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Workshops and Webinars

To Be Honest : Women and Wealth Thumbnail

To Be Honest : Women and Wealth

On September 12, 2020 Kamila McDonnough, CFP® MBA spoke about the three life events that affect women and their wealth; divorce, disability, and divorce with To Be Honest.

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You received the PPP Loan, What’s Next Thumbnail

You received the PPP Loan, What’s Next

GRID 202 Partners shared the next steps small business owners should take to obtain forgiveness for their PPP loan. We were joined by experts from Access to Capital for Entrepreneurs Inc., the Women’s Business Center of Charlotte and Greenwood Capital Advisors sharing their tips on recordkeeping, how to bring back employees and rules for sole proprietors. To obtain a recording of this event, please contact us.

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Wealth Noir Webinar Thumbnail

Wealth Noir Webinar

GRID 202 Partners supported Wealth Noir with their inaugural webinar on “How to Thrive Financially During the Coronavirus Pandemic”. Attendees learned more about the CARES Act, how to allocate your portfolio to withstand market downturns, and how millennials can build their wealth even during times of crisis. To obtain a recording of this event, please contact us.

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Women and Wealth Events Thumbnail

Women and Wealth Events

Kamila McDonnough, CFP(R) presented to the Alpha Kappa Alpha, Inc. Chapter of Montgomery County, Maryland on how Women can put their wealth plan into ACTION. Participants took the Money, Power and Financial Personality Quiz, learned the wealth pyramid and the benefits of asset location.

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