The Purseinall Finance Series -  Every Wednesday Evening and Thursday Morning in May

This series of four programs designed especially for those  wanting to get a solid grounding on the basics was offered in both an evening and a daytime format all during the month of May. We explored 4 areas: fundamentals of financial planning, investing, risk management and estate planning. 

WISER WEDNESDAYS SERIES  May 3, 2017 with Melissa Brett, co-Owner of Welden Hardware

Melissa shared her wisdom and experience in home maintenance, including some must-do's for homeowners. A wealth of knowledge and a great resource, she also talked about some of the ins and outs of pest control and "illuminated" us on the finer points of some important lighting issues.

WISER WEDNESDAYS SERIES  April 26, 2017 with Kelly Meuser, Mortgage Loan Advisor at Simsbury Bank

Kelly addressed financing your home and managing the value your home represents. She offered valuable insights into all areas of mortgage lending, equity lines and equity loans.

7 Things To Know About Personal Finance 4-part Series - Estate Planning on April 25, 2017

This session for women covered some of the basics of estate planning within the context of your financial plan, including the impact of titling and beneficiary designations. We also looked at ways to have more impact with charitable giving, and everyone attending received a copy of “The Generosity Plan” by Kathy LeMay.

Money With My Honey - Estate Planning on April 24, 2017

This session for couples covered some of the basics of estate planning, in particular how to more effectively plan for those you love and what it is that matters most to you. 

WISER WEDNESDAYS SERIES  April 19, 2017 with Linda Meyers, Esq., Webber & Meyers, LLC

Linda provided valuable insights into some essential-to-know legal issues around home buying, selling and ownership. She covered different types of real estate transactions and what you want to know BEFORE you make that big commitment.   

7 Things To Know About Personal Finance 4-part Series - Financial Risk on April 18, 2017

This session for women covered some of the basics around managing some of life’s most financially significant risks, as well as different types of life and long-term care insurance and how they work. investment planning, as well as different types of retirement accounts.

Money With My Honey - Cash Flow Planning on April 17, 2017

This session for couples covered some of the basics of cash flow management and explore making the most of the resources you have.

WISER WEDNESDAYS SERIES  April 12, 2017 with Kris Barnett, Berkshire Hathaway Home Services

Kris offered guidance around the process of preparing your home for sale, what you need to pay attention to and how to deal with all that you've accumulated over the years. She also offered some advice about what to look for in a new home and how to make sure that where you're going is where you'll really be happy.  

7 Things To Know About Personal Finance 4-part Series - Investments on April 11, 2017

This session for women covered some of the basics of investment planning, as well as different types of retirement accounts.

Money With My Honey - Investment Planning on April 10, 2017

This session for couples covered some of the basics of investment planning, as well as different types of retirement accounts.

WISER WEDNESDAYS SERIES  April 5, 2017 with Christina Beebe, Owner of God's Green Earth & Master Gardener

Creating and sustaining gardens and landscapes that fit your lifestyle, needs and values was the subject of Chris's talk. She shared wonderful ideas for ways to bring beauty, joy and value to your home through outdoor spaces that reflect what's important to you.  

Money With My Honey - Financial Planning on April 3, 2017

This session covered some of the basics of financial planning, what it is and what you need to get started.

AARP's popular Life Reimagined Program - Afternoon Session on March 7, 2017 and Evening Session on March 14, 2017 

These sessions offered powerful tools, practices and insights that can help women through decisions in the biggest areas of their lives, like careers, relationships, health, wellness and more.

7 Things To Know About Personal Finance Series - Managing Your Cash Flow on February 28, 2017

This session covered some of the basics of managing cash flow, from creating a spending plan, to monitoring it, to improving it.

7 Things To Know About Personal Finance Series - Estate & Charitable Planning on February 21, 2017

This session covered some of the basics of estate and planning and charitable planning in the context of your financial plan, including the impact of titling and beneficiary designations. 

7 Things To Know About Personal Finance Series - Annuities & Longevity on February 14, 2017

This session covered some of the basics of annuities, the different types available and how they work, when they can make sense and when they don't. 

7 Things To Know About Personal Finance Series - Investment Allocation on February 7, 2017

This session covered some of the basics of investing, investment options and what "asset allocation" means for you.

7 Things To Know About Personal Finance Series - Risks & Insurance on January 31, 2017

This session covered some of the basics of managing some of life's most financially significant risks, as well as different types of life and long-term care insurance and how they work. 

7 Things To Know About Personal Finance Series - Financial Planning on January 17, 2017

This session explored some of the basics of financial planning, including what goes into creating a financial plan and then maintaining your plan.

WISER WEDNESDAYS SERIES  November 16, 2016 with Melissa Brett, co-Owner of Welden Hardware

Melissa shared some must-do's for every homeowner who finds herself having to take on all of the responsibility for maintenance matters large and small. As an owner of Welden Hardware, she has a wealth of knowledge about how-to, why-do and when-to, and everyone who attended came away wiser about how to be a home maintenance pro.  

WISER WEDNESDAYS SERIES  November 9, 2016 with Lynne Bossart

Lynne founded Simsbury-based Muse College Consulting, LLC to help students and their families find the right academic, social and financial college fit. The focus of this Wiser Wednesday was to understand what colleges are looking for in a high school student and how parents can best help their children become college-ready. 

WISER WEDNESDAYS SERIES  November 2, 2016 with Marilyn Douglas and Beau the 'Bassador

Marilyn enjoyed a long, successful career in Human Resource Recruiting, but there came a point when she was ready to retire. She shared her insights and experiences preparing to make retirement a more joy-filled and rewarding time of life. 

WISER WEDNESDAYS SERIES  October 26, 2016 with Melissa Hartman, CPA

Understanding the tax implications of taking money out of different types of investment accounts is really important and can make a difference on your tax returns. Melissa talked about tax-smart strategies designed to help make wiser withdrawals. 

WISER WEDNESDAYS SERIES October 19, 2016 with Susan Levine, MA, LPC

In her counseling practice, Women Reshaping Lives, LLC, Susan specializes in helping women face major life transitions. As our guest speaker, she talked about creating new beginnings through nurturing and cultivating your spirit of resiliency, and how we can grow through the process.

WISER WEDNESDAYS SERIES October 12, 2016 with Kris Barnett, Berkshire Hathaway Home Services

Kris talked about the challenges and joys to be encountered in moving from the home where you raised your family and shared so many memories to something better suited to your needs. She shared ways to prepare your home for sale and how to let go of (or just plain get rid of) what won't fit where you're going. 

WISER WEDNESDAYS SERIES October 5, 2016 with Marcia Hess, Esq., Kraner & Hess, LLC

Careful estate and long term care planning can help to ensure that you have the assistance you need to remain in the community with care for as long as possible. Marcia explained the important legal documents that every senior should have in place, the availability of programs to help pay for care and the strategies possible for the protection of assets.