Resources to Help You Answer Real‑Life Money Questions
👵👴 Caring for an Aging Parent ❤️
Join us for an insightful discussion on the financial realities of caring for aging parents 👵👴. Learn from real-life case studies highlighting the challenges and essential steps to preserve family relationships 👨👩👧👦🤝, maintain quality of life 🏡❤️, and ensure dignity in aging 🕊️. Whether you’re already caring for a loved one or planning, this event will equip you with the tools and knowledge to navigate this complex journey. 📚
🔒Expert Tips to Protect Against Cyber Scammers
Unlock essential cybersecurity insights with LPL Financial’s experts in our upcoming webinar. Learn how to protect yourself from sophisticated cyber threats and ensure your digital safety.
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Embrace Wealth Management publishes free educational resources for women in STEM, retirees, and families, including live and recorded webinars, articles on investing and tax planning, and an email newsletter with fiduciary insights on investing, tax savings, and wealth protection. Recent topics have included cybersecurity and protecting your financial information, and managing money and side-hustle income as a couple. All resources are educational and are not individualized advice.
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You can subscribe through this page to receive our financial planning newsletter by email. It's written for women in STEM and retirees and covers investing, tax-saving strategies, and protecting wealth, in plain language with practical takeaways. There's no cost to subscribe and you can unsubscribe at any time.
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Our educational webinars are free to attend. If you can't make a live session, check this page or subscribe to the newsletter for information about recordings and upcoming dates.
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"Cybersecurity Made Simple" is a free educational webinar with cybersecurity expert Mike Terry covering how to recognize cyber threats, secure accounts with strong passwords and multi-factor authentication, protect your family from current scams at home and while traveling, and understand how artificial intelligence is changing the tactics cybercriminals use.
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Retirees are frequently targeted by financial fraud, and a few habits reduce risk substantially: use unique passwords for every financial account, turn on multi-factor authentication everywhere it's offered, verify any unexpected request for money or account information by calling the institution directly at a known number, and treat urgency as a warning sign rather than a reason to act quickly. Our free "Cybersecurity Made Simple" webinar covers these practices in more detail.
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No. Our resources are educational and general in nature. They aren't individualized investment, tax, or legal advice, and they don't account for your specific situation. If you'd like to discuss how a topic applies to you, we offer a complimentary intro call with no obligation.
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Content is developed by the Embrace Wealth Management team in Chico, California, led by founder Kim N. Huber, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of experience. Some sessions feature outside subject-matter experts.
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