirement, and...
Real Estate: A Savvy Investment
Julia Hoagland, principal of one of NYC's top-producing residential real estate teams will share insights from her 15+ years of NYC residential real estate experience including over $750M in sales to help Savvy Ladies: Understand when an investment in real estate...
Financial Liberation for Women of Color
An Introduction To The Knowledge & Skills Of Wealth-Building This webinar is an interactive conversation about the knowledge, habits, and mindset of wealth building – increasing your net worth. By building wealth, the less you have to rely on your income, the more...
Buy vs Rent: First time home buyers
Are you considering buying a home? Is being a home-owner a goal of yours? This webinar is designed for first-time home buyers to consider buying vs renting, but anyone that is thinking about buying a home will benefit from this presentation. We will go through some...
Annuities 101
Annuities are an investment vehicle with a class of its own. An insurance like investment that has many distinct characteristics compared to traditional investments such as stocks, bonds, and mutual funds. Tax treatment, income needs, death benefit needs, and the...
Simple Steps to Growing Wealth
There are three simple keys to building wealth. Learn how to build your wealth over time through cash, saving, and investing and be sure of your decisions.
7 Basic Truths of Wealth Building
Discover the fundamentals of wealth building including real estate, credit, and much more to get on a sound path for the future.
Finance 101: The Basics for Managing Your Wealth
This is an introduction to wealth management and financial concepts geared toward women. Learn the first steps to organizing finances.
What you need to know before buying into a Community Association, Coop or Condo
How Community and Association Boards work and how to protect and increase the value of your largest investment, your home.
You’re Making an Impact. What’s Your Legacy?
During our time together, we will explore the following questions: Do you know the impact of every decision you make? Why do we most often have a “knee-jerk-reaction” versus a “response” to people and stimuli around us? How can we live more consciously? How can the...
Creating Your Revenue Breakthrough
Join Monica Shah and learn the simple science behind your money beliefs.
