Tompkins Financial Advisors

Women & Wellness

A Monthly Financial Roundtable Discussion

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Join Tompkins and women from our community to discuss and share experiences around financial well-being. We look forward to connecting with you each month to talk about important financial topics affecting women each and every day.

Take a look at the schedule below to learn more about the topics in our Women & Wellness Series, and register to join us.

REGISTER FOR UPCOMING SESSIONS:

JUNE 16 - COLLEGE PLANNING ESSENTIALS

WATCH PREVIOUSLY RECORDED SESSIONS:

Interested in our Women & Wellness Financial Education series but you missed a session? No worries! We have them recorded for your convenience.  

Below you’ll find a list of our previously covered topics. Simply select the topic you’re interested in to register to receive the recording. Once you register, you’ll be emailed a link to view the presentation.

  • INVESTING 101
  • MANAGING YOUR FINANCES DURING PERIODS OF UNCERTAINTY
  • FINANCIAL PLANNING: TIME TO TAKE CONTROL
  • THE ART OF BUILDING WEALTH
  • RETIREMENT PLANNING: LIVING LONGER & SAVING MORE
  • ESTATE PLANNING: MODERN FAMILIES NEED MODERN PLANNING
  • Aligning Your Investment Strategy with Your Values
  • Mortgages – What you need to know

 

Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.