The Art of Wealth – 5 Habits of Highly Successful Investors

May 22, 2026
5:30pm - 7:00pm

Welcome to our Women’s Art of Wealth series!

Please join us for our 5 Habits of Highly Successful Investors seminar we are hosting on Friday, May 22, 2026 at 5:30pm at our office.

Topic: Learn about five habits that many investors use to bring structure and consistency to their investment approach. These habits are designed to help investors navigate market fluctuations and maintain focus toward their goals.

Afterward, we’ll have special guest, Mary Hendra, leading us in a playful exploration of personal money stories and building towards goals using Legos. Mary hosts a podcast, Lead with a Dash of Play, and works with individuals and groups on how play can make us more human centered, creative and bold leaders. Light refreshments will be served. You are welcome to bring a female guest. Please RSVP no later than May 15, 2026. Space is limited!

To RSVP or learn more, please call our office at (619) 521-1343!

Parking available in the neighborhood (Marlborough Dr / Kensington Ave)

Additional Information