MONEY 101: Money & Life Cycles

Event description

Your relationship to money changes over your lifetime. Each stage, from birth to death, has key factors to consider. Understanding these factors allows you to navigate them all successfully! 

This 5-session, small group, highly interactive webinar series, will walk you through key tasks for each life stage:

• Early Years – Get comfortable with money
• Young adult (college & 20s) – Semi-Independence 
• Adulthood – Build and Protect Your Wealth, Marriage & Divorce
• Adult Challenges – Planning for Retirement Savings, Budgeting, IRAs/401Ks, Health Insurance 
• End of Life – Wills, Trusts, Estate Planning

MONEY 101 PROGRAM OVERVIEW

Do you want to take the “Fear out of Finance?” Enroll in Money 101, a five-segment financial literacy program designed for women and conducted by Diane Drey, a certified SCORE mentor. Experienced financial planning and marketing expert Diane Drey will start with basics and take you through ways to manage money more effectively, make the right financial decisions and plan for the future.

Segments include Foundation, Investments, Taxation, Real Estate, and Money and Life Cycles. Each Segment consists of five two-hour classes. The segments can be taken in any order and are independent of each other. All classes are live on Zoom.

WHAT YOU WILL LEARN

At the end of this MONEY & LIFE CYCLES course, you will be able to:

• Apply for Social Security Number for a newborn
• Open financial vehicles for your child’s benefit including: US Savings Bonds, College 529 Savings Accounts, etc.
• Discuss basic economics with your child, including formulating a budget, different types of bank accounts, and understanding the pitfalls of credit cards
• Outline how to build and measure wealth by preparing a Personal Financial Statement
• Explain the impact your career choice will impact economics
• Understand prenuptial agreements and how to manage money as a couple
• Discuss how finances are divided in Divorce
• Summarize when and how to apply for and/or start Social Security and Medicare and how much you will need from other resources to supplement your retirement income
• Prepare for End-of-Life challenges–Organizing your affairs, Will, and Trusts, exercising control after you are gone
• SEE SESSION DETAILS

RULES OF THE ROAD

BEFORE YOU REGISTER, please be certain you can:

1. Attend all 5 sessions in the course. This represents a commitment to yourself and others in the group
2. Work in front of a full-screen computer, allowing screen sharing in a quiet area to allow you to concentrate
3. Agree to complete pre-work before each session. Optimizes your learning experience by enabling you to discuss concepts and examples with your peers and instructor. Pre-work should take approximately 2 hours before the second, third, fourth and fifth sessions.
4. Use a calculator or application if needed to make math calculations.
5. Complete the PRE-CLASS Questionnaire upon enrollment. The Questionnaire helps assess your current financial knowledge so sessions meet your needs. You will receive the link to the questionnaire AFTER enrollment.

REGISTRATION

The Life Cycles course is the Fifth segment of the Money 101 program for women.* The course includes five interactive 2-hour Zoom sessions. 

DATE & TIME: Wednesdays, October 9, 16, 23, 30 & November 6, 2024

DURATION: 4:30-6:30 pm Eastern Time

FEE: For all 5 Investment sessions: $125

EARLY BIRD PRICING $100 if you register on or before September 23, 2024!

Registration is limited to keep the classes intimate. Sign Up Now!