Events
2026-06-08T23:00:00
06/08 Live Webinar - Women, Wealth & Wisdom with Jennie Wells, CEPA®
Join Trailhead Financial Group for an inspiring and practical Women, Wealth & Wisdom workshop hosted by Financial Advisor, Jennie Wells, CEPA®️, designed to help women feel more confident, informed, and empowered when it comes to their financial lives.
In this engaging session, Jennie will lead an open and encouraging conversation around money—focusing on real‑life decisions, priorities, and goals many women face today. Rather than focusing on what you “should” be doing, this workshop centers on clarity, confidence, and taking meaningful next steps that align with what matters most to you.
Whether you're navigating career changes, preparing for the future, supporting loved ones, or simply wanting a stronger foundation, Women, Wealth & Wisdom offers relatable insights and practical guidance you can apply right away.
You’ll leave with perspective, encouragement, and two free resources... and one or more action steps tailored to your own financial journey—no jargon, no pressure.
Come ready to learn, reflect, ask questions, and connect in a welcoming environment created to support women at every stage of life.
Feel free to invite a friend, family member, or colleague—this workshop is even better when shared.
No products will be sold.
2026-06-09T16:00:00
06/09 Live Webinar - Women, Wealth & Wisdom with Jennie Wells, CEPA®
Join Trailhead Financial Group for an inspiring and practical Women, Wealth & Wisdom workshop hosted by Financial Advisor, Jennie Wells, CEPA®️, designed to help women feel more confident, informed, and empowered when it comes to their financial lives.
In this engaging session, Jennie will lead an open and encouraging conversation around money—focusing on real‑life decisions, priorities, and goals many women face today. Rather than focusing on what you “should” be doing, this workshop centers on clarity, confidence, and taking meaningful next steps that align with what matters most to you.
Whether you're navigating career changes, preparing for the future, supporting loved ones, or simply wanting a stronger foundation, Women, Wealth & Wisdom offers relatable insights and practical guidance you can apply right away.
You’ll leave with perspective, encouragement, and two free resources... and one or more action steps tailored to your own financial journey—no jargon, no pressure.
Come ready to learn, reflect, ask questions, and connect in a welcoming environment created to support women at every stage of life.
Feel free to invite a friend, family member, or colleague—this workshop is even better when shared.
No products will be sold.
2026-07-16T23:00:00
07/16 Live Webinar - Own Your Future
Building a business is hard. Planning for what comes next shouldn’t be.
Own Your Future is a practical, strategy-first workshop for entrepreneurs who want to make better decisions today with tomorrow in mind.
Built in partnership with the Exit Planning Institute, this session helps business owners connect what’s happening inside the business (value, risk, growth) to what matters outside of it (family, lifestyle, legacy, financial independence). You’ll leave with a clearer picture of the options available — and the questions worth answering next.
Key themes include:
• Strengthening and accelerating business value, whether for continued growth or future transition
• Connecting business decisions to personal goals and lifestyle priorities
• Understanding the role of a coordinated advisory team
• Exploring transition paths aligned with long-term vision and values
Feel free to invite a friend, family member, or colleague. Space is limited - reserve your spot today.
No products will be sold.
No products will be sold.