Dreams to Reality: Take Control of Your Financial Life (Session 1)
January 26 @ 12:00 pm - 1:00 pm
Join us for this interactive and engaging three-part series focused on YOU and YOUR personal finances.
As women, we spend a lot of time focused on taking care of everyone else and will sometimes put ourselves and our financial health second. This series will help you take a fresh look at your finances, and provide you with the tools to help you get organized, focused, and help you turn your own dreams into realities. And we do it in a safe, comfortable, and engaging environment.
What you’ll learn in these 3 Sessions:
January 26th: We’ll work with you to assess your current financial situation and start to explore your goals.
– Survey the Board: Know where “You Are”
– Set Goals: What is your “Dream”
– Focus: Critical Documents, Generating Personal Balance Sheets, Exploring Wealth Goals
February 2nd: We’ll revisit assessments and goal setting and help you focus on strategies to reach your goals and identify events that could detour your goals.
– Set Strategy: Getting there
– Assess Risks: Bumps in the road
– Focus: Why Women Are Different – Financially Speaking, Steps To Success, Possible Risks we face
February 9th: We continue the process and see how it all comes together.
– Checkmate: Who can help
After you register, we will send you the Zoom access link.
Women in Wealth of Stamford is a group of Morgan Stanley female financial advisors who have come together to help women, and all clients achieve their financial goals through education and engagement.
This event is part of a series of interactive educational workshops presented by HAVYN Coworking. The goal is to educate HAYVN members & guests on marketing, finance & technology strategies and tactics to grow their business. HAYVN presents these seminars on a regular basis as a way to educate and inspire their members.