Webinar: Finance Tips for Women and Their Wealth

June 28, 2023

Watch our latest webinar focused on providing women with the tools they need to confidently manage their wealth.

Nicole Gobel, CPA, CDFA®, Harmony Wagner, CFP® and Samantha Masey, CFP® review:

  • Investments
  • Tax Planning
  • Risk Management Strategies

Watch the presentation below.

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