Finding Financial Literacy

If you’re a woman over age 50, we’re willing to bet you’ve received a number of invitations to free dinners hosted by a financial advisor.

While some of these dinners can be a useful way to begin the process of building your financial knowledge, many are used to sell high commission products rather than holistic financial advice.

So, before you commit to an evening at your local chain restaurant, take a look a what we believe you should be receiving for you tie:

Tailored Content and Relevance: A good financial workshop for women should address their unique needs and challenges. It should cover topics such as budgeting, investing, debt management, retirement planning, and entrepreneurship. The content should be tailored to different life stages, taking into account the varying financial concerns of women at different ages and circumstances.

Engaging and Interactive Format: The workshop should adopt an engaging and interactive format to keep participants actively involved. Incorporating discussions, group activities, case studies, and real-life examples can enhance learning and encourage participants to share their experiences. Hands-on exercises and interactive tools can help women apply the concepts learned in the workshop to their personal financial situations.

Knowledgeable and Experienced Speakers: The workshop should feature knowledgeable and experienced speakers who can effectively communicate complex financial concepts in a relatable manner. Ideally, the speakers should have expertise in finance, wealth management, or financial planning and be able to connect with the participants, inspiring them to take charge of their financial lives.

Practical Tools and Resources: A good financial workshop should provide participants with practical tools and resources they can use beyond the workshop. This can include budgeting templates, investment guides, recommended reading materials, online calculators, and reputable websites for further information. Equipping women with these resources empowers them to continue learning and applying financial principles in their everyday lives.

Networking and Support: Networking opportunities are essential in a financial workshop for women. Encouraging participants to connect with one another can foster a supportive community where women can share insights, experiences, and success stories. This network can serve as a valuable source of ongoing support, collaboration, and mentorship in the journey towards financial empowerment.

Follow-up and Continued Learning: To ensure the workshop’s impact extends beyond the event itself, a good financial workshop for women should offer follow-up sessions or resources for continued learning. This can include webinars, online courses, or regular newsletters covering relevant financial topics. Providing ongoing support and educational opportunities will enable women to deepen their financial knowledge and reinforce their newfound skills.

If you like to attend a financial education workshop like this, let us know. We’d love to have you at our next session.