SWE-SD Financial Workshop

Did you know?

• 66% - Women are estimated to control two-thirds of the consumer wealth in the U.S. over the next decade.

Source: Pew Research Center, Breadwinner Moms report, (2013)

• 41% of women surveyed are making financial decisions alone.

Source: Women and Financial Power study from Ameriprise, (2014)
 

Roll up your sleeves and join SWE-San Diego as we take a deep dive in a workshop designed by women for women on Financial Planning!
​
​When:
Tuesday, May 8, 2018
5:30pm – 7:30pm

Nichole Mayer of Westpac Wealth Partners will work with our group on Empowering Women for Financial Freedom. Her work has been focused on the San Diego community and with STEM-related professionals helping clients obtain financial balance. A financial plan starts with concepts and arrives at a detailed and flexible plan to obtain objectives. All attendees will receive a workbook for the day of and leave with access to an online financial planning tool, WealthSteps.

Our workshop will provide a roadmap including the following steps:
Step 1: Matching money with your values & goals
Step 2: Understanding your financial foundation
Step 3: Small change, big results
Step 4: Checklist for your future
Step 5: Ways to learn about saving and planning
*Additional tips and tricks will be included in your workbook as a take-away.
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Where:
Mitchell International
6220 Greenwich Drive
San Diego, CA 92122

Price:
Free for registered SWE Members
$5 for non-members

Deadline to RSVP is EOD Thursday, May 3rd!  ​
Use password "Westpac" when RSVP-ing.

Click Here to RSVP

Light appetizers and refreshments will be served!
Please RSVP so we can get an estimated headcount. 

Please contact secretary.swesandiego@gmail.com if you have any questions or experience any difficulties with RSVP-ing.

Thank you,
FY18 SWE-San Diego Professional Development Committee ​