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This was honestly one of the best and most practical session that I’ve attended. Would love to see more on this. I felt like she had so much more to share.
 

– Crystal F (Brookfield Properties)

Meet Kristine Beese.

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She is dedicating her life to changing the structural problems in the financial planning industry that do not account for the life cycles that women experience.

Our Money and Investing Expert

Upcoming Webinars

FREE! Exploring the Untangle MINI:
A Guided Walk-Through with Sandra

Ever wonder how the Untangle MINI fits into real life? 

Meet Sandra—she’s the statistical average Ontario woman from 2019,  and she's here 

to show you how the MINI helps her juggle it all with style.

Expect a fun, relatable session full of “Ohhh, I didn’t know it could do that!” moments. 


Join us for a free 60-minute session. 
Please register in advance. Sessions with no registrations will not be held.

  • FREE! Exploring the Untangle MINI: A Guided Walk-Through with Sandra
    FREE! Exploring the Untangle MINI: A Guided Walk-Through with Sandra
    Jul 08, 2025, 12:00 p.m. – 1:00 p.m.
    Ever wonder how the Untangle MINI fits into real life? Meet Sandra—she’s the statistical average Ontario woman from 2019, and she's here to show you how the MINI helps her juggle it all with style. Expect a fun, relatable session full of “Ohhh, I didn’t know it could do that!” moments.

Upcoming Educational Seminars

Join our award-winning Financial Foundations Series!


See Past Events Below:

Upcoming Webinars

Upcoming Drop-In Sessions

Have questions about your personal finances?
Join us on Wednesday at 7:15 pm ET for our free 30 min, drop-in sessions. 
Please register in advance. Sessions with no registrations will not be held.

  • Money Drop-in Session - AMA (Ask Me Anything)
    Money Drop-in Session - AMA (Ask Me Anything)
    Multiple Dates
    Wed, Jun 25
    Jun 25, 2025, 8:00 p.m. – 8:30 p.m. EDT
    Ask Kristine your money questions. Hear other people's money questions. Learn about the topic of the day.

Seen previously at, and more:

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