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FINANCIALLY EDUCATED WOMEN (FEW)

A HARVEY INVESTMENT MANAGEMENT, INC. PASSION PROJECT

At Harvey Investment Management, Inc., we strongly support women who are interested in learning more about how to manage their finances.

Our goal is to help educate women of all ages, no matter their experience or knowledge, about financial matters. We understand that for many, there may be an intimidation factor about taking on such a weighty topic, but we began this endeavor in earnest in 2014 and quickly learned that many women want to better understand and take increased control over their financial lives.

We offer our seminars in a casual and relaxed atmosphere, so that the attendees can not only learn from our guest speakers and advisors, but also from each other. We may be in different stages of life, but we can all offer valuable perspective. Often, we are faced with unexpected losses or changes in our lives that dramatically impact our finances. Our goal is to help our clients through these transitions smoothly, so they do not feel they must do it all on their own.

While most of our seminars are designed with women in mind, we open certain events to everyone. We enjoy offering this complimentary, beneficial service for our community members.

Financially Educated Women
WOULD YOU LIKE TO BE INVITED TO OUR NEXT WOMEN’S SEMINAR?
EMAIL US
Financially Educated Women

DO ANY OF THESE RESONATE
WITH YOUR BELIEFS?

  • I would like to become more financially savvy this year.
  • I no longer want to feel intimidated by finances and investing.
  • I want to figure out how to retire early or turn my life goals into reality.
LEARN MORE

Did you know that we blog in an effort to educate both clients and non-clients on financial principles?

Check out our
"Wealth of Knowledge"

PAST WOMEN'S SEMINAR TOPICS

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 would love to hear your ideas about future seminar topics. As always, we encourage your financial questions, whether you are a client or a prospective client. If you would rather discuss your questions one on one, please contact us at 719.960.0970 or HIM@RIAGroups.com.