WEBINARS

October 16, 2020

Mastering Your Money Series with Patrick NEW

 

What Do The (Mutual Fund) Stars Say?

 

Michelle Smith CEO, CDFA, Source Financial Advisors

August 21, 2020

Mastering Your Money Series with Patrick

 

Stylin’ with Style Boxes – Understanding Style Box Categorization is Useful in Determining How an Investment ‘Fits

 

Michelle Smith CEO, CDFA, Source Financial Advisors

 

July 10, 2020

Mastering Your Money Series with Patrick


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

 

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

 

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

 

Michelle Smith CEO, CDFA, Source Financial Advisors

 

Elise Pettus Founder, Untied

May 29, 2020

Mastering Your Money Series with Patrick

 

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