Course Description

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

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Section Title
A New Money Story: Prepare for Your Future With Confidence
Classroom - In Person
11:00AM to 12:30PM
Feb 14, 2024 to Mar 27, 2024
Schedule and Location
Contact Hours
Delivery Options
Classroom - In Person  
Course Fees
Section Notes

Please note: Journals will be provided for all participants to use during the six-week course. Two of the classes will be held as conversation circles, which are purposeful opportunities for participants to gather and talk about topics that are important and meaningful to them in an intentional manner.

Required supplies/fee: The instructor will provide journals for all participants.

Recommended reading:
Morgan Housel, "The Psychology of Money" (9780857197689)

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