Learn more. Do more.

The more we know, the more we can help you know. We’re committed to offering "Power Hours" and events that provide empowerment through education. From learning about Social Security and Medicare to mapping out your financial future, retirement, and long-term care planning for your parents, we give you resources and knowledge that can help you make informed and intelligent financial decisions to take care of both you and your family. Our Women, Wine, & Wall Street Series is our signature event, with a combination of informative and entertaining speakers that will leave you better prepared to face a broad range of financial and life issues. Because to paraphrase Maya Angelou “When you know better, you do better.” 

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Previous offerings

Retirement, Social Security, Long Term Care: What you need to know

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Social Security, Medicare & Retirement: All you need to know

Speaker: Nora Yousif

Market Outlook and Key Themes

Speakers: RBC economists Janet Engels and Lindsay Strickland

Retirement, Social Security & Medicare

Speaker: Nora Yousif

Social Security

Speaker: Nora Yousif

Financial Mentor

Speaker: Nora Yousif

The Boston Club – Financial Affinity Group: College & Social Security

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Boss Lady's Toolkit: What is your brand? What is your plan?

Speakers: Nora Yousif and guests

2nd Annual Women's Business Success Summit Conference

Speaker: Nora Yousif

The WELL Summit Conference: Your Financial Wellness

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Success Using the New England Patriots Playbook

Speakers: Nora Yousif and Dion Lewis

Women, Wine and Wall Street Series: Aging Gracefully, Physically & Financially

Speakers: Nora Yousif and guest

Client Appreciation Event: Portfolio Prepared for 2017? Trends for Wealth Building

Speakers: Bob Dickey, Sean C. Gray

Your Financial Roadmap: 30s, 40s, 50s

Speaker: Nora Yousif

Keynote Address: Being in and servicing a family business

Speaker: Nora Yousif

Protect and Plan Your Social Security Lifetime Benefit

Speaker: Nora Yousif

Your Money Roadmap

Speaker: Nora Yousif

Money Mindset: Is it your goal to be a Millionaire?

Speakers: Nora Yousif, Arianna Huffington, Karen Kaplan, Kip Hollister, Jenny Johnson and more.