Wealth Coworking Session // April 2025
RSVP for our next monthly Wealth Coworking Session to stay accountable to your to-do list. From getting clear on your financial picture to planning for family support and investing in yourself, our facilitators will support you in setting meaningful goals and making progress—your way.
Ask Me Anything Session // April 2025
Join us for our next private Ask Me Anything Session with Gloria Garcia Cisneros, CFP, and our Head of Culture & Community, Berna Anat.
Submit your questions live or in advance via our Private Members Mailbox! Or, simply watch and learn. :)
Wealth Coworking Session // March 2025
RSVP for our next monthly Wealth Coworking Session to stay accountable to your to-do list. From getting clear on your financial picture to planning for family support and investing in yourself, our facilitators will support you in setting meaningful goals and making progress—your way.
Ask Me Anything Session // March 2025
Join Stephanie Olano, Financial Trauma Coach, and Berna Anat, Head of Culture & Community, for an Ask Me Anything Session focused on the unique financial journeys of first-generation wealth builders. We'll cover topics like financial anxiety, healing from financial trauma, setting boundaries with loved ones, and redefining wealth as a neurodivergent breadwinner. Submit questions live or in advance, or simply watch and learn!
Wealth Coworking Session // Feb 2025
RSVP for our next monthly Wealth Coworking Session to stay accountable to your to-do list. From getting clear on your financial picture to planning for family support and investing in yourself, our facilitators will support you in setting meaningful goals and making progress—your way.
Wealth Coworking Session // Jan 2025
RSVP for our next monthly Wealth Coworking Session to stay accountable to your to-do list. From getting clear on your financial picture to planning for family support and investing in yourself, our facilitators will support you in setting meaningful goals and making progress—your way.
Wealth Coworking Session // Dec 2024
Wrap up the year with our last Wealth Coworking Session of 2024 designed to help you tackle your end of year first-gen financial to-dos. From overcoming decision paralysis to planning guilt-free giving or treating yourself, this session is all about closing out the year gently strong.
Wealth Coworking Session // Nov 2024
RSVP for our next monthly wealth coworking session to stay accountable to your to-do list. Our facilitators help you organize your goals and find support on first-gen financial decisions. Like… after months of procrastination, you could finally tackle that insurance research with a little community assist. Or, use this session as a space for support on bigger decisions—like strategizing how you’d like to stay engaged post-election to support and influence progressive change.