Financial Literacy Workshops
Trust Yourself. You Can Do This.
At Wise Women Prosper, we champion women’s financial well-being. Under the leadership of Veronica Aguilera, a seasoned financial advisor, and Ashley Lundberg, an experienced financial educator, our team combines extensive knowledge with genuine compassion.
We understand women’s unique challenges in financial planning, such as longer life expectancies, career breaks for caregiving, and the gender pay gap. Our practice is specifically designed to address these issues, offering personalized strategies that empower women to achieve financial security and flourish in retirement.
The logo of Wise Women Prosper proudly features the iconic Valkyrie—a powerful female protector and guide from Norse mythology. This symbol represents our role as advisors and guardians of our client’s financial futures and embodies the spirit and strength of the women we serve.
Veronica Aguilera
― Spotlight Video ―
Workshops
Upcoming Events
Check Back Soon for Upcoming Events
Women, Money & Mindfulness
Compared to the women before you, you are more educated, earn significantly higher income, and assume a more powerful role in the workplace. Discover the importance of crafting a financial strategy and how it can empower you to help ensure financial security.
Attend this fun, free workshop to:
- Learn why you need a financial strategy.
- Define your money personality.
- Gather ideas that help you take action for your financial future!
Topics We Will Discuss:
- Retirement Rhetoric: (401k, IRA, Roth, 403b, Roth 401k, SEP, TSP, etc)
- Making the Pivot: How to transition from the accumulation phase to income planning once you hit retirement.
- Financial Literacy: Learn the difference between Needs, Wants, and Wishes when planning for your income-spend in retirement.
- Pay Checks to Play Checks: Having a smooth transition into retirement.
- Smart Social Security Claiming Strategies: Learn how to incorporate these strategies into your financial plan.
- Changes in Tax Situation: Understand the tax implications for women once they are widowed or divorced.
- Mindfulness and Finances: Utilize mindfulness techniques to reframe feelings of anxiety that often accompany discussions around finances.
- Practical and Immediate Actionable Items
These topics and so much more – we look forward to seeing you there!
The Center on Rosser
-
1280 E Rosser Street
Prescott, AZ 86301
- Saturday, July 27, 2024
- Begins at 10 a.m.
What's the Deal with Homeowners Insurance Rates?
Join us for an enlightening workshop with Jeff Champ, a respected and community-focused Insurance Agent! Discover why homeowners and auto insurance rates are soaring and the factors driving this increase. From rising replacement costs to wildfire risks, Jeff will unravel the complexities behind the surge. Learn about local dynamics affecting rates and the importance of comprehensive coverage, including mold endorsement and cyber-security. Don't miss this chance to gain invaluable insights and understanding so you can plan your finances accordingly. Reserve your spot now!
The Porch
- (Studio Room)
-
226 N Montezuma Street
Prescott
- Wednesday, June 26, 2024
- Begins at 9:30 a.m.
What's the Deal With Homeowners Insurance Rates?
Join us for an enlightening workshop with Jeff Champ, a respected and community-focused Insurance Agent! Discover why homeowners and auto insurance rates are soaring and the factors driving this increase. From rising replacement costs to wildfire risks, Jeff will unravel the complexities behind the surge. Learn about local dynamics affecting rates and the importance of comprehensive coverage, including mold endorsement and cyber-security. Don't miss this chance to gain invaluable insights and understanding so you can plan your finances accordingly. Reserve your spot now!
Prescott Valley Library
- (Glassford Hill Room - Ground Floor)
-
7401 Skoog Blvd
Prescott Valley
- Saturday, May 11, 2024
- Begins at 10 a.m.
Women, Money & Power - Women's Retirement Blueprint
Compared to the women before you, you are more educated, earn a higher income and assume a more powerful role in the workplace. Discover the importance of crafting a financial strategy and how it can empower you to help ensure financial security. You will discover how to insulate yourself from the risks of rising taxes, Social Security filing and taxation, and how to avoid common mistakes that increase the chances of the greatest stress in retirement: running out of money. Meet amazing ladies while learning about important financial topics at Wise Women Prosper!
The Porch
- (Studio Room)
-
226 N Montezuma Street
Prescott
- Wednesday, May 22, 2024
- Begins at 9:30 a.m.
Join Us!
Why Attend?
Some Issues Women Face
- Longer Lifespans
- Family Caregivers
- Breaks in Employment
- Less Money Saved for Retirement
- Confidence Gap Around Money
- Not Accessing Advice
What You’ll Experience
- Two Gatherings per Month – Prescott Valley and Prescott
- Varied Financial and Economic Presentations
- Featured Speakers
- Opportunity to Suggest Topics for Upcoming Events
- Tips, Tools, and Resources
- Networking with Amazing Women!
Our Vision
About
Veronica Aguilera
Veronica Aguilera is a Wealth Advisor with more than 15 years of experience in the male-dominated field of financial management.
Over the years she heard from many women who told her they liked speaking to her, because the financial advisors they normally worked with, who were typically chosen by their husbands, talked past them and did not ask for their input. They were made to feel like their valuable contributions were not required. Over time, some women felt that they just weren’t ‘smart enough’ about money. Veronica thought “I have to do something about this.”
In 2021 Veronica founded Wise Women Prosper, a financial literacy group where women could gain confidence around financial topics and discover that they are so much smarter than they might have previously thought about money matters. In fact Veronica delights in citing studies that show women actually have better results at investing than men for example!
But the group has grown into so much more than just a place to learn about financial topics. It has become a community, where women meet each other outside the group because they found they have common interests.
Veronica was born in Nigeria, grew up in England, spent several years in Los Angeles and moved to Prescott over 20 years ago. She met her husband Hank in Prescott and together they are raising their two children here. She enjoys the many outdoor activities the area offers such as hiking, geocaching and kayaking.
