PST

Online Webinar

Your dad doesn’t bounce out of the recliner quite as quickly. Your mom breezily answers your tentative questions: “Oh, we’re fine, now don’t you worry.” Your parents have always said they’d love to support your kids’ college, but it gets slippery when you ask if they’d like to contribute to a 529 plan today. At the same time, you read headlines about seniors ruined by financial scams, or have friends unwinding complex probate administration. God forbid, if there was a stroke or heart attack tomorrow, what would you do?

Before you head home for the holidays, join financial advisor Hannah Farrow for a compassionate, tactical discussion of the conversations you need to have with your parents about financial affairs and their wishes for end-of-life – while protecting their dignity. 

Can’t make it this time? All registrants will receive a recording of the session, but we invite you to attend the live session to ask questions and download the accompanying hand-outs.

PST

Online Webinar

You’ve saved your emergency fund (and then some), you don't think about your student loans anymore, and you're maxing out your 401(k). You may have the new, strange feeling of wondering if you're sitting on too much cash – or maybe it's not a feeling; you know you are. So what’s next?

Join RightWise Wealth for a lively discussion about how you can take your financial goals to the next level through investing, insurance, and more.

PST

Online Webinar

Your dad doesn’t bounce out of the recliner quite as quickly. Your mom breezily answers your tentative questions: “Oh, we’re fine, now don’t you worry.” Your parents have always said they’d love to support your kids’ college, but it gets slippery when you ask if they’d like to contribute to a 529 plan today. At the same time, you read headlines about seniors ruined by financial scams, or have friends unwinding complex probate administration. God forbid, if there was a stroke or heart attack tomorrow, what would you do?

Before you head home for the holidays, join financial advisor Hannah Farrow for a compassionate, tactical discussion of the conversations you need to have with your parents about financial affairs and their wishes for end-of-life – while protecting their dignity. 

Can’t make it this time? All registrants will receive a recording of the session, but we invite you to attend the live session to ask questions and download the accompanying hand-outs.

PST

Online Webinar

Working in VC, you may make millions next year -- or maybe that's actually three years from now, or maybe it won't happen at all. You take high-risk gambles with other people's money, and then come home to your own more mundane considerations. And you probably needed to start thinking about taxes... yesterday?

Join Caitlyn Driehorst and Hannah Farrow for a lively discussion not only of some of the tactical considerations for creating and guarding your personal wealth while building a career in VC, but also for some of the paradigms and priorities you can bring to an exciting and uncommon path.

PST

Online Webinar

California: the smell of redwood trees, the rocky cliffs long Highway 1, the swaying palm trees and legendary beaches. Your home is the main character in stories told around the globe. You know you pay for this privilege with housing – but how else? 

Join financial advisor Hannah Farrow – longtime Sunnyvale resident, CFP certificant, and former Apple employee – for a breakdown on what exactly people are complaining about when they talk about the “People’s Republic of California.” 

We’ll cover taxes (income taxes, capital gains, QSBS), home insurance, investing (including tax quirks for 529 education withdrawals) – and how you can think strategically about these factors in your life. 

Whether you are pretty fluent in personal finance or just tend to nod your head with pretend confidence when conversations shift to taxes, we’ll speak to you in this informative and actionable session. 

PST

Online Webinar

Join us for a thirty-minute overview of RightWise Wealth's Ambassador program and its application process, and then stick around for an open Q&A. 

Interested in the content but can't make this time? Register for the event and you'll receive a copy of the recording afterwards. 

PST

Online Webinar

Welcome to the wild world of behavioral finance, where your brain plays tricks on your wallet! 

Despite the budget apps you download or the “money dates” you schedule with your partner, you can't shake the feeling that your money has a mind of its own.

Ever wonder why you can't resist that "limited time offer" but struggle to save for retirement? Or why you're more excited about your free company swag than your actual compensation package? You're not alone in this financial twilight zone.

It's time to hear from someone who's been in the trenches and has the academic chops to back it up. Hannah Farrow brings a wealth of experience that spans from studying neuroscience at MIT to navigating the fast-paced world of tech, and now to the intricate realm of personal finance as a CFP Certificant®. As a former tech PM who juggled RSUs and ESPP Hannah has gained invaluable insights from both sides of the financial spectrum. Her diverse background allows her to bridge the gap between complex financial concepts and real-world applications, offering a fresh and practical approach to understanding our relationship with money.

In this session, we'll dive into the psychology behind your money moves, debunk some financial planning urban legends, and arm you with practical strategies to outsmart your own brain. 

Whether you're trying to build an empire or just want to stop impulse-buying things you don't need, this crash course in behavioral finance will be your secret weapon.

Get ready to hack your brain, boost your wealth, and maybe even have a laugh at our collective financial foibles. Let's turn those quirky money habits into your superpower!”

PST

Online Webinar

Working in VC, you may make millions next year -- or maybe that's actually three years from now, or maybe it won't happen at all. You take high-risk gambles with other people's money, and then come home to your own more mundane considerations. And you probably needed to start thinking about taxes... yesterday?

Join Caitlyn Driehorst and Hannah Farrow for a lively discussion not only of some of the tactical considerations for creating and guarding your personal wealth while building a career in VC, but also for some of the paradigms and priorities you can bring to an exciting and uncommon path.

PST

Online Webinar

Your dad doesn’t bounce out of the recliner quite as quickly. Your mom breezily answers your tentative questions: “Oh, we’re fine, now don’t you worry.” Your parents have always said they’d love to support your kids’ college, but it gets slippery when you ask if they’d like to contribute to a 529 plan today. At the same time, you read headlines about seniors ruined by financial scams, or have friends unwinding complex probate administration. God forbid, if there was a stroke or heart attack tomorrow, what would you do?

Before you head home for the holidays, join financial advisor Hannah Farrow for a compassionate, tactical discussion of the conversations you need to have with your parents about financial affairs and their wishes for end-of-life – while protecting their dignity. 

Can’t make it this time? All registrants will receive a recording of the session, but we invite you to attend the live session to ask questions and download the accompanying hand-outs.

PDT

Online Webinar

Catfishing, pig butchering, invoice fraud: it’s no longer your grandmother’s Nigerian prince email forward. Frauds are increasingly sophisticated, and the impact on your finances – or those of your parents or grandparents – can be significant. Even tech-savvy Millennials have learned they accidentally wired their down payment funds to someone who silently hacked their realtor’s inbox months ago, or couldn’t distinguish between real and false blackmail threats. 

Join financial advisor Hannah Farrow for an overview of common scam types, some common-sense measures that can protect your interests, and suggestions for how you can bring this touchy topic up with your parents and grandparents, without hurting their dignity. 

PDT

Online Webinar

You’ve saved your emergency fund (and then some), you don't think about your student loans anymore, and you're maxing out your 401(k). You may have the new, strange feeling of wondering if you're sitting on too much cash – or maybe it's not a feeling; you know you are. So what’s next?

Join RightWise Wealth for a lively discussion about how you can take your financial goals to the next level through investing, insurance, and more.

PDT

Online Webinar

Your mother says this should be a magical time. The thought leadership seems divided between “investors would be correct to avoid you” and “your pre-revenue startup should benchmark its maternity benefits against Sweden’s.” Your husband and your clients seem aligned in polite, nervous concern. Your OB brightly suggests avoiding stress. And somehow before Tuesday, you need to launch this new module, approve those expense reports, and also figure out if the Keekaroo Peanut is worth $180. The CEO is pregnant; you are the CEO. 

Host Caitlyn Driehorst leads RightWise Wealth and is expecting her first child in December. Join her for a real-talk conversation with two CEOs who have done this before (and apparently survived).

Expect tactics, honest, reassurance and commiseration across pregnancy, maternity leave, fourth trimester and beyond. We welcome those currently expecting, recently expecting and expecting to expect. 

Please plan on attending the live session to benefit from this content. Due to its personal nature, a recording will not be shared afterwards. 

NB: Pregnancy status is sensitive for many women. Our webinar platform does not display names or faces for those who join; your name and email are known only to organizers and not shared. Questions can be submitted anonymously.

PDT

Online Webinar

Join us for a thirty-minute overview of RightWise Wealth's Ambassador program and its application process, and then stick around for an open Q&A. 

Interested in the content but can't make this time? Register for the event and you'll receive a copy of the recording afterwards. 

PDT

Online Webinar

There’s so many questions when you get engaged: is it sacrilege to offer a chocolate cake? Why do you need to order the dress six months in advance? And if you did get divorced – and you won’t, but let’s say you did – would you end up with half your spouse’s debt from grad school? 

We can’t help you plan your wedding (though chocolate cake sounds fine?) but we can help you understand the financial implications of The Biggest Decision of Your Life. 

We’ll start with education and then move into action items across prenups, joint and separate assets, and how filing your taxes changes when you get married. Our goal is that you’ll walk away understanding the financial implications of walking down the aisle. 

Can’t make it this time? All registrants will receive a recording of the session, but we invite you to attend the live session to ask questions and download the accompanying hand-outs.

PDT

Online Webinar

Working in VC, you may make millions next year -- or maybe that's actually three years from now, or maybe it won't happen at all. You take high-risk gambles with other people's money, and then come home to your own more mundane considerations. And you probably needed to start thinking about taxes... yesterday?

Join Caitlyn Driehorst and Hannah Farrow for a lively discussion not only of some of the tactical considerations for creating and guarding your personal wealth while building a career in VC, but also for some of the paradigms and priorities you can bring to an exciting and uncommon path.

Online Webinar

What are the money moves you need to make sure that you're taking care of their financial needs and your financial needs, and protecting the new layers of risk that exist in your life?

Join us for a lively discussion of five important money moves to make when your children are young.

Online Webinar

You’ve saved your emergency fund (and then some), you don't think about your student loans anymore, and you're maxing out your 401(k). You may have the new, strange feeling of wondering if you're sitting on too much cash – or maybe it's not a feeling; you know you are. So what’s next?

Join RightWise Wealth for a lively discussion about how you can take your financial goals to the next level through investing, insurance, and more.

Online Webinar

What are the money moves you need to make sure that you're taking care of their financial needs and your financial needs, and protecting the new layers of risk that exist in your life?

Join us for a lively discussion of five important money moves to make when your children are young.

In-Person Event

Come say hello at our booth at Fit4Mom’s annual “Celebration of Moms” in Downtown Summerlin! We are so happy to return this year to be part of a fantastic event.

Online Webinar

What are the money moves you need to make sure that you're taking care of their financial needs and your financial needs, and protecting the new layers of risk that exist in your life?

Join us for a lively discussion of five important money moves to make when your children are young.

Online Webinar

You’ve saved your emergency fund (and then some), you don't think about your student loans anymore, and you're maxing out your 401(k). You may have the new, strange feeling of wondering if you're sitting on too much cash – or maybe it's not a feeling; you know you are. So what’s next?

Join RightWise Wealth for a lively discussion about how you can take your financial goals to the next level through investing, insurance, and more.

In-Person Event

Join us in the Arts District to discuss "Come & Get It" by Kiley Reid! Snacks and refreshments provided.

Online Webinar

We’re excited to support MBB Women’s “Invest in Women” month by leading a discussion on understanding and calibrating investment risk

Online Webinar

What are the money moves you need to make sure that you're taking care of your children’s financial needs and your financial needs, and protecting the new layers of risk that exist in your life? Join us for a lively discussion of five important money moves to make when your children are young.