IN PERSON: Women represent a major socioeconomic force with growing influence in politics, education, finance and business. Yet, many of us feel anxious or unprepared when it comes to navigating our own wealth journey. This course will first highlight the strengthening economic power and influence of women in our society and how many women are uncertain about how to strategically plan for their life events. We will then discuss real-life scenarios including widowhood, divorce, caring for a spouse or aging parents, retirement, estate planning and leaving a legacy. Finally, we'll bring it all together by addressing the role of financial planning in helping to achieve positive outcomes. Attendees will receive case studies, worksheets and checklists that will help support them on their wealth journey. The ultimate goal is to empower women to take control of their financial future by providing them with trustworthy information, helping them build confidence and reducing their anxiety. | Lecture + Q&A, Facilitated discussion, Active Skill Learning.
Max enrollment: 15.
Location: Judea Reform Congregation, 1933 W. Cornwallis Rd, Durham NC 27705
