Girls Just Gotta Have Funds

10/14/2026

🌻 Fall, Flowers & a Little Fun! 🌻

It’s time for one of our favorite events of the year — our Annual Fall Flower Arranging Workshop! 💐

Join us for a fun evening of flowers, creativity, and fabulous company as we create beautiful fall floral arrangements to take home and enjoy! 🌻✨

📍 Where: Our Pleasanton Office

📅 When: Wednesday, November 4th

⏰ Time: 5:00 PM

Please RSVP to Tami at [email protected] or 925-979-2318.

No green thumb required — just bring yourself and get ready for some fall floral fun! 🌷🥂

We can’t wait to bloom with you! 💕

10/13/2026

What you do after a productive day could determine tomorrow’s performance. Learn the difference between relaxation and true recovery.

10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/08/2026

Giving is about so much more than writing a check. It’s about what you care about, the impact you want to make, and the legacy you want to leave behind. 💁‍♀️

Please join Girls Just Gotta Have Funds for a special lunchtime Zoom workshop.

Giving With Purpose: Philanthropy 101 for Women

Wednesday, October 14, 2026
12:00 PM PT
Live on Zoom: Meeting URL: https://financialguide.zoom.us/j/91322624253?pwd=w7jixrM2XktY5Ysp4jMmIV41LydiSh.1

Meeting ID: 91322624253
Passcode: 830867

We’re thrilled to welcome Jaimi Cortes, Founder of COR Philanthropic Strategies, who brings more than 20 years of experience in the nonprofit and philanthropic world and has helped facilitate more than $200 million in charitable gifts.

During this fun and informative conversation, we’ll explore how to:

- 💕 Identify the values and causes that matter most to you
- 💰 Make charitable giving part of your overall financial strategy
- ✨ Move from spontaneous giving to a more intentional giving plan
- 📈 Explore ways to give beyond cash—including appreciated stock, real estate, donor-advised funds and other strategies
- 👨‍👩‍👧‍👦 Involve your children and grandchildren in giving and create a family legacy
- 🌎 Think more intentionally about the impact you want your generosity to have

The presentation also covers charitable giving vehicles and assets—from appreciated securities and real estate to DAFs, QCDs, charitable trusts and estate planning.

Whether you already give regularly or you’re simply wondering “How can I be more thoughtful about my giving?”, this workshop is for you.

Grab your lunch, pour your favorite drink, and join us on Zoom! 💕

Ready to join us?
Register by emailing Tami Westfall at [email protected].

We hope to see you there!
The Girls Just Gotta Have Funds Team

Because giving should feel as meaningful as the causes you care about.

10/06/2026

We didn’t start out knowing what a rollover was either. 🤷‍♀️

Now? This is who builds your financial plan. This is who picks up when you call. This is who keeps your paperwork moving so you don’t have to think about it. This is who helps you build a portfolio that fits your life.

Back then it was about saving up for candy. Now it’s about saving up for your future.🧏‍♀️

10/06/2026

Like it or not, we are all betting on AI taking over the economy.

10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

10/02/2026

10/02/2026

Elizabeth, we are so excited for you and your growing family. Join us in sending love and congratulations! 🩵