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Past Events

Women, Wealth, & Well-being

Women, Wealth, & Well-being

Women are an often underserved community when it comes to all things finance despite the fact that most women run the finances of their household so why are we not apart of the conversation? In this hour-long event, we will explore how others relate women to money, how women relate themselves to money, and learning how to take full control of your finances in order to meet life goals. 

Presented by Jennifer Taboada from BlackRock Advisor Center; Women, Wealth, & Well-being brings a very honest look at the relationship between women and money and how a healthy financial plan can really become self-care for you and your loved ones. 

This event is for educational purposes only. 

Customer Tells: Learn How to Decode Your Customers

Customer Tells: Learn How to Decode Your Customers

Join us for Customer Tells: Learn How to Decode Your Customers. It’s presented by Adam Byard of T. Rowe Price based on the guide titled Customer Tells: Delivering World-Class Customer Service by Reading Your Customers’ Signs and Signals which focuses on how to communicate effectively and deliver exceptional customer service. This philosophy has been used to train thousands of individuals every year around the world and across a wide range of industries (clients such as PepsiCo, Disney, DirectTV). 

Learn your customer’s way of thinking, their style of communication, and how to respond appropriately to make your customers feel supported and help lead to more solid relationships. 

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Emerald Wealth is a separate entity from WRI.

Creating your best 2021 with Bonnie Moehle

Creating your best 2021 with Bonnie Moehle

Join us along with professional life coach Bonnie Moehle! Bonnie specializes in personal, relationship, and executive coaching to help people move beyond personal roadblocks in their life to embrace change and happiness.

We'll be talking about ways you can create your best new year and remove those thought processes that no longer serve you or your financial well-being.

Get ready to learn some tricks and tips that you can take into your everyday life! 

Emerald Wealth Virtual Comedy Night

Emerald Wealth Virtual Comedy Night

Come join us for a night of family-friendly fun and laughter with comedian Cyrus Steele! Feel free to invite your friends and family to this free event, everyone is welcome!

(03/21)