Take Aways
We are so fortunate that many fabulous speakers have shared their time and talents with our members, we feel it is imperative to post summaries of their great information and valuable advice for everyone’s benefit.
The Equifax Security Breach
Recent news that Equifax's database has been hacked, exposing the highly personal and confidential information of at least 143 million people in the U.S. is cause for alarm. We are sharing the following information for our FWCEL Members to protect themselves. We thank...
read moreDisaster Planning—5 Things to Put in Your Financial Emergency Kit
The following article is being reprinted with permission by FINRA --- FINRA is dedicated to investor protection and market integrity through effective and efficient regulation of broker-dealers. FINRA is not part of the government. FINRA is a not-for-profit...
read moreMaking the Complex Simple: How the Financial Industry Works and What They Don’t Tell You
Mark Renz, CFA, CIO, Socius Family Office socius / ‘so.ci.us / noun 1. partner, sharer; 2. companion, associate; 3. ally, confederate The financial industry is not structured in a way to empower us to make better decisions for ourselves or our financial lives. The...
read moreThinking Strategically About Divorce – What Women Need to Know About Protecting Themselves
Certified Divorce Financial Analyst, Melissa Gannon shared with us how women can navigate the financial issues of divorce. Financial empowerment starts with having your own financial identity. Even if your financial position is not what you would like it to be, having...
read moreFAMILY FINANCES: The Importance of Inter-Generational Conversations
We had a wonderful young woman who is blazing her path in the Financial Services industry present "Women Rock Their Finances". She shared with us a gift her family gave her when she was still in grade school. Her parents gave her the gift of "Honesty". Yes, honesty....
read moreKey Questions to Ask Your Financial Advisor
“If you do not ask the right questions, you do not get the right answers.” Edward Hodnett. Statistics show that 75% of the future wealth will be controlled by women yet 86% of women don’t know how to invest or choose a financial service. The good news is that by...
read morePasswords and Financial Security
Cyberspace is this era's greatest engine of change with its vast quantity of data available at the stroke of a key. But you must be serious about safeguarding your personal and confidential information online. To use the internet in a more secure manner it is critical...
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