Join our Conversation & Community Events
Conversation Circle Events
Is there an area of your life where money issues seem a little unsettled? Do you feel like you’re spending a lot of time thinking about this alone, in your own head? Please join us and a small group of like-minded, inquisitive women for a guided conversation on Zoom where we will explore ideas about specific money-related topics.
Examples of Conversation Circle topics include:
Money and Careers
Do our careers support our values and leave us feeling valued? How do we grow our confidence along with our competence and the size of our pocketbook?
Money and Decision Making
How do we make financial decisions? What would we like to change about our money story? How might that impact our lives and our communities?
Raising Financially Literate Children
How do we talk to our sons and daughters about money? How were we raised to think about money and in what ways might we want to rewrite that script?
Financial Building Block Events
Do you (or someone you love) want to add to your financial education in a supportive environment? We lead Financial Building Block events with small groups on Zoom to introduce a particular financial topic and provide time for questions and answers.
Examples of Building Block topics include:
Investing 101
Introduction to the basics of investing in mutual funds, Exchange Traded Funds (ETFs), individual stocks, and individual bonds.
Personal Wealth Tracker
Develop a personal statement of net worth to track what you own and what you owe using our template to get you started.
Retirement Account Basics
Learn what 401(k), 403(b), IRAs, and Roth IRAs are and how they’re used to save for retirement.