CPAacademy.org | WOMEN, WEALTH AND WELLNESS

Taylor Vo (Vo & Ouk CPA)

"I was always afraid of investing mostly because of the complexity and the risk involved with the market and the various options. Janine did a great job breaking things down and keeping it simplistic to where I feel many new investors should start taking part because the benefits outweigh much of the risks. Not only did she mentions about investing but also provided better insight as to what individuals value the most and take that as a motivator to achieve personal goals and dreams that we all have for ourselves. Really looking forward to future webinars with Janine!"

Danielle Rutt (TD Bank)

"I've taken numerous CPA Academy courses and this was by far my favorite. I love that this course was applicable to my daily life. I consider myself very knowledgeable with personal finances, and did not think there was any more for me to learn. Janine shared great tips and strategies, that I wouldn't otherwise have considered. After this course, I am very motivated to make some tweaks to my household budget and spending habits. Thank you, Janine!!"

Deborah Russell (Fed Govt)

"Excellent presentation on women and financial wellness. Janine asked thought provoking questions that make you think not only about your financial situation but about your life and what you value in life. This is a great webinar for both men and women but especially young women who can start immediately with prioritizing goals for financial sustainability in the future."

Catherine McCray (Mrs.)

"I enjoyed the class. This class encouraged me to think about life and the things I enjoy. I have work in accounting since 1983, took a break to raise a family but continued to work during tax season. I have never worked in any other area, I am now considering starting a nonprofit organization for at-risk youth."

De'Ondra Irby (SCI)

"This presentation was awesome! I had my 25 yo daughter come watch so that she continues to see the importance in investing and making her money work for her. I didn't realize woman made less and lived longer. We have got to bridge the gap. I think this presentation was a great start! Reach one, Teach one!"

Kontesa Anderson (Anderson Compliance Audit)

"I absolutely enjoyed Janine’s webinar on women, wealth, and wellness. She had a lot of good pointers, but there was one thing really stood out for me. She said that “wealthy women not only have the money, but they FEEL wealthy as well.” I immediately wrote that down!!! Great webinar!!"

Andria Devoe (Courtagen Life Sciences, Inc.)

"Janine was just excellent. I love that her presentation bases itself in core values to help drive financial / wealth decision making. Something that seems so obvious is often drowned out by the chaos of our daily lives. I look forward to future presentations with Janine."

Jahna Carlson (Franchise Tax Board)

"Women, Wealth, and Wellness is a great introduction, or refresher, on understanding the "why" that is our highest aspirations, tools to remain aware of this when we make spending choices, and an overview on various investment vehicles. I really enjoyed the session."

Andrew Rogan (JSJ)

"Janine was able to utilize her CPA expertise and expansive knowledge of personal finance to break through the complexity and stress associated with this topic. She did an excellent job answering question to those who asked. Hope to attend more from her."

Gloria Washington (Washington Financial)

"This class was presented from a different and refreshing perspective on Women and wealth including why understanding finances is important as well as demystifying investing. I learned a lot about how to live a value based life. Loved it!"

Kerry Boggs-Lopez (Deloitte)

"The webinar was great at helping people get a starting knowledge of ways to use their money smart and not think they have to stay in a financial struggle or wait to retirement to think about money - which could be too late by then."

TRICIA KLEINEDLER (TRICIA KLEINEDLER, CPA)

"I thought this seminar gave practical information that could be put to use starting immediately by someone so inclined. The instructor seemed very knowledgeable but presented the information to be easily understood."

Patricia Maxwell (Warren Averett)

"I really intended to join the webcast in order to guide my 16 year old daughter to make better choices than I have, but wound up learning that at 58 years old, it isn't too late for me either!"

Melody Driver (1963)

"Great webinar and could tell Janine is very passionate about the subject matter. An hour well spent and information I'm eager to share with my community."

Kathleen Harrison (H&R Block)

"I knew about the budgetary terms snowball and the avalanche, and have practiced the snowflake, but didn't know there was a term for it. This is so cool!"

Deborah Whitten (PwC)

"Janine, Thanks for helping to spread the word on the importance of financial planning and making the link to one's best life via strong financial goals."

Dorothy Dimo (Dimund Tax Service)

"This was a great webinar. I am well into retirement age but choose to still work from my home and got some really great advice from this webinar"

Elizabeth Cain (Henry J. Kaiser Family Foundation)

"Janine Rogan provided very easy to understand and well grounded advice. She's an excellent speaker! I will take more webinar taught by Janine!"

Karen Strayer (Capital Funding Group, Inc.)

"Excellent webinar. The presenter was able to give basic investing advice in an easily understood manner. I would love to hear more from her."

Becky Hawkins (Experis)

"I appreciate how the speaker used US lingo in addition to her native Canadian wording. Great information! I plan to check out the website."

Mila Banks (Filipino American Resource Center)

"The presenter Janine Rogan was excellent. Used plain language and the topic was relevant. I would like to attend her future presentations."

Dia Gilley (Caler, Donten, Levine CPA)

"I really enjoyed this webinar. I will take the information and share it with others at my firm to incorporate it into their daily lives."

Michele Pecora (Michele Pecora)

"Good subject that is all too often ignored. Money definitely is important but considered something not discussed in polite society."

Sylvia Flegel (Sylvia R Flegel)

"All women need to hear these suggestions, and every man who is open-minded to the women in his life being self-sufficient."

Caitlyn Feeney (Mayfield Financial Services)

"Loved this course - hour went by so quickly and I found all the material very relevant and connected with it personally."

Louis Mendoza (Texas Taxes & Personal Assistant LLC)

"Great the presenter delivered a well structured presentation of life expectations of money and its purpose of wealth."

courtney yoakam (pacific life)

"Webinar was great! Content was easy to follow and understand! Looking forward to more webinars from this instructor!"

Mercy Akintounde (Abbvie Inc.)

"Very interesting and engaging. The presenter was very knowledgeable and provided relevant and practical examples."

Julia Erickson (Sweet Refund Financial Srvs)

"I enjoyed it. Very informative, great ideas. I made me realize on the things I have to change now. Thank you"

Kelly Cubellis (Wells Fargo)

"Janine's presentation was chock-full of useful information for women to begin building and maintaining wealth."

Shelly Traverzo (Link America, LLC)

"It was interesting to have the Canadian equivalents of our investment types included. Knowledge presenter."

Susan Skehan (Susan Skehan)

"I would absolutely love my daughters to hear this webinar - I am going to share the handouts with them!!!"

Yenny Munera (Full MUN Construction, Inc)

"Very interesting topics. I really realized that I have to many things to learn about personal finances"

James Daugherty (James M. Daugherty, CPA)

"Very good presentation. Needs to verify her sweeping comments regarding Roth and deductible IRA choices"

Michael Garry (Michael Garry)

"Fantastic webinar. Janine is vert motivated in wanting all of us to succeed in life and in business."

Stephanie Muth (Roswell Park Alliance Foundation)

"This was one of the best webinars I've attended! I liked how Janine made everything very relatable."

Mayuri Pandya ()

"The webinar impressively covered every topic from how to earn to invest to save to give back!!"

Dinah Banks (TAXES DAB LLC)

"Interesting information about how you value your hard earned money and how you spend it."

Randy Harris (Harris & Associates)

"This was an excellent course. As a financial planner and CPA, this was well done."

Lora Sigglin (Sigglin Business Services)

"Fantastic presentation and lots of common sense, realist suggestions! Thank you!!"

Laurie Hopkins (Hopkins Consulting)

"A solid basic discussion on general finances that I would recommend for everyone."

George Peterson (HD Supply)

"Excellent session! Very well done, and helpful. Very much appreciated! Thank You!"

Theresa Phillips ()

"Good course to help one organize their plan for handling money and investments."

Kathy Otermat (Sanoh-America)

"Excellent presentation.Interesting, thought provoking, and useful information."

Phillip Harrison (Strategic Asset Solutions, LLC)

"Excellent introduction to investing, not only for women, but for men as well."

Molly Zagajeski (PKF O'Connor Davis)

"I really enjoyed this Webinar and am excited to share it with my colleagues."

Jerry Smith (Smith Tax Service)

"Very informative and helpful. Would like to see more webinars on investing."

Jennifer Rana Wilson (Jennifer Rana Wilson, CPA)

"I have taken about a dozen of your CPE’s and this was my favorite so far!"

Chris Green (Chris Green, CPA)

"Basic Course but good foundational information. Janine is good presenter"

Jessica Jordan (Brixey & Meyer)

"I really liked the practical things we could do and work on right away."

Bazal Morani (A. Morani CPA PC)

"Wonderful webinar with great information..will be using all of it!!!"

Claudia Alayon (FirstBancorp, Inc.)

"As a woman, I felt empowered during this webinar. Thank you so much!"

Janet Lashley (Hood Industries)

"Really enjoyed the webinar and obtained a lot of useful information"

Susan Green (Company)

"It's so comforting to know that I'm doing all the right things!"

Sarah Burgess (LIV Sotheby's International Realty)

"Janine had a lot of smart tips about finances and investing."

Laura Cahill (Corptax)

"I learned that we are not alone. That was important to me."

Jodie Sechler (Pinellas County)

"Really enjoyed this, insructor certainly knows her topic!"

CATHERINE TROM (Self employed)

"What a great presenter! Thoroughly enjoyed this webinar!"

Wendy Bellamy (WLC Accounting Services, PC)

"Great information and empowering for women! Thank you!!"

Maria Carrera (Wipfli)

"excellent information! so much so that I took notes."

Angela Eaton (CP Automotive Sales, LLC)

"I loved how she talked about values-based investing."

Kay Moore (Conway CPAs)

"It was interesting and gave some sound reasoning."

Oleg Kaplun (BNY Mellon)

"Was a really great class!!!!!!!!!!!!!!!!!!!!!!!"

Bethany Estes (Cintech Construction Inc)

"It was a great presentation, but no thank you."

Janet Black (Janet H. Black)

"A great presentation with helpful information"

Pamela Mallard (SMI Properties)

"Very enjoyable and knowledgeable speaker!"

Vandana Bhandari (State of MD - Dept of IT)

"Great presentation. I really enjoyed it."

heather Zelonis (student)

"As a student this was very helpful !"

Linda LeMaster (R D Hoag & Associates, LLC)

"Excellent presentation! Thank you."

Leigh Turner (Leigh Nichols Turner, CPA)

"Awesome presentation! Thank you! P"

leroyce morris (Solution Tax Accounting)

"Very informative and eye opening"

Jerri Bartram (Island County)

"Excellent, more of these please"

GENEIVE PANTON (CBA TAX PREPARATION SERVICE)

"Very enjoyable and informative"

Zachary Burt (Kistler)

"Very informative discussion."

Sarah Javed (ECFA)

"Janine was very knowledgable"

Victoria (Mary Bischof (aarp)

"useful information...thanks"

Kimberly Lockhart (Basin Energy Company)

"Very engaging presentation"

Sarah Curry (Amgen)

"Really useful information!"

Karol Haugan (CC)

"Very informative webinar!"

Ireen Vandewater (Efferent Media)

"Very interesting seminar."

Virginia La Rosa (Virginia La Rosa, CPA)

"Many good general ideas."

Amy Butala (Moss & Associates, PC)

"She is a great speaker!"

Robin Phelan (Gonder Consulting)

"Very relevant material."

Cyndi, KS

"I thought that the webinar was very informative and the presenter offered a very beneficial approach with the Value Based Life approach. She gave me some things to think about that will improve the quality of not only my professional life but also addressed some changes I can make in my personal life so that I can achieve that sense of being a wealthy woman overall even if my financial situation is not as lucrative as I would hope for. Some of the statistics she shared also made me realize that I am far more blessed that 50% of others who were polled...that is significant."

Lisa, MD

"Janine Rogan is excellent. I don't typically attend webinars geared toward women. However, I found her webinar to be insightful. One polling response that I thought was most interesting was that more than 50% of attendees(mostly women) are not comfortable with investing in stocks. This shows how needed her webinar really is."

Amy, GA

"The timing of this webinar was so appropriate! I am in the process of figuring out what my "second act" is going to look like (post full time employee but pre being fully retired). Figuring out the "why" will enable me to look at all the resources and options that I have and plan accordingly."

Lisa, MS

"The seminar was a good and an informative one. She went over things that you should know or things that you may not think about as part of the big picture (values, priorities, etc). I'm wanting to be better with my financial future, and this seminar has encouraged me to do so."

Kathryn, CA

"This webinar contains essential knowledge that all, especially women, should be aware of regarding personal finance. This should be taught in school, but since it is not, am glad to see it is being offered in this format."

Lauri, AL

"The instructor was wonderful. She gave great examples of ways to start investing for the future and explained all the methods and terminology in ways a beginner could understand without feeling overwhelmed. Thank you!"

Louisa, DC

"This is the best financial literacy presentation I have ever had. The information was precise, succinct and very valuable. Thanks so Janine! Excellent presentation and material. I will recommend this to my colleagues."

Constance, VT

"Wonderfully calm, encouraging,and well paced presentation of information that can be difficult and scary. The calm and enthusiasm of the presenter made the information very accessible."

Christina, MI

"Excellent webinar. Goes into depth about different investment opportunities and the pros/cons of each. I will have to do some homework this weekend to get started. Thanks so much!"

Veronica, WI

"Janine covered the basics of the need to pay down debt and invest, She also covered the various types of investments providing excellent information for the new investor."

Wendy, VA

"The webinar wasn't really that specific to women, but it was very informative. I left with a long to-do list - a good to-do list - things I should research."

Victoria, GA

"I really enjoyed this presentation. As a woman, this made me take a better look at my finances and I am going to make some adjustments for the future."

Kim, TX

"I loved this course! It's nice to see a course oriented toward women and their specific needs and life situations. I'd love to see more on this."

Theresa, IL

"Janine Rogan is knowledgeable and presented the information in an easy to understand format. I will look for her again in future webinars."

Delsi, FL

"Thank you so much for this webinar called Women, Wealth, and Wellness. It was very informative. Thank you again and take care of yourself."

Peggy, ON

"I enjoyed having a Canadian perspective on this presentation. I'm also a (female) Canadian CPA & Janine nailed the subject perfectly!"

Amber, KS

"EXCELLENT! I really enjoy this type of presentation, and the presenter was great too. It's information you can use at home and work."

Stormee, TX

"I really enjoyed the way her polling questions made us think about what we spend on and what we typical bills we can negotitiate."

Jan, WY

"Speaker was very informed, passionate and helpful in her presentation. Would look forward to me webinars from this presenter."

Shannon, OR

"I typically stick to the technical classes so this was a nice change of pace. It was nice to focus on topics applicable to me!"

Denise, NY

"Janine Rogan was very informative and I enjoyed the webinar a lot and learned a few things that I will look into changing."

Mary, MA

"Fantastic webinar as a reminder of the importance of personal wealth and the relationship to personal values - fantastic!"

Virginia, IL

"I enjoyed the question and answer session at the end. It gave us the opportunity to ask about topics in the webinar."

Jutarat, MD

"The instructor is great at presenting and answering question. This is a great topic. I feel empowering. Thank you!"

Deanna, NC

"Relevant and engaging content. She’s a natural teacher. Thank you for your insight on financial literacy!"

Yolanda, TX

"VERY GOOD webinar!!! This course educated, inspired, and encouraged me to become a Woman of Wealth!!!"

RACHELLE, MT

"Excellent webinar. I loved hearing both the Canadian and American perspective and options. Thank you!"

Breanna, MA

"Really enjoyed this webinar! I will definitely consider more of these webinar topics in the future!"

Sammi, IN

"I thought it was very well thought-out course and was in-line with what I was expecting."

Tonya, TX

"Great webinar! I learned a lot about how women should invest and spend money."

Sharon, IL

"Janine's answers to questions at the end of this webinar were very helpful!"

Betsy, TX

"Loved that there was plenty of time for questions and great answers."

Deborah, MO

"Janine was informative and easy to listen to. Good webinar!"

Beth, MO

"Fantastic presentation for both women and men! Loved it!!"

Bonnie, TX

"Very concise, good suggestions, and I enjoyed the class."

Kimberly, OH

"really enjoyed the webinar and practical information"

Lisa, MS

"Great presentation. Very helpful information"

Helen, MO

"good questions to ask yourself and good tips!"

Satydra, VA

"How to save more money and use what I have"

Amy, MI

"Good information (useful, well-explained)"

John, PA

"Great presentation! Great information."

Nurjahan, MD

"Enjoyed this session. Great advice."

Victor, TX

"The webinar was very informative."

Marlena, WI

"I REALLY enjoyed this webinar."

Anna, GA

"Enjoyed class and information."

Binh Phu, GA

"Great Advices! Thank you! <3"

Lisandra, FL

"I LOVED this webinar!"

Lynette Munnings-Pratt (Munnings & Co)

"Presenter was knowledgeable about investments and has inspired me to pursue my interest in learning more about how to maximize my income."

Julia Harris (jhBkkeeping, LLC)

"Very informative and interesting options such as negotiating salaries, utilities, interest rates, etc."

Ngalula Ntambwe (Houston Methodist)

"This webinar encouraged to spend money within my need and not just buying things you don't need."

Christine Nenes (PMC Associates)

"Presenter was knowledgeable and interesting. Good relatable examples were used."

Linda Keller (Friebis & Associates)

"It was enjoyable and I picked up a few new things."

Tammy Jorgensen (TL Taxworks)

"Thank you very informative."

Debbi Armstrong (Self)

"Good class - thank you!"

Brian, OH

"Yes, I was one of the 'ten-percenters' who infiltrated trying to learn the trick for five extra years of life, to no avail. I did, however, especially appreciate the comments on being more cognizant of where your money is going and thinking creatively if this is the best way to get what you want. Very good speaker."

CINDY M, MN

"Janine gave a quality presentation in a very easy to listen to professional manner, making learning her ideas easy enough to allow application to my personal life, as well as to share with my female clients."

Erin, PA

"I enjoyed Janine as a presenter. I thought she was well informed and very professional."

Ann, IL

"Regarding this course: Appreciated time left at end for questions"

Anthony, NJ

"Yes----overall beneficial seminar for the updates presioned."

Catherine, OH

"This webinar was helpful for everyone, not just women."

Kimberlie, IL

"Great financial management overview!"

WOMEN, WEALTH AND WELLNESS

Janine Rogan, CPA

About Our Presenter