Generational Wealth Transfer
Plan for the future by learning how to pass on your wealth and legacy to the next generation. We will guide you through strategies to help ensure your wealth is …


Plan for the future by learning how to pass on your wealth and legacy to the next generation. We will guide you through strategies to help ensure your wealth is …

Many women face unique challenges in the investment world. Savvy Women Investing is designed to empower women by providing the knowledge and confidence to make smart investment choices. Whether you’re …

Join Ann Covington, of CovingtonAlsina, for an informative virtual event, to discuss the five things every woman should know about investing. You will learn not only about your instinctive investor …

Retirement isn’t just about finances—it’s about living your best life. Retire on Purpose helps you discover your passions, identify your goals, and design a fulfilling post-career life. This engaging workshop …

Investing has become more complex than ever, with increased market noise and heightened fears around protecting your investments. Join us to learn how to build a safe and resilient investment …

Whether you’re 22 and starting out or 50 and planning for retirement, Financial Foundations covers the essential steps to help get your financial priorities in order. Learn the universal process …

Women deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom—a relaxed event where you can connect with other women, …

Join Ann Covington, of CovingtonAlsina, for an informative virtual event, to discuss the five things every woman should know about investing. You will learn not only about your instinctive investor …

Navigating healthcare in retirement can be complex. This workshop provides an A-Z guide on Medicare and other healthcare options, ensuring that you’re informed about your choices during retirement. Register here! …

Women deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom—a relaxed event where you can connect, enjoy a glass …
