WEBINARS

July 10, 2020

Mastering Your Money Series with Patrick NEW


Deconstructing Gold’s Shining Moment…and Why it Matter$


Michelle Smith
CEO, CDFA, Source Financial Advisors


June 23, 2020

Source Financial Advisors Mastering Your Money/IMPACT Edition featuring special guest Jay Lipman, Ethic Investing NEW


Michelle Smith
CEO, CDFA, Source Financial Advisors


Jay Lipman
Co-founder & President, Ethic Investing

June 16, 2020

Discovering how to Align Passion With Purpose for your Post Divorce Endeavors NEW


Michelle Smith
CEO, CDFA, Source Financial Advisors


Sheilah Crowley
CEO, The Summit

June 4, 2020

Master Your Financial Future – An Introduction to the Wife2CFO Platform NEW


Michelle Smith
CEO, CDFA, Source Financial Advisors


Elise Pettus
Founder, Untied

May 29, 2020

Mastering Your Money Series with Patrick NEW


How Credit Card and Other Debt Can Be An Investment Opportunity

May 15, 2020

Mastering Your Money Series with Patrick


Market Clichés – Fact or Fiction, and Should We Pay Attention to Them

May 8, 2020

Mastering Your Money Series with Patrick


Price Earnings Ratio

Apr 15, 2020

Money, Divorce and Coronavirus


Elise Pettus
Founder, Untied


Michelle Smith
CEO, CDFA, Source Financial Advisors


Andrea Vacca
Vacca Family Law Group