Events & Educational Programs

Our events are designed to provide thoughtful guidance, practical insight, and meaningful conversation around the financial topics that matter most. Through educational webinars and our Savvy Women events, we create space to learn, ask questions, and engage with our advisors.

Our Recent Financial Planning & Wealth Management Webinars

Our webinars offer timely education on financial planning, wealth management, retirement, and related topics. These webinars are designed to help you better understand complex decisions, stay informed, and gain perspective you can apply to your own financial life, wherever you are in your journey.
CEO Eric Ebbert sits down with ProVise founder Ray Ferrara to reflect on 40 years of financial planning, mentors, market crises, and the future of advice.

40 Years of Financial Planning with Founder Ray Ferrara

CEO Eric Ebbert sits down with ProVise founder Ray Ferrara to reflect on 40 years of financial planning, mentors, market
Understanding Medicare webinar post of a 65 year old couple discussing webinar on a park bench.

Understanding Medicare: What You Need to Know Before Enrolling

Medicare can feel confusing, especially as you approach retirement. In this webinar, Financial Planner, Peter Seriano, CFP®, breaks down the
2026 Market Outlook Webinar

2026 Market Outlook Webinar

In our 2026 market outlook webinar, Eric and Daniel cut through the noise and shared their takes on what you

Savvy Women Events

Led by Susan Washburn, CFP®, JD / Principal, Senior Financial Planner

My mission is to create an environment where you take ownership of your financial life while participating in a community that encourages, supports, educates and empowers you.

Susan Washburn, CFP®, JD, on the purpose of Provise’s Savvy Women Events.

I lived a charmed life. Then, a hurricane changed it all.

As a young woman, I lived a charmed life. By thirty, I had a fabulous job, wonderful family and beautiful home in New Orleans. Then, two events derailed my life. Hurricane Katrina destroyed our home forcing us to evacuate and relocate to Florida. After spending several years rebuilding our lives, I finally felt settled only to be knocked off my feet by a divorce.

While I could not control the devastation of Hurricane Katrina, I could have better managed the financial chaos left by my divorce. Here, I was educated as a lawyer, working as a stay-at-home mom and I delegated my financial affairs leaving myself vulnerable, overwhelmed and embarrassed by my lack of financial knowledge. To regain my life, I needed to become smart about money and this journey led me to a career as a financial advisor.

As I shared my story with other women and clients, I was shocked by how many women are in the midst of their own financial hurricanes leaving themselves vulnerable. That is when I realized my true purpose as a financial adviser went far beyond simply managing their money. I began to inspire women to take more ownership in their financial lives. By encouraging women to face their fears and to get smarter about their relationship with money, they become confident, engaged and empowered in their financial futures.

Creating Financial Confidence

Our process is designed to create more clarity and confidence in your financial future. 

Whether you are new to investing or are looking for ways to optimize your current strategy, ProVise is here to help. Our team members are familiar with the unique challenges women face daily regarding their finances.

Interested in learning more about Savvy Women by ProVise Management Group?

Lifestyle Wealth Plan

We design your Lifestyle Wealth Plan based on your priorities and the life you want to live. By the end of this process, you will have more clarity, direction and a new vision of what is possible for your life.

Balanced Investment Strategy

Where we delicately balance your desire for safety and income with your need for growth. By understanding the functions of your different investments, you will have a much clearer understanding about:

• What you have
• Why you have it
• How it is going to help you

Join Our Savvy Women's Group

Join our supportive community that encourages you to become more confident in making smart financial decisions. Participate in our fun, inspirational events that empower women to become smart and sassy living the life they want.

Ready to Get Started? Talk With an Advisor Today.

We’d welcome the opportunity to learn more about you and discuss whether our approach aligns with what you’re looking for.