Overview This course is intended for women who want to go back to the basics and establish a strong financial foundation before they modify their investment strategy or make new investments. Course Structure The Financial Planning Basics course is a 3-part series that will be supported by monthly Circle discussions and Ask the Expert sessions […]
Overview This course teaches you how to discover more about what you currently own in the stock market, and shows you how to use freely available online tools to find and replace some (or all) of your stock holdings with more values-aligned investment options. It also shows you how to use your position as a […]
Overview This course will introduce you to the angel/venture capital (VC) model of private equity investing, including the foundational terminology and concepts you need to know as an investor in early-stage businesses. It will also explore some of the other financial structures you can use to invest in companies that are not traded on the […]
Overview This deep dive course is intended to help you clarify what you want from your financial advisor and then take you through the steps to find an advisor that meets your needs and is a great fit for you. Course Structure The Financial Advisor course is a 3-part series that will be supported by […]
The main thesis of this barrier-breaking book is that when women make financial decisions and apply their skills across all capital markets, it leads to higher returns for individual investors and greater economic growth—a true win-win for all. Backed up by extensive research and real-world experience, The XX Edge makes a compelling argument in support […]
Would you like to lead your own IFB Circle? Join us to learn more about joining the Fall 2022 Leader Cohort! Have you longed for a trusted community of women with whom you can develop the confidence to move your money into purposeful investing? Have you already discovered the power of values-aligned investing and want to […]
In this webinar, we are going to learn from the experience of two senior members at Wetherby Asset Management: Kate Morham, a CFA and CFP® with over a decade of experience as a financial advisor, and Ria Wright who has held a pivotal role at the firm for 6 yr. Together these women will explore […]
Lauren is an Invest for Better Pathfinder, the author of early drafts of what ultimately became Chapters 7 & 8 in Activate Your Money, and Partner & Chief Investment Officer at the Sorenson Investment Group. In this role, Lauren oversees the Foundation's market-rate investment portfolio, which is 100% mission-aligned. Prior to joining the Group, Lauren was […]
Overview Invest for Better is excited to announce our partnership with the Women’s Money Lab (W$L), which will allow us to bring W$L’s flagship Financial Courage Immersion Lab to the young women in our members’ lives. As an IFB member, you are already on your own personal journey toward the knowledge and confidence you need […]