CATEGORY / WOMEN & WEALTH EVENTS
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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. They also touch upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
SUMMARY – Getting Financially Fit Part 3 – Virtual discussion with Robin Toft
6/10/20 – Part 3 of a virtual series for women focused on on taking control in an uncertain environment. Elisabeth Cullington is joined by Author, Entrepreneur and Executive Search Guru, Robin Toft.
11th annual “Woman of Valor” honors Janet Acheatel
Please join us in honoring Janet Acheatel for her distinction in the 11th annual – Lipinsky Family San Diego Jewish Art Festival’s centerpiece – Woman Of Valor.
SUMMARY – Getting Financially Fit Part 2 – Virtual discussion with Katherine Roy of J.P. Morgan
6/3/20 – Part 2 of a virtual series for women focused on on taking control in an uncertain environment. Elisabeth Cullington is joined by Retirement Planning Guru, Katherine Roy of J.P. Morgan.
SUMMARY – Getting Financially Fit Pt 1 – Virtual discussion with Leslie Geller of Capital Group
On May 27th Elisabeth Cullington was joined by Wealth Strategist, Leslie Geller of Capital Group. The two discussed many great steps women can & should take NOW more than ever to be in control of and OWN their financial lives. Check out the summary here.
Elisabeth Cullington hosts 3 part virtual series for women: Getting Financially Fit!
HoyleCohen Partner and Sr. Wealth Advisor, Elisabeth Cullington, is excited to host several upcoming virtual events focusing on steps women can & should take NOW more than ever to be in control of and OWN their financial lives.
Plan Well. Live Fully. A conversation with client, Lois (Loie) Gail
Our client of 30+ years, Lois (Loie) Gail, shared her story about how she has incorporated the philosophy of planning well and living fully throughout her colorful life.
Educational Video – Support Payments & Taxes
HC Wealth Managers & Financial Planners discuss changes in tax laws affecting support payments (i.e. spousal, child, etc.) and how they in turn affect an overall financial plan.
How Your Divorce Impacts Your Family as Well as Your Finances
The end of a marriage brings a firestorm of emotions. It’s not merely the end of a relationship, it’s also the end of a traditional family unit…
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