If you have a 401k, an IRA, or any retirement account, you're an investor.
Your money is in the market right now.
You're just not directing it yet.
You don't need more information about investing.
You need to become the woman who can make intentional decisions about her money.
Get Savvy: The Intentional Investor Workshop
A live one-hour event where you stop being a hands-off investor and start directing your money with intention.
Your registration includes ONE live workshop. Choose the date that works best for you below.
Registration includes one live session. You'll choose your preferred date after checkout. We’ll also email you the session selection link and send reminders 1 day before and 30 minutes before your workshop.
Here's what I see every week.
Smart, accomplished women. High earners. Business owners. People who handle complex decisions every single day — without hesitation. And yet
In the morning:
A retirement account statement arrives in her inbox. She sees it. She thinks "I should look at this." She closes it.
"I'll do it later."
By midday:
It's still there, in the back of her mind. "I really need to figure this out. What am I even invested in?" She doesn't look.
She moves on.
That evening:
She knows she has a 401k. She knows it's doing something. She doesn't know what. Her last thought: "I hope I'm doing this right."
That's not a money problem. That's not a discipline problem.
That's a financial decision ownership gap. She's consuming information without executing. Participating without owning. Delegating without understanding. Every year she does — nothing breaks. But nothing builds.
I work with four kinds of women. All capable. All further along than they think.
The avoider
She knows she needs to act. The accounts stay closed. The background anxiety stays open.
The Delegator
She handed her finances to an advisor or a default allocation years ago. She feels disconnected from her own money. Outsourcing felt like safety. Now it just feels like distance.
The Quiet Achiever
Successful everywhere. Silently unsure here. She appears to have it together. She doesn't feel that way when the account statement arrives.
The Late Starter
She feels behind. She's not. She's been operating without a system, not without potential. She just needs someone to finally make this feel possible.
All four have the same thing in common: they're not behind. They've just been operating without a system.
Not a lecture. Not passive learning. Not theory.
You learn, apply, and decide in real time. Inside your actual accounts.
See your full financial picture
Using the Savvy Investment Map, you look at what you actually own, where it lives, and what it's doing right now.
Open a Schwab brokerage account — live
On your device, step by step. You don't need to know anything going in. By the end, you've got an account with your name on it.
Fund it
You define your learning capital and watch the money move. This is the moment most women have been putting off for years.
Walk away with a decision framework
Plain-language structure for knowing what goes in the account and why. Core positions. Curiosity positions. No jargon.
Write your investor identity statement
Three sentences, in your own words. Who you are as an investor, what you value, what you won't do.
You leave knowing what you own, why you own it, and what you're doing next — and you made that decision yourself.
This is for you if:
✅ You have a 401k or IRA and couldn't tell me right now what's inside it.
✅ You've got savings sitting in cash that you know should be working harder.
✅ You've been meaning to figure out your investment accounts for longer than you want to admit.
✅ You're smart and capable everywhere else in your life. You're ready to feel that way about your money.
This is not for you if:
❌ You're looking for stock tips, market predictions, or investment recommendations.
❌ You want a course you can passively consume and probably never finish.
❌ You already know exactly what you own, why you own it, and what your next move is.
❌ You believe outsourcing your financial decisions is the same as owning them.
Your Host
Sherron Permashwar, CPA/PFS
Wealth Strategist and Financial Educator · Wellington, FL
The face of wealth is changing. And yes, she's wearing lipstick.
I grew up without running water. I live in Wellington, Florida now. I saved my kids' birthday money and bought a condo near his college. My husband works at Home Depot. I'm the breadwinner.
I'm not telling you this to impress you. I'm telling you because financial freedom isn't about the stuff. It's about being able to show up for the people you love when life happens. And I'm in the middle of life happening right now.
I'm a CPA and Personal Financial Specialist. I've spent years watching smart, high-earning women operate their financial lives on autopilot. Not because they're careless. Because no one ever gave them a clear way in.
The industry wasn't built for them. The language wasn't designed for them. And Wall Street culture spent decades making them feel like this wasn't reachable.
I refuse to believe that about myself. So it can't be true about you either.
This workshop is where that changes. In one hour.
Common Questions
Do I need to have my investment accounts set up before I come?
No. The account opening happens live during the workshop. All you need is your Social Security number, your bank routing and account numbers, and a device you can use during the session.
What if I already have a brokerage account?
You're still in the right place. You'll use the session to look at your existing account with fresh eyes, understand what you actually own, and get clear on what's been running on autopilot.
What if I have an advisor?
Understanding your money doesn't replace your advisor — it strengthens the relationship. A woman who understands what she owns asks better questions and isn't dependent on someone else to interpret her own financial life.
Is this financial advice?
This is financial education, not personalized financial advice. Nothing in this workshop is a recommendation to buy or sell any specific security.
You've been meaning to figure this out.
You don't need more information.
You need to become the woman who can make decisions about her money.
Mon Jul 14, 2:00 PM ET • Tue Jul 15, 11:00 AM ET • Wed Jul 16, 6:00 PM ET
After checkout, you’ll be taken to a thank-you page where you can choose your live workshop session. The session selection link will also be sent to your email, and you’ll receive reminders before your chosen session.