And that's a wrap! 2014 Prudent Purse Series



A sincere thank you to the ladies who joined us for our last Prudent Purse event of 2014! It was a fun night of tasty holiday dishes and thoughtful breakout sessions covering the financial life stages.

For those of you who were unable to join us, we hope to see you next time!  Our WAI mission is to educate, empower and engage women of all ages, so remember that your friends and family are always welcome to attend any of our events.  Below are some photos from last night.

Women's Advisory Institute event cooking

After our delicious food demonstration, we split into several different financial breakout sessions and covered different topics…

GETTING STARTED AND JUGGLING WORK AND FAMILY: understanding the positive impact of compounding growth, dealing with student loans and credit/debt, balancing work and time with your children, and the importance of an estate plan and life insurance as your family grows.

GETTING SERIOUS ABOUT RETIREMENT: this is the time to refine money habits and build financial muscle memory; get to know risk, not just return, and solidify a plan to know where to best save each dollar.

ENJOYING RETIREMENT: carefully make key Social Security and Medicare decisions, how to create your best retirement paycheck, key estate planning updates and how to assist your aging parents and their finances in a thoughtful way.

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Under the News & Insights tab of our website, you will find our complete “Financial Planning Through the Decades” Content Series.  Please feel free to forward any of these resources to anyone you think could benefit.

And now… that’s a wrap for the 2014 Prudent Purse Series!  Stay tuned for an update on next year’s Prudent Purse Series.  We wish you a happy holiday season full of joy, laughter, and spending time with loved ones. We look forward to seeing you in 2015!

Best Wishes, 

Beacon Pointe Advisors

Women's Advisory Institute event cooking


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