Savvy Women Wealth Management

10/26/2026

HEALTH WEALTH & LEGACY 1/2 Day Retreat
Live Well, Prosper Wisely & Leave A Legacy

A gathering of thoughtful women exploring how to live well, prosper wisely, and protect your legacy. Together, we'll share ideas, experiences, and strategies that strengthen not only our own lives, but the generations who follow.

Experience an inspiring blend of education, connection, and rejuvenation led by our women
experts in health, wealth, and legacy planning.

Together, we'll explore how to design a life rooted in clarity, vitality, and abundance and take practical steps to protect it.

• Connect with inspiring, like-minded women who value living with intention.
• Discover powerful strategies to elevate your health, wealth, and legacy.
• Enjoy rejuvenating guided meditation and mindful connection.
• Leave empowered, clear, and ready to take action.

November 5, 2026 from 2-6 PM
Location: Shear Karma Salon and Holistic Healing Collective in Carlsbad, CA
Snacks and beverages provided

Go to the following url or click on the link below to save your spot.
https://savvyup.com/healthwealthlegacy

10/25/2026

Gita Nassiri JD, MBT, CPA, Dr. Manna Semby, Catherine Magaña CFP® & Rachel Ivanovich, EA, MBA together at last year's Health Wealth & Legacy Half Day Retreat.

Join us this year on November 5th from 2-6pm at the Shear Karma Salon & Holistic Healing Collective in Carlsbad CA.

This is a gathering of thoughtful women exploring how to live well, prosper wisely, and leave a lasting impact. Together, we’ll share ideas, experiences, and strategies that strengthen not only our own lives, but the generations who follow.

Experience an inspiring blend of education, connection, and rejuvenation led by four women experts in health, wealth, and legacy planning.

Together, we’ll explore how to design a life rooted in clarity, vitality, and abundance and take practical steps to protect it.

Learn more and register at savvyup.com/healthwealthlegacy

Savvy Women Wealth Management is an SEC Registered Investment Advisor

10/24/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

10/22/2026

HEALTH WEALTH & LEGACY 1/2 Day Retreat
Live Well, Prosper Wisely & Leave A Legacy

A gathering of thoughtful women exploring how to live well, prosper wisely, and protect your legacy. Together, we'll share ideas, experiences, and strategies that strengthen not only
our own lives, but the generations who follow.

Experience an inspiring blend of education, connection, and rejuvenation led by our women
experts in health, wealth, and legacy planning.

Together, we'll explore how to design a life rooted in clarity, vitality, and abundance and take practical steps to protect it.

• Connect with inspiring, like-minded women who value living with intention.
• Discover powerful strategies to elevate your health, wealth, and legacy.
• Enjoy rejuvenating guided meditation and mindful connection.
• Leave empowered, clear, and ready to take action.

November 5, 2026 from 2-6 PM
Location: Shear Karma Salon and Holistic Healing Collective
Snacks and beverages provided

Go to the following url or click on the link below to save your spot.
https://savvyup.com/healthwealthlegacy

10/20/2026

Costly Transfer Mistake

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

10/20/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

10/19/2026

Why Annual Withdrawals Matter

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

10/18/2026

Inherited IRA? Time Is Ticking!

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

10/17/2026

Roth vs. Traditional Rules Explained

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/08/2026

10/17/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.