Home and Financial Document Organization

2 years ago

This week, Jackie was joined by Effy Terry - A Trained Professional Organizer, Certified KonMari Consultant. They discussed home and…

Business owners, it’s time to start spring cleaning.

2 years ago

This week Jackie is back with Melissa Houston to discuss spring cleaning finances for business owners. Melissa is a speaker,…

Spring Cleaning Your Finances

2 years ago

Welcome to the month of April live community! This week Jackie and Jin are back to give us tips for…

Unique financial challenges female lawyers face

2 years ago

Jackie is back this week solo to discuss unique financial challenges female lawyers face in the course of their life.…

Taking Action: A Woman’s Perspective on Deciding To Tackle Her Finances

2 years ago

This week’s live session is one for the books! Jackie is back on with Jody, our client experience manager to…

Is there a gap in your income protection?

2 years ago

Most people recognize the need for home insurance, car insurance, and even life insurance however, many overlook the need for disability…

Knowing the difference between Tax Filer and Tax Advisor

2 years ago

As a financial planning team, we know firsthand how important it is to have strong financial professionals supporting you. One…

Conquering Women’s Fears Around Finances

2 years ago

Happy women’s history month confidante community! Jackie and Jin are back with another live episode to discuss conquering women’s fears…

Trends in Family Law

2 years ago

Jackie is back with Kavita Bhagat, Certified Family Law Specialist, to discuss trends in family law as we wrap up…

PART 2: Financial Conversations Couples Need To Have at Different Life Stages

2 years ago

Jackie and Jin are back for part 2 of financial conversation couples need to have at different life stages. This…