IN PERSON: At some point, many women will become their family’s sole financial decision maker. And while they may be comfortable with basics like budgeting, a lot of women lack the know-how and the confidence to take on the responsibilities of investing — even though study after study shows that women make better investors than men. What drives the confidence gap, and how do we overcome it? Combining the technical with the philosophical, and incorporating small group discussions, storytelling and journaling (plus a dash of Taylor Swift), this unique course begins by examining our own money stories and what shapes our beliefs, thoughts and feelings about money. We will explore a wide array of subjects that touch on both the art and the science of investing. These include: asset allocation, choosing an adviser, the financial media, investment fads, behavior, bias and biology. At the end of six weeks, participants will have newfound knowledge to step into their financial future with confidence. | Lecture + Q&A, Facilitated discussion.
Max enrollment: 15.
Location: Judea Reform Congregation, 1933 W. Cornwallis Rd, Durham NC 27705
Sarah Charles (Duke, B.A. economics, ’97) teaches women of all ages, stages and wages how to embrace their financial power and prepare for their financial future. A champion of women’s financial independence, she’s worked in financial services for 20-plus years, and in 2023 she launched an hourly only planning practice with her husband. She is a passionate storyteller known for connecting authentically with stakeholders, a mission-driven thought leader on developing female leaders and a Swiftie.