Events

planningWISE Wealth is committed to helping you experience greater clarity around personal finance and investing so that you can enjoy more financial confidence and calm. All of these events are designed to inform and inspire, and along the way we'll have some fun, too! 

Please note that unless otherwise indicated all events are held in our 760 Hopmeadow Street office in downtown Simsbury

TO SEE PROGRAM TOPICS FROM THE PAST, CLICK HERE! 

Pre-registration is required for all events

 

Fundamentals of Personal Finance

October 17, 2017

7:00p - 8:30p Eastern Standard Time

A four-part series designed for women who want to gain more control over their financial well-being. Each session will be informative, confidence-building and include worksheets and other helpful materials. You'll learn practical, effective strategies for organizing and managing in each area. Tonight's topic: FUNDAMENTALS OF MANAGING FINANCIAL RISK

 

WISER WEDNESDAYS - Getting Tax Smart

October 18, 2017

11:00a - 12:15p Eastern Standard Time

GETTING SMARTER ABOUT YOUR TAXES with Marlene Jung, CPA, MST. You file a tax return every year (or hand off stacks of papers to your accountant), but how much do you really know about the process, the information you’re providing and what it all means? This session is devoted to helping you better understand your own taxes, have more productive conversations with your accountant and how you can be smarter about them. Being smarter about your taxes means you may reduce, defer or avoid some all together. This session assumes limited experience and offers a great opportunity to ask questions and get answers in a relaxed, comfortable setting. This will be an interactive program that's both informative and fun! Light refreshments served, pre-registration is required.

 

Money & My Honey - Foundations

October 23, 2017

6:30p - 7:45p Eastern Standard Time

Money & My Honey is 4 parts (come to one or more or all four) and it’s all about helping couples get on the same page when it comes to being familiar with the family’s finances. It’s designed to be somewhat basic in content but cover the essential information that can lead to both spouses feeling more comfortable and confident. It’s important not only for handling finances together now, but for being able to carry on financially without the other in the event of incapacity or death. This week's discussion will cover the fundamentals of financial planning. We'll talk about what it means to have a financial plan and how to know you have what you need covered. Register (REQUIRED) for all four sessions or just the sessions of particular interest. Think of it as a "date night" that will have a lasting positive impact!

 

Fundamentals of Personal Finance

October 24, 2017

7:00p - 8:30p Eastern Standard Time

A four-part series designed for women who want to gain more control over their financial well-being. Each session will be informative, confidence-building and include worksheets and other helpful materials. You'll learn practical, effective strategies for organizing and managing in each area. Tonight's topic: FUNDAMENTALS OF ESTATE & CHARITABLE PLANNING

 

Money & My Honey - Investing Together

October 30, 2017

6:30p - 7:45p Eastern Standard Time

Money & My Honey is 4 parts (come to one or more or all four) and it’s all about helping couples get on the same page when it comes to being familiar with the family’s finances. It’s designed to be somewhat basic in content but cover the essential information that can lead to both spouses feeling more comfortable and confident. It’s important not only for handling finances together now, but for being able to carry on financially without the other in the event of incapacity or death. This week's discussion will cover some important basics of investment and retirement account planning. We'll talk about some investment fundamentals as well as how to more effectively handle different kinds of retirement accounts. Register (REQUIRED) for all four sessions or just the sessions of particular interest. Think of it as a "date night" that will have a lasting positive impact!

 

Money & My Honey - Managing Cash Flow

November 6, 2017

6:30p - 7:45p Eastern Standard Time

Money & My Honey is 4 parts (come to one or more or all four) and it’s all about helping couples get on the same page when it comes to being familiar with the family’s finances. It’s designed to be somewhat basic in content but cover the essential information that can lead to both spouses feeling more comfortable and confident. It’s important not only for handling finances together now, but for being able to carry on financially without the other in the event of incapacity or death. This week's discussion will cover some important basics of successful cash flow management and explore making the most of the resources you have. How you manage your retirement income can have long-term consequences, and it's critical to have an awareness of what those mean. Register (REQUIRED) for all four sessions or just the sessions of particular interest. Think of it as a date night" that will have a lasting positive impact!

 

Making Taxes Less Taxing

November 8, 2017

6:30p - 8:00p Eastern Standard Time

IRS Enrolled Agent Wendy Penn and I will join forces to help take some of the mystery out of taxes - preparing and filing them, deferring them and reducing them. This session is designed for women who want to become more knowledgeable about personal taxes and the tax treatment of different investments. It's a great opportunity to ask the questions you were always hesitant to ask and to become a more confident taxpayer!

 

Money & My Honey - Estate Planning

November 13, 2017

6:30p - 7:45p Eastern Standard Time

Money & My Honey is 4 parts (come to one or more or all four) and it’s all about helping couples get on the same page when it comes to being familiar with the family’s finances. It’s designed to be somewhat basic in content but cover the essential information that can lead to both spouses feeling more comfortable and confident. It’s important not only for handling finances together now, but for being able to carry on financially without the other in the event of incapacity or death. This week's discussion will cover some important basics of estate planning, in particular how to more effectively plan for those you love and what it is that matters most to you. We'll also explore ways you can make charitable giving more satisfying (and tax-efficient!) Register (REQUIRED) for all four sessions or just the sessions of particular interest. Think of it as an afternoon "date night" that will have a lasting positive impact!

Event Registration

Thank you!

Error processing your request. Please try again at a later time.