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We strongly support women learning how to manage their finances.

Our goal is to help educate women of all ages about financial concepts, no matter their experience or knowledge. While some may be intimidated initially, they want to increase their confidence in handling their financial lives.

We offer our Financially Educated Women's seminars in a casual and relaxed atmosphere, so the attendees can learn from our guest speakers, advisors, and each other. We may be in different stages of life, but we can all offer a valuable perspective. Often, women face unexpected losses or changes in their lives that dramatically impact their finances. Our goal is to help them through these transitions smoothly. They know they don’t have to go through it alone.

While most of our seminars focus on women, we open certain events to everyone. We enjoy offering this complimentary, beneficial service for our community members.

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Would You Like to be Invited to Our Next Women’s Seminar?

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Does This Describe You?

  • I want to feel more confident in my investments.

  • I would like to become more financially savvy this year.

  • I want to figure out how to retire early or turn my life goals into reality.


   Learn More

Did you know that we have both a video series called "Ask The Advisor" and a blog to further educate both clients and future clients on investing principles?

Past Women's Seminar Topics

2021

  • Preparing for and Managing the Impact of Inflation

  • 2021 Market Outlook

  • Women, Money, and Power

  • Q1 Market Summary and How it Impacts You

2020

2019

  • Recent Market Changes and What They May Mean for You

2018

  • Social Security: Do You Know the Rules?

  • How to Thrive During Market Volatility

2017

  • Why We Chose to Affiliate with Resolute Independent Advisors

2016

  • Estate and Financial Planning for Women

  • Long-Term Health Care Issues

  • Tax Planning

2015

  • Part I Basic Investing (Three-Part Series)

2014

  • Financial Management for Women

  • Estate and Financial Planning for Women

We encourage your questions about financial matters and would love to hear your ideas about future seminar topics. Either call or email us your ideas. If you would rather discuss your questions one on one, please contact us at 719.960.0970 or Harvey@RIAgroups.com.

         


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Harvey Investment Management, Inc.
102 S. Tejon Street, Suite 500
Colorado Springs, CO 80903

719.960.0970

Legal & Privacy

Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor. Brokercheck.finra.org

© 2021 Harvey Investment Management, Inc.