Proactive Wealth Process

Join Catherine and Rachel on SavvyUp as they break down the Proactive Wealth Process in a way that's fun, simple, and stress-free! In their latest workshop, they're diving deep into the four key pillars of smart financial planning—Asset Management, Liabilities, Estate Planning, and Protective Strategies. By focusing on one pillar each quarter, they make financial goals feel easy and achievable—whether it's saving for a big trip, paying off loans, or planning for your future. This year, they're shining a spotlight on Required Minimum Distributions (RMDs) to help you make the most of your retirement savings. Get ready to take control of your wealth—one step at a time! Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700