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Lauren Smith
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Lauren Smith
Home
About
Widowed
Divorced
Head of Household
Services
Resources
Contact
FINRA's BrokerCheck
Home
About
Folder: I Am...
Back
Widowed
Divorced
Head of Household
Services
Resources
Contact
FINRA's BrokerCheck
How to Use the Holidays to Start Conversations About Caregiving
Lauren Smith 11/18/25 Lauren Smith 11/18/25

How to Use the Holidays to Start Conversations About Caregiving

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How to Invest When You Receive a Large Sum of Money
Lauren Smith 11/4/25 Lauren Smith 11/4/25

How to Invest When You Receive a Large Sum of Money

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Hidden Costs of Retirement: What You Might Be Overlooking
Lauren Smith 10/16/25 Lauren Smith 10/16/25

Hidden Costs of Retirement: What You Might Be Overlooking

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3 Cybersecurity Tips For Your Finances
Lauren Smith 10/8/25 Lauren Smith 10/8/25

3 Cybersecurity Tips For Your Finances

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How to Spot a Financial Scam Targeting Women
Lauren Smith 10/3/25 Lauren Smith 10/3/25

How to Spot a Financial Scam Targeting Women

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Estate Planning for Women: The Essential Documents You Need & Why
Lauren Smith 9/30/25 Lauren Smith 9/30/25

Estate Planning for Women: The Essential Documents You Need & Why

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The One Big Beautiful Bill: 5 Key Tax Changes To Leverage
Lauren Smith 9/8/25 Lauren Smith 9/8/25

The One Big Beautiful Bill: 5 Key Tax Changes To Leverage

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Long-Term Care Planning: The Overlooked Piece of a Woman’s Retirement Plan
Lauren Smith 9/4/25 Lauren Smith 9/4/25

Long-Term Care Planning: The Overlooked Piece of a Woman’s Retirement Plan

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Why Women Outlive Men—And The Financial Implications
Lauren Smith 9/4/25 Lauren Smith 9/4/25

Why Women Outlive Men—And The Financial Implications

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Should You Pay Off Your Child’s College or Fund Your Own Retirement First?
Lauren Smith 8/14/25 Lauren Smith 8/14/25

Should You Pay Off Your Child’s College or Fund Your Own Retirement First?

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Financial Planning After Divorce: Where To Begin
Lauren Smith 8/14/25 Lauren Smith 8/14/25

Financial Planning After Divorce: Where To Begin

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The Top 10 Money Mistakes Women Make In Their 50s & 60s
Lauren Smith 8/7/25 Lauren Smith 8/7/25

The Top 10 Money Mistakes Women Make In Their 50s & 60s

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Financial Considerations in the Wake of Large-Scale Crisis & Tragedy
Lauren Smith 7/15/25 Lauren Smith 7/15/25

Financial Considerations in the Wake of Large-Scale Crisis & Tragedy

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The Sandwich Generation Squeeze: Supporting Kids and Aging Parents Without Losing Your Own Financial Footing
Lauren Smith 7/2/25 Lauren Smith 7/2/25

The Sandwich Generation Squeeze: Supporting Kids and Aging Parents Without Losing Your Own Financial Footing

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Life After Retirement: Who Are You Without Your Job Title? (Ep. 94)
Lauren Smith 6/17/25 Lauren Smith 6/17/25

Life After Retirement: Who Are You Without Your Job Title? (Ep. 94)

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Having The Tough Conversations About Death & Finances (Ep. 93)
Lauren Smith 5/14/25 Lauren Smith 5/14/25

Having The Tough Conversations About Death & Finances (Ep. 93)

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Strategic Money Moves Through the Seasons of Motherhood
Lauren Smith 5/7/25 Lauren Smith 5/7/25

Strategic Money Moves Through the Seasons of Motherhood

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6 Key Financial Numbers Every Woman Should Know
Lauren Smith 4/25/25 Lauren Smith 4/25/25

6 Key Financial Numbers Every Woman Should Know

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Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy (Ep. 92)
Lauren Smith 4/17/25 Lauren Smith 4/17/25

Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy (Ep. 92)

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Giving While Living: How to Gift Money to Children & Grandchildren Without Tax Consequences
Lauren Smith 4/17/25 Lauren Smith 4/17/25

Giving While Living: How to Gift Money to Children & Grandchildren Without Tax Consequences

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Lauren Smith is a Financial Advisor serves as a Chief Operating Officer and Managing Partner of Winstone Wealth Partners in Houston, Texas.

She is a CERTIFIED FINANCIAL PLANNER® Professional.

Winstone Wealth Partners

1400 Post Oak Blvd., Suite 150. Houston, Texas 77056

Phone: (713) 244-3030

Winstone Wealth Partners provides all investment advisory services through
Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.

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