WEBINARS
December 18, 2020
Women Who Play To Win Summit with Michelle Smith and Ellen Leikind NEW
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Ellen Leikind – Founder and CEO PokerDivas
November 24, 2020
Financial Wellness with Michelle Smith & Erika Wasserman NEW
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Erika Wasserman – Founder, Your Financial Therapist
October 30, 2020
Divorce Financial Tips with Katherine Miller & Michelle Smith
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Katherine Miller – Founder, Miller Law Group
October 16, 2020
Mastering Your Money Series with Patrick
What Do The (Mutual Fund) Stars Say?
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
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, and founder of Wife2CFO
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, and founder of Wife2CFO
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, and founder of Wife2CFO
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, and founder of Wife2CFO
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, and founder of Wife2CFO
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, and founder of Wife2CFO
Andrea Vacca Vacca Family Law Group