• Financial Literacy Workshops and Seminars
  
• Workplace and Group Presentations and Workshops
  
• Investment Advisory-Fee Only
  
• Money and Financial Coaching
  
• Support Groups
  
  
  

Selected Programs and Workshops

• The Basics of Investing
  
• How to Choose an Investment Advisor
  
• Retirement Planning
  
• Financial Issues for Women in Transition
  
• Special Financial Issues for Women in the Sandwich Generation
  
• Retirement Plan Rollovers
  
• Advanced Investment Strategies
  
• Everything You Ever Wanted to Know about Mutual Fund Investing...But couldn't figure out how to ask
  
• Creating a Financial Action Plan
  
• Portfolio Review and Asset Allocation

WomensWorth is prepared to custom design a workshop, seminar, or lecture for your group or organization.