INSIGHTS

We’ve been taught that investing and personal finance are a math-based field; an arena ruled by logic. Where data, and tables, and formulas (oh my!) reign supreme. But in the real-world, decisions aren’t made by spreadsheets. They are made by people whose thoughts, feelings, and emotions blur the line between what’s right, and what’s right for us. And our success with money becomes less about what we know, and more about how we behave.

This event has already occurred.While women are confident in many areas of their financial lives, they have historically felt less confident or no confidence when it comes to investing. Why? Sarah Charles begins with the question “What is confidence?,” a question that Kitty Kay and Claire Shipman set out to answer in their New York Times bestselling book The Confidence Code. She then takes the lessons learned from The Confidence Code and applies them to the basic principles of investing on the hopes that more women will answer “Yes” when asked: are you confident when it comes to investing?VIEW WEBINAR RECORDING HERESpeaker:Sarah Charles, CSRIC™, AIF® / Director of Business Strategy, Sr. Financial Advisor, DHG Wealth AdvisorsDate: November 1, 2021Time: 2:00 PM - 3:00 PM ESTCPE: 1 hour CPE, pending approvalCPE Information: CPE Credit: One hour of CPE (pending approval) Delivery Format: Group Internet Based Prerequisites / Advanced Preparat...

Retirement is changing, and chances are, your golden years are going to be very different than your parents’ or grandparents’. Prepare yourself for the challenges and opportunities of the new retirement landscape with this interactive workshop. DHG Wealth Advisors will show you how to get the best retirement possible with the money you have.

This event has already occurred.The National Woman’s Law Center has reported that female workforce participation has dropped down to 57% since the beginning of the COVID-19 pandemic.Emerging stronger from the COVID-19 pandemic is top of mind for everyone. One of the biggest upcoming challenges is women returning to the workplace. Whether you are going fully back in the office, a hybrid work situation, plan to stay fully remote or are planning on re-joining the workforce we will discuss best practices and tips.Date: September 21, 2021Time: 2:00 PM – 3:00 PMSpeakers: Sarah Charles, CSRIC™, AIF® / Director, Financial Advisor, DHG Wealth Advisors Alice Grey Harrison, APR, Corporate Communications Leader, DHG Shannon Brown, Business Development Executive, DHG Deneen Keegan, CPA, Assurance Senior Manager, DHG Katherine Johnson, Executive Assistant, DHGWATCH HERE

Navigating the professional world as a woman comes with its own unique set of challenges. Join DHG’s team members for insights into how to find positions that best fit your needs and how to grow your career.

Many feel the biggest mistakes people make with their money are things like not having enough saved for retirement, not having a long-term approach to investing or not having a financial plan.

This event has already occurred.A panel of DHGWA financial advisors discussed basic financial principles and the foundations of investing, so that you have the knowledge you need to manage your personal finances with confidence!Date: May 27, 2021Time: 11:00  AM - 12:00 PM ESTPanelists: Amy Manning, CFP, Financial Advisor, DHG Wealth Advisors (Moderator) Suzanne Holbert, CPA/PFS, Director, Vice-President, DHG Wealth Advisors Ashley Israel, CPS/PFS, CFP, Director, Financial Advisor, DHG Wealth Advisors Ellen Lindh, Financial Advisor, DHG Wealth AdvisorsVIEW RECORDINGClick here to register for upcoming DHG Wealth Advisors’ Women, Wealth & Work webinar series.

Are you nearing 65 and confused about signing up for Medicare? Are you overwhelmed by the brochures in your mailbox and the choices you have to make? Signing up for Medicare is a major milestone– which is why it’s important that you understand the landscape so you can make informed and educated decisions that are right for you.  

A joint webinar from DHG Wealth Advisors and DHG Tax targeted towards small business owners such as sole proprietors and flow through entities. We will be focusing on the perspective of the individual who owns the business, not the business itself.

COVID-19 has disrupted the construction industry with lasting impacts on operational and financial performance. As the market continues to reshape and evolve, businesses must consider the risks and opportunities to successfully transition into the future.