This webinar is for women who want more—from their portfolios, their opportunities, and their future. Discover how alternatives like private equity, real estate, and other asset classes can help you grow and protect your wealth in new ways. more
You’ve worked hard to build the wealth you have today—and now it’s time to make sure it lasts. Retirement isn’t just about slowing down; it’s about making the most of the years ahead and ensuring your finances support... more
Join Joseph Filosa, Phillip Kosmala, and Gino Carollo from the Opal Investment Committee for a market update and economic outlook for 2025. The headlines have been dominated by election news and interest rate discussions, but there's actually been... more
2025 brings new opportunities and challenges for women looking to build wealth, secure their future, and align their financial decisions with their goals. Get practical tools, expert insights, and actionable strategies to empower you to make informed money... more
Please join Opal Wealth Advisors' Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, and Lee Korn, CPWA®, as they provide expert insights on minimizing taxes, maximizing savings, and planning for retirement. Don’t miss this opportunity to learn how effective tax planning can... more
The end of the year is the perfect time to assess your financial progress and set the stage for success in the coming year. This exclusive webinar is designed to empower women with actionable strategies for achieving financial... more
Join Joseph Filosa, Phillip Kosmala, and Gino Carollo from the Opal Investment Committee for a market update and economic outlook for 2024. The Committee discusses the complex dynamics shaping the current financial landscape, dissects recent market trends, and... more
Join Joseph Filosa, Phillip Kosmala, and Matthew Krouse from Opal Investment Committee as they give a market update and economic outlook for 2023. They will talk about investing opportunistically and managing risk in times of persistent inflation and... more
Join Joseph Filosa, Phillip Kosmala, and Gino Carollo from Opal Investment Committee as they give a market update and economic outlook for 2023. They will talk about investing opportunistically and managing risk in times of high inflation and... more
Taking care of yourself physically and mentally is essential to focus on what’s important in life, which includes managing your finances. Watch our Energize for Purpose webinar to discover the right habits to help optimize your energy, grow... more