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 […]