AllGen Financial is hosting a 4-week virtual financial workshop, on Thursdays, designed specifically for women. We’ll cover money basics, investing fundamentals, tax essentials, and how to navigate the different seasons of your financial life with purpose. You’ll leave with practical tools, a personalized plan, and the confidence to make informed financial decisions at every stage.

Led by Karen Vergara, CPA and Financial Advisor, this interactive workshop will offer a safe space where no question is too simple. We will cover the following topics:

Session 1: Foundations of Money
Learn to build strong financial with the basics.  We’ll explore how to align money decisions with your values, create a sustainable budget, and understand key financial terms that form the backbone of wealth management.

Session 2: Investment Fundamentals
Demystify investing and discover how to grow your money with confidence. You’ll learn the difference between stocks, bonds, and mutual funds. We’ll cover the power of compound growth, risk tolerance, and practical steps to get started, even if you’ve never invested before.

Session 3: Taxes Simplified
Taxes don’t have to be intimidating. In this session, you’ll understand how taxes work, what deductions and credits women whether employed, self-employed or retired often overlook, and how to keep more of what you earn. We’ll also touch on smart year-round strategies to reduce surprises come tax time.

Session 4: Seasons of Money for Women
Your financial needs evolve through life’s seasons such as career transitions, marriage, motherhood, caregiving, or planning for retirement. This session helps you plan, make better money choices, and prepare for whatever comes next.

We would love for you to join us and invite another woman who could benefit from this conversation.