May 2022 Meeting Recap

  Sarah Samuels :: Wealth Management Advisor Meet Sara Sara Samuels, J.D., CLU, RICP, owns her own fee-based financial planning firm since July 2008, working with clients all over the country and the world. Sara specializes in working with “emerging affluent” clientele, especially those  in tech, creative arts and sales as well as closely held […]

March 2022 Meeting Recap

Jennifer Jakobsen, Certified Life and Clarity Coach for Female Entrepreneurs Meet Jennifer Jennifer Jakobsen is a certified life and clarity coach for female entrepreneurs and a Master’s Level Mental Health Therapist. She helps female entrepreneurs create clarity and confidence in their businesses and life so they can generate more cash. She does this using her […]

February 2022 Meeting Recap

{ DOWNLOAD THE PRESENTATION }   Meet Our Speaker :: Sara Chambers Sara Chambers is the CEO and Creative Director of Elly and Nora Creative, a boutique agency specializing in branding, digital content, and publicity. They focus on building and executing purpose-driven brands and love doing work at the intersection of income and impact. Graduating […]

November 2021 Meeting Recap

{Download The Workbook} Meet Our Speaker :: Staci Roccasalva Life isn’t a highlight reel: all clients aren’t a dream, all meetings aren’t necessary or productive, we all have have busy seasons at work, kids can make it feel like there is a scheduled un-happy hour everyday … layer on financial stressors and the life can […]