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:

Retirement

What does it mean to have a “good” retirement lifestyle? Do our family members and/or significant others have the same expectations that we do?

Planning Solo

How do we become confident in our financial decisions? How do we continue to “call the shots” as we age? Do we need to consider relying on others?

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 saving and investing including the basics of cash management and 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. Useful if you’ll be in charge of your own finances for the first time and you’re not sure where to start.

Retirement Account Basics

Learn what a 401(k), Roth 401(k), 403(b), IRA, and Roth IRA are. Discuss how they’re used to save for retirement, and when one might be a better solution than another depending on your retirement goals and tax bracket.