Savvy Women Wealth Management

11/03/2026

Catherine and Rachel preparing their slides for Health, Wealht & Legacy

https://savvyup.com/healthwealthlegacy

11/03/2026

Long-Term Care And Your Retirement Choices

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

11/03/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

11/02/2026

Can Inheritance Fill Your Retirement Gap?

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

11/01/2026

Early Retirement's Unexpected Expenses

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

11/01/2026

You don't wantto miss Dr. Manna Semby on November 5th.
She is a naturopath and doctor specializing in menopause and brain health. Her talk is highly impactful, relevant and enlightening.

She will be one of our featured speakers at Health Wealth & Legacy 2026 in Carlsbad.
You can sign up at savvyup.com/healtwealthlegacy

Savvy Women Wealth Management is an SEC Registered Investment Advisor

10/31/2026

Make Your Inheritance Count

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

10/31/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

10/30/2026

Know What You Inherited Before Using It

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

10/29/2026

LIVE WELL. PROSPER WISELY. LEAVE A LEGACY.

This is a photo of Sharla at her Shear Karma Salon and Holistic Healing Collective in Carlsbad. This was taken when visiting her site in preparation for our upcoming Health Wealth & Legacy Half Day Retreat on November 5th from 2-6PM.

Sharla is incredible and will be leading us through a guided meditation and mindful connection.

If you haven't already registered you can do that at savvyup.com/healthwealthlegacy.

Savvy Women Wealth Managment is an SEC Registered Investment Advisor