Seminars / Speaking

Samanda Morales
Wellfin360 empowers individuals and businesses to navigate the complexities of the financial landscape with confidence and clarity.

As a seasoned financial services professional with over 20 years of experience, I provide expert guidance and actionable insights to help individuals achieve their financial goals.

Through our engaging webinars and dynamic speaking engagements, we offer a platform for learning and growth, covering topics ranging from financial literacy, financial planning fundamentals, money management, and investing with purpose.

The sessions equip you with baseline knowledge to help you gain a high-level understanding of how to make informed decisions and start a path toward securing your financial future.

Samanda Morales

Your journey starts now!

Topics include, but not limited to:

Credit fundamentals

Basic money management and budgeting

Investing with a purpose

Basics of Financial Planning

College planning 101

Debt Management

Are you ready to?

N

Overcome financial challenges

N

Build financial confidence

N

Prepare for unexpected expenses