Our Live Confidently Club, is designed to give YOU
a sense of control over your life & finances.
Clients enjoy Engaging women & Communication:
Ongoing consultations and support to inspire confident decision making
Monthly newsletters highlighting relevant topics and current financial trends
Financial Education, Workshops and in-person and Virtual Meetings & Events
Free access to professional financial software (portfolio reports, secure document sharing, and situation-based projections)
Referrals to professionals Such as CPAs, Estate Attorneys, and Mortgage Brokers
Anyone can join our Live Confidently Series:
WEEKly ON FRIDAYS
10-10:30 AM CT
virtual support & Education
it is free to join - Simply fill out the form and say hello.
SEPTEMBER 9, 2021
2-3 PM CT
ESTATE ATTORNEY, AMANDA HESPEN, SCOTT + HESPEN LAW
ESTATE PLANNING - EXPLAINED
DECEMBER 2, 2021
10-11 AM CT
virtual fun & education
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