Chicory Wealth Webinars & Events

UPCOMING

Monthly Conversation with Chicory Wealth CEO Maggie Kulyk

and guest Melissa Tosetti, Founder of The Savvy Life

 

Tuesday, June 21, 2022
12:30 pm ET / 9:30 am PT

 

Melissa Tosetti is a cash flow planning expert, founder of The Savvy Life, and the author of the international bestseller Living The Savvy Life. She and her team at The Savvy Life help clients create Spending Plans for their lifestyle so they can confidently enjoy spending while still saving for the goals. We have partnered with Melissa for many years, and she has helped many of our clients. Now we’re excited to announce she’s providing some new educational resources for our clients! Join the webinar to find out the details.

This meeting will be held via ZOOM. Please email [email protected] and we’ll send you the link!

RECORDINGS OF PAST WEBINARS

 

 

Monthly conversation starting with a short presentation about the markets by Maggie Kulyk, then a conversation between Katie Hagedorn and Mac Gardner, author of The Four Money Bears, May 17, 2022

 

 

 

Maggie Kulyk’s Monthly Conversation with Ryan Lessard of FIdelity Digital Funds, January 20, 2022

 

 

Maggie Kulyk’s Monthly Conversation with Guest Tamara Jones of Clean Energy Works, November 18, 2021

Visit the Clean Energy Works website HERE.

 

 

Maggie Kulyk’s Monthly Conversation with Guest Diane Hullet on the End of Life, August 19, 2021

Diane Hullet’s website is Best Life, Best Death 

 

 

Sustainable Nutrition: Eating for a Healthy Body, a Thriving Planet, and a Happy Wallet, with Thais Harris, BCHN, June 1, 2021

Thais Harris’ website is Nourish Together.

 

 

A Conversation between Maggie Kulyk and Alex Mackay of Iroquois Valley Farmland REIT, May 20, 2021

 

 

 

A Conversation with Maggie Kulyk, April 21, 2021

 

 

 

A Conversation with Maggie Kulyk, January 21, 2021

 

 

 

Tax Webinar with Jeff Audi, EA: “Home Office Deductions,” October 20, 2020

 

 

 

A Conversation with Maggie Kulyk, with guest Financial Advisor Dan Kirslis discussing cybersecurity, October 15, 2020

 

 

 

Tax Webinar with Jeff Audi, EA: “Economic Impact Payments (Stimulus Payments),” September 22, 2020

 

 

 

A Conversation with Maggie Kulyk, September 10, 2020

 

 

 

A Conversation with Maggie Kulyk and guest Marco Vangelisti, August 20, 2020

 

 

 

 

A Discussion on Resilience with the Chicory Wealth Team — a Money Quotient Webinar, July 21, 2020

 

 

 

A Conversation with Maggie Kulyk, July 16, 2020

 

 

“Integrating Money and Meaning,” with Maggie Kulyk, Chicory Wealth CEO and Founder, for the Quorum Initiative Speaker Series, June 10 and July 2, 2020

Session ISession II

 

 

 

How to Use Your Shareholder Power for Positive Change in the World, with Andrew Behar, CEO of As You Sow, June 25, 2020

 

 

The State of the Market and Chicory Wealth’s Current Investment Strategies, with Maggie Kulyk, Chicory Wealth CEO and Founder, February 2020

 

 

 

Introduction to the Book Integrating Money and Meaning, May 2019

 

 

 

Victoria Collier, CELA, on Tax Advantaged Trust Planning to Protect the Assets Your Financial Advisor is Leveraging for You, February 2019

 

 

 

Disclaimer: The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. An investor may experience loss of principal. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.