Succulents, Sangria and Success!

Succulents, Sangria and Success!

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We sipped on sangria, created succulent boxes that guests took with them to enjoy at home, and learned how to plant strong money roots!

Beacon Pointe’s Women’s Advisory Institute was founded in 2011 to with the intention of creating a place where women of all ages and all levels of financial knowledge could express their thoughts and questions, and to provide a service approach customized to the unique needs and circumstances of the female investor. During our most recent Prudent Purse Series Event “Succulents, Sangria and Success!” our guests took away a detailed action plan around the “50-30-20 savings rule of thumb” as well as ways to facilitate financial conversations with family members and adult children.

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“It is our mission to educate and support the women investors of today and the young investors of tomorrow.”

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