The Wealth 360 Masterclass Series

Your 2026 Wealth Reset: How to build a Financial Plan that actually works

In our first Lunch & Learn of 2026, we’re kicking things off with Your 2026 Wealth Reset — a simple, powerful framework to help you get organized, get intentional, and set yourself up for a successful financial year.

Whether you’re an executive, a professional, a business owner, or a woman building financial independence, this session will help you:
• Understand where you are financially (without overwhelm)
• Get clear on what you want your money to do for you this year
• Identify the ONE habit that will move you forward fastest
• Remove the financial stressors that drain your energy
• Build momentum through small, consistent actions

You’ll walk away with a 5 step reset plan you can implement immediately — no jargon, no judgment, just clarity and direction.

This is the perfect session to set the tone for your year.
Join us live and start 2026 with intention, confidence, and a plan you can actually follow.

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Money Confidence for Women: Build Wealth Without Guilt, Fear, or Overwhelm

Women face unique financial realities — and unique opportunities.

This empowering webinar helps women build confidence, clarity, and a healthier relationship with money.
You’ll Learn:
• The 3 biggest confidence blockers
• How to rewrite your money story
• How to build wealth without guilt
• The Money Love Language Framework
• How to take small steps that create big change

Reserve your spot to learn the tools to take charge of your finances.

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March Masterclass: Tax Smart Planning for Professionals & Executives

Part of the Wealth 360 Masterclass Series

High earning professionals and executives often face one of the biggest financial challenges: complex compensation that leads to unnecessary taxes.

This masterclass gives you the clarity and strategy you need to keep more of what you earn.

Join Wealth Advisor Treshana Walker for a practical, easy to understand session on how to optimize your compensation and reduce your tax burden — without overwhelm.
In this 1 hour masterclass, you’ll learn:
• How RSUs, stock options, and bonuses are taxed
• Smart timing strategies to reduce your tax bill
• How to avoid common (and costly) compensation mistakes
• Deductions and opportunities most professionals miss
• How to build a tax efficient plan that supports long term wealth

Whether you’re navigating equity compensation, planning for a promotion, or simply want to make smarter decisions with your income, this session will give you the tools and confidence to do it right.

Free to attend. Space is limited.

Reserve your spot and take control of your tax strategy this year.

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