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pHERsonal finance day

pHERsonal finance day
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WHAT IF WE TOLD YOU THAT ONE DAY OF FINANCIAL ENGAGEMENT COULD POTENTIALLY SAVE YOU AS MUCH AS $500K IN FEES ON YOUR 401K? OR SAVE YOU $2K ON YOUR TAXES? OR HELP YOU PAY OFF YOUR CREDIT CARD, MORTGAGE, OR STUDENT LOAN DEBT TWO YEARS EARLIER?


mission & goals


The mission of pHERsonal finance day is to create a supportive space for women to take action to improve their finances. When talking to women about their financial to-do lists, they tell us that time and knowledge are the biggest barriers to getting started. To address both obstacles, we have created a personal finance day. Think of it as a mental health day with a higher financial ROI. Below is what you can expect from your pHERsonal finance day:

Action and not just talk: We want you to generate at least $5K in value by giving you time + access to experts where you can finally open up a high-yield savings account, roll over your old 401K to an IRA with lower fees, refinance your student loans, etc. Follow us at @her.finance.day to help prepare for the event. 

A modular structure that allows you to join the sessions that add the most value for you: We will have eight different one-hour sessions that focus on topics from investing, to health savings accounts, to home buying (check out our preliminary schedule at a glance).

Access to advisers who know the unique challenges women and working moms face: In an industry where over 85% of advisers are men, we are partnering with female experts (CFPs, HR specialists, etc.). Each has volunteered to anchor an hour-long session, which will include 5-10 minutes of presentation followed by active work time with access to your session’s expert.  Join as many or as few sessions as you like! 

Unlike a typical speaker event, pHERsonal finance day aims not only to educate and inspire but to demand action. Our goal is that, when the day ends, you will have made real, quantifiable improvements to your financial health.  But that’s just the beginning. By leveraging the power of existing women’s networks, we hope to establish the norm that making time for your money is just as important as making time for your well woman exam.

Cost: $20

Value: Access to female finance advisers, a financial quiz to help you determine your highest impact financial to-dos, and PDF copies of eight exercises in topics from buying a house, to planning for baby, to figuring out if you're on track to retirement to get your financial house in order

Views - 24/08/2019 Last update
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Houston, 77006, TX, United States
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  1. Houston
  2. Eryn Schultz & Kara Forage
  3. pHERsonal finance day
 
 
 
 
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