At the intersection of inspiration, education, and meaningful conversation, Women & Finance workshops empower you to take a closer look at your financial future.
These sessions introduce innovative strategies that align your philanthropic values with your financial goals—helping you build a better world for your family and community.
We’d love to bring a workshop to you. We are happy to coordinate with your schedule and host a session during a committee, volunteer, or group meeting—whenever it’s most convenient.
To schedule a workshop, contact us at giftplanning@rchsd.org or call 858-966-5804.
Workshop Opportunities
- Estate Planning 101
Learn the basics of an estate plan—what you need and why you need it to properly plan for the unexpected. - Financial Regrets: Lessons Learned
Through the lens of women on their own financial journeys, uncover regrets, capture insights and hear valuable lessons learned along the way. - Fundamentals of Investing
Investing best practices to make sound financial decisions. - Financial Wellness: Preparing for Life Transitions
Prepare for life’s what-ifs, including loss of a partner, incapacity and longevity. Learn practical tips and tools that you can quickly implement. - Building Your Team
Discuss the challenges many women face in their journey to achieving financial success. Find out how to set yourself up for success by building out a trusted advisory team. - Basics of IRAs
What you need to know about your IRA, including the latest legislative updates. - What’s Your Succession Plan?
Learn the benefits of involving your children and loved ones in your financial, estate and legacy planning.
Upcoming events
Coming Soon!
We Can Help
Would you like to explore a different topic? We’re happy to craft a workshop tailored to your interests. Let us know what matters most to you. To schedule, please contact us at:
Office of Gift Planning
giftplanning@rchsd.org
858-966-5804
