Tired of feeling overwhelmed when it comes to money? You’re not alone—and you don’t have to figure it out by yourself.
Join us for Smart Money, Happy Mama—a cozy, judgment-free “fireside” chat designed just for busy moms like you.
In this relaxed lunch & learn, two powerhouse women wealth & insurance experts with 25+ years of combined experience will guide you through simple, jargon-free steps to gain control and confidence over your finances.
You’ll walk away with practical tips on:
✨ Funding your child’s education + scholarship hacks
💰 Building a simple, diversified investment portfolio
🛡️ Understanding basic insurance and family protection needs
👵 Planning for retirement while managing today’s priorities
🧠 Shifting your money mindset to reduce stress and boost confidence
🤝 Knowing when and how to work with a financial professional vs. DIY
Let’s simplify your finances and empower your future—together. Bring your questions, your appetite, and your curiosity.
Seats are limited—RSVP today to save your spot! Discounted open play for your littles
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