Everwell Master Classes
A Webinar Series For Personal Finance
We are pleased to announce a series of new and exclusive virtual master classes designed to empower you with essential insights and tips for a confident financial future. Covering a diverse range of topics including retirement planning, general financial planning, and navigating a divorce, Danielle Lucht, RICP®, CDFA® will guide you through each transformative session revealing essential steps to help you make well-informed financial decisions.
Mastering Your Personal Finances
Starts January 9th
Designing Your Retirement
Starts September 26th
Money & Divorce
Starts February 13th
Share this opportunity with your family and loved ones, you’ll not only empower them to take control of their financial futures but also strengthen our community of financially savvy individuals. Don’t miss out on this chance to learn and grow. Knowledge is power, and we’re here to support you on your financial journey.
Mastering Your Personal Finances
Start the new year with a powerful resolution to take control of your financial journey. We’ll show you how to balance YOLO/FOMO while still saving for your future self. Over these 5 eye-opening sessions we’ll guide you on how to gain control of your day-to-day finances and how to prepare for the unexpected. This empowering opportunity will unlock the tips you need for a solid financial foundation.
Schedule
Jan 9, 2024 6:00 PM
Jan 16, 2024 6:00 PM
Jan 23, 2024 6:00 PM
Jan 30, 2024 6:00 PM
Feb 6, 2024 6:00 PM
Money & Divorce
We understand the profound emotional and financial challenges that come with navigating a divorce. Each staff member of Everwell Financial including host Danielle Lucht, RICP®, CDFA®, has personally experienced the daunting journey of divorce and will approach the topic with unwavering support and guidance.
By the end of the course, you will receive a holistic financial strategy that is personalized to your needs without overwhelming you. We will delve into crucial topics, such as financial clarity and strategy, data collection and analysis, expert negotiation support, and post-divorce financial planning, ensuring you make well-informed decisions that will shape your financial future.
Schedule
Feb 13, 2024 6:00 PM
Feb 20, 2024 6:00 PM
Feb 27, 2024 6:00 PM
Mar 5, 2024 6:00 PM
Designing Your Retirement
Discover the secrets to a successful retirement as we guide you through the essential steps to secure your financial future. Over the course of 5 sessions, we’ll take a deep dive into topics such as social security, healthcare, minimizing taxes, and how to make the most out of your retirement accounts.
Schedule
Sep 26, 2023 6:00 PM
Oct 3, 2023 6:00 PM
Oct 10, 2023 6:00 PM
Oct 17, 2023 6:00 PM
Oct 24, 2023 6:00 PM
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