2017 Financial Workshops

Attending the 2017 Money Conference for Women? You have the opportunity to take ONE morning workshop and ONE afternoon workshop. Learn more about the workshops at this year's conference below. Haven't registered yet for the Money Conference? Registration is FREE and easy. 

Morning Workshops

  • Investment Basics: A Guide to Your Investment Options

    Investing can be intimidating. Learn the basics, what to expect and how to choose the right investments for you! This workshop will equip you with the investing lingo and empower you with the tools necessary to get started. Stocks; Investment Strategies; Investments to lower taxes; choosing and using self-investment software; buying stocks and bonds.

  • Money Matters

    Learn about how it all comes together. This workshop focuses on basic money management skills, setting goals, developing a spending plan, reducing expenses and debt reduction. Real examples will engage you and empower you to manage your household’s resources and achieve your financial goals.

  • Navigating Life's Changes

    Financial Planning for Women 35+

  • Pay Negotiation Techniques for Women

    Statistics on pay inequality. Wage disparity; Negotiating when seeking a new job or pay raise; Preparing for an interview.

  • Retirement Planning: A Reality Check

    Learn the truth about some of the most popular and misunderstood myths on preparing for retirement. This workshop explains important concepts and principles of creating retirement income including how much money you will need, social security, investments for retirement, the rules of withdrawing your retirement savings and working with financial adviser. Spending down for eligibility at 65; What needs to happen and when; Retirement savings; Retirement security (advanced version); Managing 401K or 403b. SSA representative available for questions.

  • Small Business: Making Your Dream a Reality

    Thinking of starting a business of your own? Move from ideas to action! Determine if entrepreneurship is the right step for you. Learn about business planning, financial preparation and budgeting, sources of capital and some key issues a small business faces in the startup phase. Investing for small business owners. Business plan for funding vs. planning for growth; how to start a new business; small business 101; social enterprise vs. creating a business vs. Non-profit; trouble shooting challenges for small business owners; estimating projections, restructuring, changing business plans; developing a business plan; marketing ideas, maintaining customers, research for vision; legality of trademarking and licensing; women starting businesses: do’s and don’ts.

  • Women as Caregivers: The Financial Impact to the Sandwich Generation

    Navigating the financial impact of the “Sandwich Generation” presents unique challenges. Are you raising children, supporting an adult child, assisting an aging parent or taking care of a child with special needs? Attend this workshop to learn vital information and strategies to deal with these challenges. What does it really mean to make that commitment?

  • Women & Money: Taking Control of Your Financial Future

    This session will cover results and observations from Prudential’s research study “Financial Experiences and Behaviors Among Women” and provide an action plan for women to take control of their financial future.


Afternoon Workshops

  • Financial Workshop for Young Professionals (18-35)

    About to gain your independence, but know very little about managing your money? Get savvy about planning for your financial future by attending this workshop. Learn ways you can plan and manage money to live comfortably without guilt or stress. Learn the “real life” cost of living, how to develop a spending plan and effectively manage debt. How to rent an apartment; car loans; banking; health insurance.

  • First Time Home Ownership

    Learn the fundamentals of preparing for home ownership. This workshop will cover understanding your credit score in the loan process, what steps to take in applying for a mortgage, how to shop for the right mortgage lender, how to avoid predatory lenders and how to calculate monthly payments. How to talk to banks re: loans and financing; finding and managing affordable housing; credit and credit reports.

  • Money Matters

    Learn about how it all comes together. This workshop focuses on basic money management skills, setting goals, developing a spending plan, reducing expenses and debt reduction. Real examples will engage you and empower you to manage your household’s resources and achieve your financial goals.

  • Preparing Your Small Business for the Next Step

    Are you a business owner with at least 3-5 years experience? Do you know how to determine the value of your business? Are you interested in learning about financing options to grow and expand your business? Want to learn more about setting up a retirement plan for you and your employees through your business? This workshop will help experienced business owners answer these questions and more.

  • Re-Building After Financial Loss and Crisis

    Recovery from financial loss: how to re-build credit, standing, saving, etc.

  • Student Loans

    Whether you are trying to make college a reality for yourself, your child, grandchild or other loved one, this workshop will help you navigate solutions to save, and learn about ways to pay for college including financial aid strategies. Student loans: choosing, pit-falls and alternatives. Understand the twists & turns of navigating your way through paying for college. Tips on understanding how “financial aid” varies between public colleges/universities and private college/universities. What is the value of a larger vs. smaller college or university.

  • Women & Money: Taking Control of Your Financial Future

    This session will cover results and observations from Prudential’s research study “Financial Experiences and Behaviors Among Women” and provide an action plan for women to take control of their financial future.

  • Working & Getting Nowhere: How to Build a Better Future

    Getting out of poverty road map; Developing a budget and how to save. The realities for workers stuck in low paying wages are not the same as higher earners. How can you plan & strive to improve your economic situation? This workshop will discuss how to go from barely making it to starting on a new track. Budgeting on a shoe-string, the value of banking, paying for better training & education, and where the supports are for you to work with.

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