$40 – $70

Tri-Valley Women's Financial Education Series

Event Information

Share this event

Date and Time



Zephyr Grill & Bar

1736 1st Street

Livermore, CA 94550

View Map

Friends Who Are Going
Event description





Stacy Paradise, CRPC® Wealth Adviser and Marcy Gutierrez, Agent/Owner State Farm Insurance team up to help you plan for your families financial future! You will get insights on retirement planning vehicles, investments, college accounts, and learn how you can protect your financial well-being by being properly insured.

The Women’s Financial Education Series will help you tap into the power in you, organize your finances, set goals, create action steps, and transform your life from confusing and stressful to one of spectacular success!

It doesn’t matter where you are in your financial situation.

If you…

  • aspire to be surrounded with the knowledge and support you need to generate change.

  • AND you have an intense desire to grow and become the confident woman you know you can be

Then The Women’s Financial Education Series was created just for you!

You have the ability to choose to attend all workshops or only those you feel will benefit you the most. SEATS ARE LIMITED. Once registered for your first event you will receive an welcome packet via email and a link to our Exclusive Facebook Community!


#1 MONEY MINDSET- POWER UP YOUR MONEY- January 11, 2017- Learn about your personal Money Mindset and how you can change your money mind to change your life!

#2 FINANCIAL FITNESS/TRIM THE DEBT- February 8, 2017- Participants learn how to improve credit scores and ways to pay down debt efficiently!

#3 MORTGAGE AND REAL ESTATE- OWN THE AMERICAN DREAM- March 8, 2017- Allie Mederos and Leslie Faught team up to help you navigate the financial decisions behind buying or refinancing a home and how you can SAVE MONEY! They will answer questions like…..What steps to take you are wish to buy or sell a home? What are lenders looking for and how can you improve your status? What is PMI Insurance and do you need it? Is it wise to “buy down” your interest rate or use a “lender credit”? What are the current Real Estate Trends?….and MORE!

#4 FINANCIAL PLANNING AND INSURANCE- TIPS TO GROW AND PROTECT YOUR MONEY- April 12, 2017 – Begin planning for your families financial future and get insights on retirement planning vehicles, investments, college accounts, and insurance.

#5 THE IMPORTANCE OF ESTATE PLANNING and CARING FOR AGING PARENTS- May 10, 2017- Find out if your family could benefit by implementing a power of attorney, health care directive, or trust. Gain resources to help with caring for aging parents and learn ways to start conversations about end of life issues.

What’s Included

We have designed this educational series to include the best of our combined processes for taking control of your finances.

Learning Modules

During each workshop you will dive into your “Guidebook” containing learning modules, tools, and activities that will teach you step-by-step what you need to know to take charge of your finances.

Hear from Financial Experts

At the workshops you will learn from women who have been in the financial industry for years and wish to teach you how to successfully navigate through your financial life. You will have the opportunity to meet them personally and ask questions in a group setting or one-on-one, after the event.

Get Support and Your Questions Answered

You can connect with the experts online and ask questions on the materials you have been working on in the program. This is our favorite part of The Women’s Financial Education Series-other than the live workshops. We want to make sure your questions get answered and that everything in the program is making sense.

Community Support


Surround yourself with kind, supportive, and committed women.

It’s been said that we become most like the people we spend the most time with.

In The Women’s Financial Education Program, you will connect, work, and play with energetic, creative, and passionately committed women who are on the same path to independence and financial control, just like you! This select group of women will become friends and colleagues who will support and cheer you on…and whose own dedication and willingness to succeed and take charge of their financial lives will inspire you to own your greatness.

The Tri-Valley Women2Women Educational Series boasts a dynamic Exclusive Facebook group, these are not merely virtual relationships! You’ll learn, connect, and share resources with your new friends in person at our workshops, form business partnerships, and lifelong friendships, cry and celebrate together in a way that going it alone could never match.

While your financial situation is different than the next person, financially organized women know that no one succeeds alone. Never underestimate the value of surrounding yourself with the right people, who hold a magnificent vision for their future, and yours.

Live Events


While a lot can be done on your own time, nothing substitutes for face-time with your mentors and colleagues. That is why in The Women’s Financial Education Program, you’ll experience five unforgettable live events at locally owned establishments.

These events are part immersive training in financial skills, part relationship building, and part “family reunion”. You will absolutely love reuniting with the women in the program and celebrating how you’ve grown since your last meeting while being pampered with delicious food and drinks!

You’ll also fully integrate what you have learned, get inspired and energized by The Tri-Valley Women2Women mentors onstage, and experience powerful insights on your money mindset.


The Guest Speakers include;

Allie Kosaka, Licensed Mortgage Loan Originator, Stearns Lending, LLC.

Elizabeth Cassidy, Attorney at Law

Emma Head, In Home Care Consultant

Kathleen Lesser, RN, BSN, Health Care Professional

Leslie Faught, Realtor®, Alain Pinel Realtors®

Marcella Gutierrez, Agent/Owner State Farm Insurance

Stacy Paradise, CRPC®


$40 for individual event tickets

$35 per event if four remaining events purchased in advance, totaling $140

Share with friends

Date and Time


Zephyr Grill & Bar

1736 1st Street

Livermore, CA 94550

View Map

Save This Event

Event Saved