April is Financial Literacy Month! Join SheMoney for a financial check-in and workshop designed to further your financial wellbeing.
Jacki Zehner, founder of SheMoney will kick off the workshop with a group session where she will share her own money story, and present our financial wellness and 7 Money Moves frameworks. You will then be invited to pick ONE of four breakout sessions, lead by industry experts, that are aligned with where YOU are on YOUR financial journey. Getting grounded will be about understanding credit and managing debt, and the other three will be focused on various aspects of Investing, our favorite money move.
Learning Goals:
This session is designed to help women:
Understand the deeply interconnected relationship between financial wellness and overall wellness using SheMoney’s proprietary Wellness Wheel & Money Moves frameworks
Understand where they are in their own financial life cycles in order to help identify the areas of financial wellness to focus on, using the Money Moves framework
Develop an “action plan” around improving their financial health in the areas(s) most relevant to their current life cycle phase
Breakout Session Details:
Getting Grounded: Managing Debt & Improving Credit - Session Lead: Jerevie Canlas
One of the keys to building financial stability is to elevate how we BORROW. Family finance expert Jerevie Canlas will share tips and strategies to optimize your borrowing, from a building a healthy credit score to more effectively monitoring, controlling and managing your debt (think credit cards, student loans, car or home loans, etc)
Getting Going: Investing 101 - Session Lead: Tracey Dean
One of the most powerful ways to grow your wealth is to INVEST. It’s a myth that you need a lot of money to start investing. You can get started simply and with small amounts of capital. Financial advisor Tracy Dean is all about supporting women+ on their journey to financial freedom. She will cover all the investing basics in this Investing 101 workshop.
Getting Growing: Advanced Investing & Planning for the Future - Session Leads: Sarah Bird and Liz Bernhard
Continue growing your wealth and building a secure financial future by leveling up your ability to INVEST and SAVE. Experienced wealth advisors Sarah Bird and Liz Bernhard will join us to explore more advanced investing topics like building diversified portfolios and private equity investing, as well as key concepts related to saving and retirement planning.
Bonus Track: Investing in Women+ - Session Lead: Millicent Tracey
In addition to creating financial prosperity for ourselves, choosing where and in whom we INVEST can be a powerful tool to support women+, especially those who are building the companies of the future. Millicent Tracey will share her story as an investor in women-led companies and funds as we explore ways that accredited investors* can become champions of women founders and funders through early stage private equity investments.
*The SEC defines an accredited investor as either: an individual with gross income exceeding $200,000 in each of the two most recent years or joint income with a spouse or partner exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.
A special thank you to our Partner Sponsor: Zions Bank
Thank you to our Event Host: Kiln and our Beverage Sponsor: Vine Lore Wine & Spirits
Interested in this session but finding the ticket cost a barrier? We have a few scholarship seats available. Please email info@sheplace.com for more information.
*While our events and offerings are catered to women+, we welcome and invite all men and allies who share our values for a more equitable world!