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Appearances
Susan and Caitlin have a passion for helping other women advance financially.
Check out a few of their past engagements!
Presentations
Articles
Book a Presentation
Group Presentations
Price Varies | Depending on topic and duration
We are available to give presentations on:
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Investment Strategies to Lower Your Tax Bill
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Setting Up a Diversified Investment Portfolio
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What Type of Real Estate is Right for You?
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How to Get Started Investing in Real Estate Out-of-State
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Optimizing Your Tax Strategy
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Paths to Achieving Financial Freedom
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I Retired Early, Now What?
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Investing 101 for Women
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Uncovering Your "Why" and Adopting a Growth Mindset Around Money
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Rediscovering Your Identity in Retirement
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