A unique series is designed and facilitated by Anne Wieboldt, MBA CFA(R) CFP(R), and Nancy Wieboldt, MBA, CTFA(R), to help you to become a more confident financial services consumer.
Participating in the Financial Wellness series, you will learn how to tackle a number of common financial concerns and how to solve new concerns as they arrive. No products or services are promoted. Each class includes a review of a basic financial skill or topic, a current events-type article, and plenty of discussion time for individual concerns. About half of every class is devoted to discussion so that women present can build on each other's experience and wisdom.
January 24 -Record-keeping - Learn what to keep and how to keep it.
January 31 - Budgeting - Learn top down spending awareness; a critical lifeskill.
February 7 - Saving and Investing - Learn how to make your money work, so you can worry less.
February 14 - Financial Product and Services Comparison - Learn consumer skills for personal finance and how to cut through information overload.
March 7 - Evaluation of a Stock or Mutual Fund - Learn to use public information sources to research possible investments.
March 14 -Planning for Medical Costs - Learn how to quantify and cope with rising medical costs.
6 Wednesdays, 10 to 11:30 am. $125 for series, $25 per session.
Through a discussion of the latest research, financial consultant Felicia O’Malley will explore the cognitive biases in our decision-making. We will discuss how biases impact our decisions, from what shoes we buy to how we invest our money.