An educational seminar series to empower women and provide confidence in areas of finance, investing, insurance, income taxes & estate planning.

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Your journey to savvy financial confidence!

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Recent Meetups

  • July 12, 2011 at 5:00 PM, 29 Savvy Women attended

    Components of an Estate Plan

    They rated it 5.00 5.001 (1 ratings)

    Topics related to Estate Planning and Trusts are aimed to help you: Explore if setting up a trust is right for you Review the implications of not having a will... Learn more

  • May 10, 2011 at 5:00 PM, 21 Savvy Women attended

    The Necessity of Social Security Planning

    They rated it 5.00 5.002 (2 ratings)

    “

    Comments we received from attendees include "Excellent!", "Very clear, great examples! ...

    —MEI AU, CPA, CFP(R)

    “

    Mei is a social security expert, and her presentation reflected her knowledge.

    —Kylie Kotowski

See all past Meetups

What's new

  • New Member
    Jackie Jackie joined
    November 4, 2011 at 8:00 AM
    Jackie
    "Hi, I was divorced after 35 years of marriage and now I'm on my own with a lump sum of money I need to learn how to invest."
  • New Member
    Beverly Elgin Beverly Elgin joined
    October 29, 2011 at 12:57 PM
    Beverly Elgin
    "Hi, my name is Beverly Elgin. I work with Merchant Services, PA affiliated with Money Tree Merchant Services. I am new to the Greenville area."
  • New Member
    Dawn Scott Dawn Scott joined
    October 26, 2011 at 11:15 PM
    Dawn Scott
    "Excited to gain wisdom & wealth along with a few good friends!"
  • New Member
    CatherineS CatherineS joined
    September 16, 2011 at 11:20 PM
    CatherineS
    ""the women in this room are lotuses in a sea of life" from TEDWomen speaker Joan Halifax. Thank you Mei for opening this room. Looking forward to gaining a wealth of wisdom."
  • New RSVP
    MEI AU, CPA, CFP(R) MEI AU, CPA, CFP(R) RSVPed Yes for Planning for Long Term Care Costs & Insurance
    September 8, 2011 at 12:16 PM
    MEI AU, CPA, CFP(R)
    Sep '11 13
    Planning for Long Term Care Costs & Insurance
    Tuesday 5:00 PM
  • New Member
    Jennifer Jennifer joined
    July 28, 2011 at 6:23 PM
    Jennifer
    "Hello, ready to get to know you all and grow! ;0 Jen"
  • New Member
    audra audra joined
    July 25, 2011 at 3:32 AM
    audra
    "Id love to meet other women with similar interests."
  • New Member
    Connie Black Connie Black joined
    July 19, 2011 at 11:03 PM
  • New Rating
    Kylie Kotowski Kylie Kotowski attended Components of an Estate Plan
    July 13, 2011 at 8:13 AM
    Kylie Kotowski

    "28 Savvy women attended the seminar and it made for the perfect size crowd to discuss a complex topic like estate planning."

    Read more…
  • New RSVP
    Macy Locke Macy Locke RSVPed Yes for Components of an Estate Plan
    July 11, 2011 at 12:35 PM
    Macy Locke
    Jul '11 12
    Components of an Estate Plan
    Tuesday 5:00 PM
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