Loading Events

« All Events

Virtual Event Virtual Event
  • This event has passed.

Work Because You Want, Not Because You Have To

May 31, 2023 @ 12:00 pm - 1:00 pm PDT

Virtual Event Virtual Event


Presented by 

Lisa Kerwin, Financial Advisor at Edward Jones


The Freedom and Flexibility Formula to Upgrade Your Life:

“What’s most important to you about building wealth??”
That’s the question I’ve asked every single one of the 100+ executive women I’ve interviewed for my soon to be released book.
These women told me they wanted….
1 – Time
2 – Flexibility
3 – Options

Through our conversations, it becomes clear that what they REALLY want is…
To have a work OPTIONAL lifestyle that allows them to pursue other passions, while also feeling confident that they will not run out of money to maintain their lifestyle
To leave behind the corporate grind to follow a career or life path more in line with their passions and purpose.

Yet, sadly… most all of them thought that this BIG dream for themselves was so far out of sight. And they were worried they’d have to trade the comfort of their current lifestyle for the unknown possibilities that could come with taking a the leap. As a former woman in engineering who followed her big dream of becoming a Financial Advisor, I know this simply isn’t true. You CAN take a series of certain steps that will allow for you to create a work optional life OR follow a big passion, without worrying about how you can afford your amazing life.


Lisa Kerwin is a public speaker, Financial Advisor, and Chartered Retirement Planning Counselor (CRPC) who is dedicated to helping professional women break out of the status quo and live their first-class life. She empowers women to create “unreasonable” financial success and to make an even bigger impact in the world. Lisa simplifies her transformative “first-class-life” process into easy steps so women feel confident, make smart choices with their money and incremental shifts that lead to big change.

Who Can Attend & Fee 

  • Free for all members of The Koa Club and their guests 
  • Event limited to only members of The Koa Club and their guests 

Location/ Date & Time 

Online via Zoom only: 

Date:  Wednesday, May 31st, 2023

Time: 12pm – 1pmPT/1pm-2pmMT/2pm-3pmCT/3pm-4pmET 


If you are a high-achieving woman, we look forward to having you be a part of our community. If you are not yet a member, you can sign up for free at: Register for The Koa Club – The Koa Club

Learn. Connect. Lead.


May 31, 2023
12:00 pm - 1:00 pm PDT
Event Category:


Online Only
Via Zoom link provided United States