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Women, Money and Wisdom – An Educational Event for Women Only

April 25 @ 6:30 pm - 7:30 pm


Join us for an evening of Women, Money, and Wisdom. It’s never too late to start. Seating is limited, reserve yours today!

Wine and appetizers will be served.

Compared to the generation of women before you, you are more educated, earn significantly higher income and assume a more powerful role in the workplace. Come learn why you need a strategy and how you can be empowered to always have enough.

Attend this fun, free RetireSimplyTM workshop to:

*Learn why you need a strategy.

*Gather ideas that help you take action for your future!

*Learn about our exclusive, easy-to-understand retirement planning approach.

Topics we will discuss:

*Tax Basics (401k, IRA, roth, 403b, roth 401k, SEP, TSP, etc)- don’t pay too much!

*Income Planning (social security, railroad retirement, TRS, pension, spend sequence)- don’t run out of money!

*How to take advantage of today’s stock market – and don’t lose it all!

*Basic Financial Literacy (for women by women).

*How to make sure rising healthcare costs derail your retirement!

*Practical and Immediate Actionable Items.

*These topics and So Much More – Look forward to seeing you there!

* This event is intended for women who have investable assets of $250k or more.


Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No, our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

A re men allowed to attend this event? No, this is a women’s exclusive event.

Investment advisory services are offered through Foundations Investment Advisors, LLC, a SEC registered investment advisor.


Farina’s Winery & Cafe
420 South Main Street
Grapevine, 76051 United States
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