Hosted by:
Kim Perkins - SunSage Cap
Modern wealth and lifestyle workshop. How does money work? Will you have enough?
Ashley Jones
Stephanie Bernard
Integrity Solutions Agency
Jeremy Self
Cedarwood Financial Partners
Lisa Moguel
Guzel Group, LLC
Lisa Moguel - Commercial Real Estate
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Hosted by:
Kim Perkins, Sunsage Capital
Panelists:
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Integrity Solutions Agency - Stephanie Bernard
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Cedarwood Financial Partners - Jeremy Self
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Guzel Group, LLC. - Lisa Moguel
Money in Motion is a modern wealth and lifestyle workshop series designed for professionals, entrepreneurs, and growth-minded individuals who want more clarity, confidence, and strategy around money, investing, and long-term wealth building
What Will Actually Be Discussed
How Money Actually Grows
There are three ways your money can grow, and most women are only using one of them. We'll unpack the difference between fixed, variable, and indexed growth — the foundation underneath every smart financial decision you'll make in the next decade.
5 Lanes People Most Ignore
Growth. Protection. Income. Taxes. Legacy. Every financial decision you make touches at least one of them — and most people make decisions in one lane at a time. We'll show you what it looks like when they finally connect.
What NOT Running Out Actually Takes
Saving and spending are two completely different problems. Accumulation builds the number. Distribution makes it last 20 or 30 years without running dry. We'll talk about why most plans solve for the first one and ignore the second — and what to do about it.
