Recording now available! View this 1-hour workshop designed to help you gain the confidence and skills needed to manage your personal and family finances. Led by women, for women, this workshop will provide the foundational knowledge needed to navigate managing your money, investing, insurance, and more.

Women wear many hats, from career professionals and entrepreneurs to caregivers and community leaders. Each role comes with its own set of challenges and rewards, and it’s important to acknowledge and support women in all of these capacities. Our goal is to empower you to be an active and informed participant in your (and your family’s) financial future. 

Creating a plan that fits your lifestyle and goals

The basics of investing, and how to get started

Insurance essentials: protecting your family

Smart strategies for savings

Planning for a future of financial independence

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Presented By:

                                                                                                         Kate Sussman
                                                                                                        Financial Advisor
                                                                                               Vera Planning

                                                                                                               Wendy Wison
                                                                                                        Implementation Specialist
                                                                                                      Vera Planning

                                                                                                          Catherine Bonnet
                                                                                                        Stay- at- Home Mom
                                                                                                      Bonnet Corp

                                                                                                               Jennifer Perri
                                                                                                             Founder and CEO
                                                                                                         SHERO

Equip yourself with the knowledge and confidence to make 2025 your best year yet.

Stay tuned for more Vera Planning workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.

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