New workshops will be posted monthly!
Because you deserve more than a RoboAdvisor.
We host complimentary, no obligation financial literacy workshops for women. Both online and in person.
Topics include:
Investments
Insurance
Big Purchase Planning
Budgeting and Debt Management
Estate Planning
Legacy and College Saving Planning
and many many more!
Looking for additional one-on-one guidance?
Our Financial Advisory Program is just for you.
You will meet with a financial advisor to come up with a plan to meet your goals, review that plan annually, have access to your dedicated financial advisor for your questions, concerns and accountability though out your journey, as well as access to exclusive workshops and support groups.
We offer a number of financial services to help you check it off your to-do list.
Whether it is opening up an investment account, rolling over your old 401(k), setting up your child's college savings plan, taking out a life insurance policy or just review your current plan.
We can help you.
Copyright © 2018 Her Slice of the Cake - All Rights Reserved. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC. (6263 N Scottsdale Rd, Suite 140, Scottsdale, AZ 85250; 480-538-2900). Her Slice of the Cake is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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