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Recording now available! View this 1-hour workshop designed to help you gain the confidence and skills needed to manage your personal and family finances. Led by women, for women, this workshop will provide the foundational knowledge needed to navigate managing your money, investing, insurance, and more.

Women wear many hats, from career professionals and entrepreneurs to caregivers and community leaders. Each role comes with its own set of challenges and rewards, and it’s important to acknowledge and support women in all of these capacities. Our goal is to empower you to be an active and informed participant in your (and your family’s) financial future. 

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Creating a plan that fits your lifestyle and goals

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The basics of investing, and how to get started

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Insurance essentials: protecting your family

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Smart strategies for savings

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Planning for a future of financial independence

Presented By:

Kate Sussman
Financial Advisor

Vita Financial

Wendy Wilson
Implementation Specialist

Vita Financial

Catherine Bonnet
Stay-at-Home Mom

Bonnet Corp

Jennifer Perri
Founder and CEO

SHERO

Equip yourself with the knowledge and confidence to make 2025 your best year yet.

Stay tuned for more Vita Financial workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.