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Webinars

Women's Wealth and Legacy: A Virtual Money Circle

Join us for a private virtual money circle event designed for high-earning women, where we'll explore investment strategy, tax planning, and legacy building.

You’ll walk away with actionable tax reduction strategies, and the clarity to make your full asset picture work together toward the goals that matter most to you.

Bring a journal, a drink of choice, a quiet space, and feel free to invite anyone you feel could benefit!

RSVP Here
Virtual Women's Money Circle

money circle

Interactive Money Circle: Rebuilding Your Financial Security After Loss

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5

Legacy Planning Webinar #3: Digital Assets & Executor Preparation

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4

Legacy Planning Webinar #2: Insurance & Asset Essentials

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3

Legacy Planning Webinar #1: Laying the Groundwork – The Essentials of Legacy Planning

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HNW Youtube Thumbnails (5)

How to Stay Calm When the Market Drops

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HNW Youtube Thumbnails (4)

New Tariffs, Market Drops: What You Should Be Doing With Your Money Right Now

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Unpacking the Impact Presentation pptx

Unpacking the Impact: What a Trump Presidency Means for Your Money

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The Potential Impact of the Presidential Election on Your Financial Future (4)

The Presidential Election and Your Financial Future

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The Potential Impact of the Presidential Election on Your Financial Future (3)

Will the Upcoming Presidential Election Affect Your Portfolio? Key Insights for Investors!

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Nuveen

Francis Financial Fireside Chat: Nuveen Churchill Private Credit Fund

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complimentary consultation today

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Francis Financial

39 Broadway
Suite 1730
New York, NY 10006
(212) 374-9008

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