Maximize Your Return on Life

In our Webinar, Patti Hughes (Lake Life Wealth Advisory Group), Teresa Velgara, and Shari Reiches review student loans, repayment strategies, and 529 College Savings Plans.

Money is often a leading stress in relationships. It doesn’t have to be. Panelists Andrea Muchin of Schiller DuCanto & Fleck, Shari Greco Reiches and Liz Xilas cover a checklist of financial items that every woman should understand and what can go wrong if you are kept in the dark about your finances.

Are you new to investing, or want a refresher on the essentials? Watch our Investing 101: Essentials for Success webinar. Hosted by David Rappaport, we’ll start at the beginning, and answer these questions about investing: Why invest? Stocks, bonds, mutual funds, ETFs – what’s the difference? How do I get started? How do I know if I’m making good investing decisions? How do I avoid big mistakes?

Learn how the same skills women use to build meaningful and enduring friendships can be applied to successful investing! Watch our "Good Friends, Good Investors" webinar, hosted by Shari Reiches and Liz Xilas.

Are you in college or just starting your career? Watch our Start Smart Money Habits Webinar. Shari Reiches and Liz Xilas discuss the job search, resume essentials, establishing credit, budgeting, investing for the short- and long-term, money mistakes to avoid, and much more!

Watch our interactive discussion with Charles Schwab’s Adam Moseley and Paul Ewing about protecting your financial information, moderated by our own Director of Operations, Karen Asbra. Topics covered include COVID-19 scams, electronic money transfers, e-mail phishing and password best practices.