Events

Talking About Money: Can it be easier?

Conversations about money don't have to be so nerve-wracking. Whether you have to talk to parents, children, your employer, or potential donors for your favorite cause, getting the courage to talk about money can be tough. Even facing your own internal thoughts about money, and taking positive steps can be hard, and that's only involving you! When you have to talk to others, often sweaty palms or avoidance all together are our default setting. So let's get rid of some of that nervousness and anxiety about money conversations and make it a bit easier. We will spend this time talking tips and tools for building confidence around money conversations.

Protecting Yourself From Financial Scams

We are all worried of financial scams. And we have good reason to be nervous. We are wired emotionally to fall for scams, which definitely feels uneasy. And scams are on the rise. They are also getting more sophisticated.  We will talk about research on scams, why we fall for them and how to protect ourselves from financial scams. The more you know, the more discerning and proactive you can be to protect your financial information and your financial accounts.  

Talking with family about money is hard: How can we make it easier?

It can be challenging to bring up finances with family members.  Most of us don't have a lot of positive experiences talking about money so finding the right language, the right time and the right approach can often feel insurmountable.  When we do talk about money, it can feel very uncomfortable.  This seminar provides some tools and framework for having those money conversations.

Harnessing the Power of Women: Investing Strategies

QCDs: Charitable Giving as a tax strategy

Giving makes us happy. Let’s talk about sharing wealth without worries.