Personal Finance Bootcamp for Women: Invest in Yourself
Personal Finance Bootcamp for Women: Invest in Yourself
7 educational sessions on personal financial planning | Tuesday evenings, February 25 — April 7, 2020
7 educational sessions on personal financial planning | Tuesday evenings, February 25 — April 7, 2020
Through our experience, many women communicate and make decisions about money differently than men, and studies show this to be true. Our goal is to create a comfortable, small-group learning environment so that participants connect to the subject matter and each other in a way that allows messages to stick and be useful throughout their financial journey.
Who Should Attend: Women with financial means and complexity who would like to gain and reinforce practical knowledge and skills so they can confidently take charge of their financial lives.
Who Should Attend: Women with financial means and complexity who would like to gain and reinforce practical knowledge and skills so they can confidently take charge of their financial lives.
Through our experience, many women communicate and make decisions about money differently than men, and studies show this to be true. Our goal is to create a comfortable, small-group learning environment so that participants connect to the subject matter and each other in a way that allows messages to stick and be useful throughout their financial journey.
Who Should Attend: Women with financial means and complexity who would like to gain and reinforce practical knowledge and skills so they can confidently take charge of their financial lives.
Who Should Attend: Women with financial means and complexity who would like to gain and reinforce practical knowledge and skills so they can confidently take charge of their financial lives.
Top 10 actionable things you’ll walk away with:
- The feeling of empowerment to act boldly and purposefully in order to make the best financial decisions for you and your family
- Deeper understanding of the emotional meanings of money
- More control over your current and future financial situations
- A better understanding of how your cash flow and net worth relate to each other
- Knowledge about how to navigate your tax return and reduce taxes
- Strategies for saving money and investing your wealth
- Best practices for using credit cards to build your credit
- Practical ways to be prepared for life events that come sooner than you expect
- Thoughts about who you want to benefit from your wealth and when
- How and when to find a financial advisor
Top 10 actionable things you’ll walk away with:
- The feeling of empowerment to act boldly and purposefully in order to make the best financial decisions for you and your family
- Deeper understanding of the emotional meanings of money
- More control over your current and future financial situations
- A better understanding of how your cash flow and net worth relate to each other
- Knowledge about how to navigate your tax return and reduce taxes
- Strategies for saving money and investing your wealth
- Best practices for using credit cards to build your credit
- Practical ways to be prepared for life events that come sooner than you expect
- Thoughts about who you want to benefit from your wealth and when
- How and when to find a financial advisor
Ready to Enroll? Sign up here!
What We’ll Cover:
Week 1: Where we’re at and where we’re going. An exploration of the values and goal-setting process followed by the how-tos of building a personal balance sheet and cash flow projection. We’ll also discuss expense management and credit.
Week 2: The wonderful world of income taxes. Discussion of income tax concepts (progressive tax rate, different types of income, deductions, how to optimize charitable gift funding) and an orientation to common tax forms.
Week 3: Exploring saving and investment accounts. Compare and evaluate emergency reserves, taxable accounts, common retirement accounts, 529 college savings plans and health savings accounts.
Week 4: Demystifying investments. A discussion of capital markets, asset classes, investment vehicles and asset allocation. We’ll also explain costs involved with investing and the concept of risk and return.
Week 5: Planning for the “untimely.” Discussion about life insurance, disability insurance and health insurance, and an overview of estate planning.
Week 6: Protecting yourself. Exploration of property and casualty insurance and cybersecurity tips. We’ll also discuss the different types of financial advisors and how they’re compensated.
Week 7: Where we’ve been: Wrap-up. A capstone session to review weeks 1 – 6 and reflect on what we’ve learned and what we can do with this knowledge.
Week 2: The wonderful world of income taxes. Discussion of income tax concepts (progressive tax rate, different types of income, deductions, how to optimize charitable gift funding) and an orientation to common tax forms.
Week 3: Exploring saving and investment accounts. Compare and evaluate emergency reserves, taxable accounts, common retirement accounts, 529 college savings plans and health savings accounts.
Week 4: Demystifying investments. A discussion of capital markets, asset classes, investment vehicles and asset allocation. We’ll also explain costs involved with investing and the concept of risk and return.
Week 5: Planning for the “untimely.” Discussion about life insurance, disability insurance and health insurance, and an overview of estate planning.
Week 6: Protecting yourself. Exploration of property and casualty insurance and cybersecurity tips. We’ll also discuss the different types of financial advisors and how they’re compensated.
Week 7: Where we’ve been: Wrap-up. A capstone session to review weeks 1 – 6 and reflect on what we’ve learned and what we can do with this knowledge.
What We’ll Cover:
Week 1: Where we’re at & where we’re going.
Week 2: The wonderful world of income taxes.
Week 3: Saving & investment accounts.
Week 4: Demystifying investments.
Week 5: Planning for the unexpected.
Week 6: Protecting yourself.
Week 7: Where we’ve been: Wrap-up.
Dates: Tuesdays — 2/25, 3/3, 3/10, 3/17, 3/24, 3/31 and 4/7.
Time: 6:00 p.m. – 8:00 p.m. We’ll serve light snacks and beverages.
Where: The San Francisco office of Aspiriant, located at 50 California Street, Suite 2600.
Please look for street parking or you can pay for parking at Embarcadero Center 3 (enter on Davis or Drumm streets between Sacramento and Clay).
Bootcamp Instructors: Sandi Bragar and Lani Kapur.
Program fee: $1,500 for the entire 7-series class. Aspiriant will donate net proceeds from the course to the Foundation for Financial Planning, a non-profit organization that provides pro bono financial planning services to people in need.
Registration is limited to 10 participants. Sign up today!
Dates: Tuesdays — 2/25, 3/3, 3/10, 3/17, 3/24, 3/31 and 4/7.
Time: 6:00 p.m. – 8:00 p.m. We’ll serve light snacks and beverages.
Where: The San Francisco office of Aspiriant, located at 50 California Street, Suite 2600.
Please look for street parking or you can pay for parking at Embarcadero Center 3 (enter on Davis or Drumm streets between Sacramento and Clay).
Bootcamp Instructors: Sandi Bragar and Lani Kapur.
Program fee: $1,500 for the entire 7-series class. Aspiriant will donate net proceeds from the course to the Foundation for Financial Planning, a non-profit organization that provides pro bono financial planning services to people in need.
Registration is limited to 10 participants. Sign up today!
Ready to enroll? Sign up here!
