2024 WomanUp Event

WomanUP welcomes Meredith Ellison, co-founder of Quility, to talk about moving from a concept of work-life balance to work-life harmony. On March 28th from 8 to 10:30 AM, we’ll explore how this idea can shift how we approach our professional and personal lives. The traditional notion of work-life balance suggests a clear, often rigid, separation between the time and activities dedicated to work and those … Read More

2023 WomanUp Event

Join us in celebrating outstanding women in business Friday November 3 8:00 AM – 10:30 AM EST.  This fall, we will gather in the lovely, historic Grove Park Inn to make valuable connections and learn from other women who have made significant strides in their careers while offering support to others in the workplace and greater community. We’re looking forward to … Read More

Navigating the Future: Why Women Need to Prioritize Estate Planning

by Laura Webb, Founder and President of Webb Investment Services, Inc. I am in the business everyday of helping women plan for their future, but lately I have been spending time focusing on my own.  A few things have shifted in my life.  My mother passed away a year ago and I had spent much of my time focusing on … Read More

29th Annual Women’s Symposium

The 29th annual Women’s Symposium, Sept. 27-29 at the JW Marriott Orlando Grande Lakes, will be one for the books. Join the Women Financial Advisors Network for an incomparable Financial Advisor Symposium, for women advisors by women advisors. https://www.raymondjames.com/advisor-opportunities/diversity-and-networks/women-financial-advisors-network/womens-symposium

Wealth Preservation

We spend so much of our time making money. How much time are you spending protecting it? Things like healthcare expenses, identity theft, and tax consequences can threaten what you’ve worked hard to build. Let’s talk about ways we can help you safeguard against the unexpected.  Any opinions are those of Faith Doyle, Laura Webb, and Webb Investment Services Inc. … Read More

Wealth Transfer

Do you procrastinate? Come on, be honest. One of the things many people put off is making a plan to transfer their wealth after they’re gone. We get it, no one likes to think about that. But making a smart plan now, can make all the difference for your loved ones. It’s really a great gift to them. Here’s how you can get started.

How to Talk to Kids About Money

by: Faith Doyle, MBA, CFP® You know what kids think is cool? MONEY. Well, not money per se, but they really like to get new stuff, and they like what money can do for them. But how do you take this complex topic and make it make sense in kids’ minds to help them develop a healthy relationship with money? … Read More

How to Talk to Your Kids About Money

Did your parents talk to you about money when you were a kid? For most of us, the answer is no. But you have the chance to change that dynamic with your own kids. Talking to them frankly about good and bad money moves can help set them up for a lifetime of financial success. Here are a few easy … Read More

Charitable Giving

Your heart’s in the right place, but your charitable giving strategy might need to change from year to year. Get our 3 ideas to consider when it comes to giving AND potentially receiving (a tax break).

Why You Shouldn’t DIY Your Finances

Do you remember those home perms from the 80s?! I know, we’ve tried hard to forget them. But they can teach us a valuable lesson about what you should not DIY, including your finances. Here’s a look at the invaluable benefits of professional help, with a healthy dose of nostalgia.