ENCORE SHOWING · ONE TIME ONLY
Bustin’ Thru Financial Procrastination
Easy and Profitable Next Step Strategies for Women 50+
When I taught this on September 23, I said there would be no recording, and there isn't one. But enough women wrote to say they wanted to be there and could not, so I am teaching it one more time, live, on Thursday, October 1. Same class. Same room. I will be there to answer your questions afterward.
📅 Thursday, October 1 · 🕖 6pm ET / 3pm PT
💻 Live on Zoom · A live encore showing. Not a recording.
You know the list
You never wrote it down. You could recite it anyway.
There are statements you keep meaning to open. There is an account you have been meaning to move for two years now. There is an advisor you are not entirely sure about, and you would not know what to ask to find out. There is a plan that exists in your head and nowhere else.
And then there is the question that shows up at two in the morning. Am I actually going to be okay?
If you recognized yourself in even one of those, you are in very good company. Women who run households, businesses, and entire families tell me the same thing behind closed doors. "I know I should deal with it. I just do not know where to start, so I keep not starting."
That is not laziness and it is not a lack of intelligence. You are doing money every single day. You pay the bills, you stretch the dollars, you figure it out. What you were never given is the education, because nobody handed it to us. Our schools skipped it, and the financial industry would rather sell us a product than teach us a plan.
Here is the part almost nobody says out loud: waiting is not free. Every year you do not take the next step has a price, and it grows quietly in the background. On October 1, I am going to show you exactly what that price is, on a live calculator, in real dollars. Most women gasp when they see it.
What you'll learn in this one free hour
Let me be straight with you, because you have probably been oversold before. Nobody builds your financial plan in an hour, and anyone who promises that is selling something. Here is what this hour actually does, and in my experience it is the part that has been missing.
Clarity on what your first move is, and why it is yours. Most women are not stuck because they have too few options. They are stuck because they cannot tell which thing matters first, so nothing happens. You will learn how to decide that for yourself, and you will leave knowing the one small move that makes sense for your situation this month. It is almost always simpler and smaller than women fear.
An understanding of what a real plan is built on, and why products come second. Most women own a pile of financial products with nothing connecting them. Plan first, then products, always. You will learn the order things go in, what can wait, and the costly tripwires that quietly drain wealth while nobody is looking. You will not walk away with a finished plan. You will walk away knowing what yours needs to include, which is the piece nobody ever explained to you.
How to tell which financial advisor is actually on your side. There are three types of financial advisors, and only one of them has a legal obligation to put your needs ahead of their own. I spent decades on the inside of that industry. I will tell you how to spot the difference, and the question to ask that settles it in about ten seconds.
The confidence to begin, with zero judgment in the room. No jargon. No quiz. No one is put on the spot. You will leave understanding what you are doing and why, which is the thing that makes a woman keep going.
Bring a pen and paper. There are a few numbers in this class you are going to want to keep.
Debra L. Morrison, CFP® — MS in Retirement Planning · Accredited Estate Planner · Certified Grief Coach
48 years at the front of trailblazing for women and money — through the crashes of 1987, 2000, 2008, 2020, and every scary headline in between. Debra advised 34 client families — and their kids, and their grandkids — for 42 years before selling her practice, and now she does one thing: coach women to take radical responsibility for their money. No more blame, shame, guilt, or paralysis. She's famous for making complex concepts crystal clear using everyday analogies. No jargon. She talks English.
"We can do it, women — and that includes you."
tESTIMONIALS
What women are saying
"Her advice on finances is right on target."
"She's full of wit and wisdom. She will save you money and you'll have fun laughing at the same time. …I highly recommend Debra Morrison."
- Aurora Winter
"Letting go of the fear has set me free to move forward."
"I was holding onto my money, afraid of repeating past mistakes. Debra's education, combined with forgiving myself and releasing the fear, has set me free to invest again, and I'm excited to keep creating intentional wealth."
- Nancy Matthews
"I'm investing more money"
I'm investing more money, I'm out doing more things and having more fun and enjoying my life more."
- Susan Weiner