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Unleash Your Financial Savvy 

Presented by the She Runs It Multicultural Committee

Money can’t buy love, as the song goes, but it often equates to power and freedom. This is why women are increasingly exercising new muscle to manage their finances. She Runs It will kick off the new year with three consecutive days of conversations designed to sharpen money acumen. The goal is to empower women– in fact people of all genders – to seize control of their financial future. Each day will start with a discussion on a specific topic (think financial planning and building generational wealth), then participants will break out into smaller groups to dive deeper into specific financial levers (like debt consolidation and savings strategies). Attendees will walk away from this three-day workshop feeling more confident and equipped to tackle their money challenges and achieve financial confidence.

Day 2:

12:00-12:15pm Interactive Activity 

Lisa Bull, Viacom/CBS, Northeast Multicultural Committee Tri-Chair

12:15-1:00pm Investing 101 

Liz Frazier, Financial Planner, Author and Forbes Contributor 

1:00-1:30pm Breakout Rooms *choose one room when registering

Years to Retirement 10/20/30+ years

Liz Frazier, Financial Planner, Author and Forbes Contributor

Planning for retirement can look different depending on where you are in your career and in the workforce. In this breakout room, our speaker(s) will review smart financial strategies for those who are just beginning their career journey or on the cusp of retirement. From calculating how much you’ll need to support yourself in retirement, to understanding the various types of accounts and their advantages, attendees will leave with a holistic understanding of the steps to take to best prepare for retirement.

Maximizing Company Benefits (HSA, 401(k), FSA, etc.)

Rahab Hammad, Senior Manager, Benefits, Snap

It’s never good to leave money on the table! In this session, our speaker(s) will examine how to maximize company benefits and make the most of retirement accounts, health accounts, and ancillary benefits.

Maximizing Your Investments

Ronit Rogoszinski, CFP (R), Women and Wealth Solutions

We all know that a savings account has the growth rate of a snail, so in this session you will learn where to invest your money to optimize ROI. Attendees will walk away from the session with tangible options to start investing right away!

 

*One ticket purchase gives access to all three days*

Members $50 | Young Executive Members $25 | Non-Members $75

Members- to unlock your member pricing promotional code, please sign in to your She Runs It account.

You will receive the link to the Zoom meeting no later than 1.5 hours prior to the event beginning.

Date:

February 16, 2022

Time:

12:00 pm - 1:30 pm EST

Organizer

Email

info@sherunsit.org