Do you have a retirement plan? How do you manage your holiday spending? Does your budget and balance sheet align with your core values?
No doubt, these are really big questions, and something that many people – especially women – don’t talk about often enough. Our Women’s Personal Finance workgroup is a casual bi-monthly meetup for any woman that wants to learn more about finances, better understand their own financial habits and needs, and get more comfortable asking questions and learning about this big subject.
The group started in mid-2018 with a few financial professionals as an expert-led session, but has shifted into a workgroup format: using books and worksheets from popular finance books, apps, and blogs, the group together discusses ideas about and solutions to common finance issues. All are chosen to help attendees on their own financial learning journey, wherever they might be starting!
The group is facilitated by our Marketing Coordinator Andrea, who’s passionate about learning everything about finance. We are lucky to have Tania Fukuda as a member of the group. Tania is a professional financial planner who brings years of personal insight and passion to the group.
Some of the books, worksheets, and tools that we’ve used previously in workshops include:
- The Art of Money: The Life-Changing Guide to Financial Happiness by Bari Tessler
- You are a Bad** at Making Money: Master the Mindset of Wealth by Jen Sincero
- The Heart of Money: A Couple’s guide to Creating True Financial Intimacy by Deborah Price
- Overcoming Underearning: A Five-Step Plan to a Richer Life by Barbara Stanny
- The Compound Effect: Jumpstart your Income, your Life, Your Success by Darren Hardy
- … along with various tools, videos, worksheets, and excerpts from these books and others.
We are always open to additional books, websites, apps, tools, and ideas for future groups.
And in case you’re wondering why this group is just for women, there are lots of good reasons! Women are traditionally excluded from many investment and finance opportunities, both as professionals and personally. Added to that, women historically (and currently) make much less money than men, and they take more time off caring for families– risking their jobs and losing out on income in vital growth years.
This means that women are in a very different financial situation than men at almost all stages of their lifetime, which means that women have very different financial needs. This necessitates a space where women can learn from their peers as they become more comfortable talking about finances – and we think our Personal Finance workgroup is the perfect place to start!
If you want to join the conversation, please join us on the second Tuesday, every-other month. The next event is February 12, from 12pm-1pm. Check out the Facebook group and join the conversation!