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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:

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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?

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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?

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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:

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Investing 101

Introduction to the basics of investing in mutual funds, Exchange Traded Funds (ETFs), individual stocks, and individual bonds.

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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.

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Retirement Account Basics

Learn what 401(k), 403(b), IRAs, and Roth IRAs are and how they’re used to save for retirement.

If you’re interested in being added to our mailing list for future events, please fill in your information here: