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.
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.
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.
Office of Gift Planning
giftplanning@rchsd.org
858-966-5804
