Our Seminars
Upcoming Events
February 2010
Dates Coming Soon
Hear what other Women and Wealth seminar participants are saying...
“Women have to wake up and take control of their financial futures. The Women & Wealth seminar can help you do it! There is power in knowledge.”
- Lisa Grannis, Phoenix businesswoman and seminar participant
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Our seminars give an overview of financial issues affecting women at each stage of the life cycle. Women in their twenties are taught the importance of getting an education and job skills, building good credit, and dealing with finances in a relationship. They are also shown the advantages of a long time horizon when investing. Women in their thirties through fifties are taught the importance of keeping their job skills current, controlling their spending, protecting their assets, being wise consumers, and making retirement savings a priority. Women in their later years are warned of unscrupulous salespersons marketing inappropriate products to seniors, the erosive effects of inflation, and the importance of understanding Social Security benefits. And women of all ages are shown why “one size fits all” advice may not fit, why it’s important to protect personal and financial information, and why they need to be careful in selecting financial professionals. Additional seminars focusing on specific topics will be created based on participant feedback.
For more information on our seminars, please contact Syreeta Harris.
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“As a bank lending officer over a long career, I have dealt with many women clients in need of financial planning. I was impressed with the Women & Wealth seminar and am sure that Stoker Ostler Wealth Advisors will be an ongoing valuable resource for my clients in the future.”
- Sara Gordon, Chief Credit Officer, Colonia Bank