Matters will embrace budgeting, debt administration, investments, retirement accounts, life insurance coverage fundamentals, property planning, asset safety, and extra.
This text was contributed by the Group Basis for San Benito County.
The Group Basis for San Benito County is taking the initiative to supply girls with the mandatory instruments to be in command of their monetary well-being. The dearth of fundamental monetary expertise is felt extra acutely by girls, in accordance with a survey by Laurel Street, a nationwide on-line lending firm.
In 2019, Laurel Street surveyed 1,000 college-educated adults, and the outcomes have been important.
“The info reveals a transparent want for improved private finance schooling, the dearth of which girls particularly are paying for later in life,” stated Alyssa Schaefer, chief advertising officer.
Of all of the survey respondents, solely 66% of the ladies reported having an emergency fund versus 82% of the boys. Ladies have been almost twice as possible (37%) than males (20%) to not have any cash saved for retirement.
With assist from the Basis’s Ladies’s Fund and three superb girls from the monetary world, this workshop will present girls a protected and supportive house to be taught. Matters will embrace budgeting, debt administration, investments, retirement accounts, life insurance coverage fundamentals, property planning, asset safety, and extra. There might be workout routines and time for questions and solutions from the professionals.
Shannon Wilkinson, CPA, has 20 years of expertise working for tax and accounting companies, however in 2018, she determined to open a tax and bookkeeping observe to serve our local people. Wilkinson is fulfilling her dream and serving to shoppers to pursue their ardour for constructing an superior enterprise.
Alexis Winder, monetary advisor, companions with and empowers shoppers to personal their monetary future with confidence. She works with native households and companies to determine, develop, and defend wealth by personalised methods.
Marla Pleyte, property planning legal professional, has maintained workplaces in Santa Barbara, the place she lives, and Hollister, her hometown since 2007. She gives complete property planning providers and a household regulation observe specializing in mediation, settlement, and litigation of economic points.
Whether or not you’re a girl who’s working, retired, pondering of retiring, or desires to achieve extra data about funds, this two-and-a-half-hour workshop is for you. You may additionally know a younger girl (daughter or granddaughter) that might respect this workshop as a present—give them the arrogance to achieve success with their monetary future. Attendees will go house with new expertise, in addition to a monetary planning toolkit, together with an organizational binder, budgeting templates, and different assets.
If you need to attend the workshop, there are two dates to decide on: Wednesday, April 29, from 11 a.m. to 1:30 p.m. (together with lunch) or Thursday, April 30, from 6 p.m. to eight:30 p.m. (together with dinner).
Paine’s Restaurant is the venue for each workshops. Tickets are $30 and seating is restricted. Reserve your spot at present by Eventbrite. For questions, please name Brenda Weatherly at (831) 630-1924.