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Webinars

Past Webinars

State of the Markets 2024

We believe the new year is a great time to review, reflect, and prepare. In our State of the Markets 2024 presentation we cover current economic factors as well as what we may encounter as the new year unfolds.

In this presentation we:

* Examine year-end results
* Analyze key economic factors
* Identify critical financial headwinds and tailwinds
* Discuss targeted market forecasts

If you have any questions please use the form below.



Designing Your Wealth Mindset

Wealth encompasses far more than dollars and cents. How we define "wealth" is unique to each individual based on our experiences, values, and habits. No matter what stage of life you are in, it's never too late to design or re-design your wealth/money mindset. In our presentation we will deliver a set of tools and skills to ensure you're prioritizing your financial, physical and nutritional wellness. 

In this webinar we cover:
* The Eight Dimensions of Wellness
* How to Define Wealth
* Addressing Life Transitions
* The Power of Nutrition on our overall Wellness
* Understand the Four Pillars of Health
* Feel good from inside out with simple practical tips


This event is moderated by Kim Gaxiola, CFP® at TechGirl Financial and features guest speakers Jackie Wilke of First Trust Portfolios and Divya Gupta of Divyaa Nutrition + Wellness.  Learn more about our speakers:

Jackie Wilke- First Trust Portfolios
Jackie is a speaker, author, consultant and coach for select partners of First Trust. Her focus is businesses development and innovation including expertise in helping financial professionals, teams, and the next generation of high net worth individual/households and multi-generational families. She is the author of Insights & Innovations, a business development blog for financial professionals and enterprises.

Divya Gupta- Divyaa Nutrition + Wellness
Divya, is a Holistic Nutrition Consultant and educator. She helps people coping with autoimmune conditions, high cholesterol, obesity and other health issues by leveraging the power of food and lifestyle adjustments. She works in tech but her passion for health & wellness and to positively impact people’s lives, led her down the path of wellness advocacy. 




Women, Wellness and Wealth Webinar

As a gender, women continue to build, influence and control wealth on a global level, whether as heads of households, in corporations, as business owners, couples, estate executors, widows, divorcees, mothers, heirs and more. This growing responsibility means it’s more important than ever for you to understand and analyze the role wealth plays in achieving wellness for yourself and those most important to you.

This presentation gives you, our female clients, network partners and friends the tools to empower you to participate in defining and reaching the goals we hold for you and your financial future—and why working with a financial advisor is the essential partner in that journey.

In the webinar we explored:

  • The 8 Dimensions of Wellness
  • Your Money Mindset
  • Transitions and Finding Balance
  • Your Financial Roadmap

Hosted by Kim Gaxiola, CFP® of TechGirl Financial with special guest Jackie Wilke, Vice President/Advisor Consultant at First Trust Portfolios.



About Jackie Wilke

Jackie is a speaker, author, consultant and coach for select partners of First Trust. Her focus is businesses development innovation including expertise in helping financial professionals, teams, RIAs and enterprises attract and retain women investors, the next generation of high net worth individual/household and multi-generational families. She is the author of Insights & Innovations, a business development blog for financial professionals and enterprises.


Financial Planning Professionals: Adjusting to the New Normal Panel

Earlier this year we brought together an expert panel of female financial professionals to share how they have adjusted to the new normal to serve their clients and what long-term changes we can expect as a result of the Covid-19 pandemic.

Our expert panel includes:

  • Kim Gaxiola, CFP®, Financial Advisor at TechGirl Financial
  • Lisa Silva, CPA and Owner at TaxPros
  • Barb Pretlove, Attorney at Pretlove Law
  • Janene Towner Chernoff, Loan Officer at Guild Mortgage
  • Jeni Nunn, Realtor at Coldwell Banker
  • Wendy Vincent, President at Vincent Bookkeeping

Moderated by:

Victor Gaxiola, Investment Advisor Representative at TechGirl Financial.


Are We There Yet? Build Your Financial Roadmap

Do you feel like the child in the backseat wondering when you are going to get there?

In this presentation we illustrate how we are using financial technology to help individuals and families organize and model their personal financial roadmap.

Life is full of "what-ifs?" Don't wait for the answers to reveal themselves. When you are organized, you will have the confidence to make better decisions.

In this presentation we cover:

  • Why it's so important to be financially organized
  • How knowing where you are influences where you are going
  • A peek at the technology we use to help clients answer life's what-ifs

Speaker:

Kim Gaxiola, CFP®, Advisor, Educator, and founder of TechGirl Financial®

Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

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