Upcoming Events

Money Mindfulness – Achieving Your Goals When You Are Self-Employed
17 January 2018
Placer County Association of Realtors – Lincoln Marketing Meeting
Free talk

Being self-employed presents unique challenges in managing our money.  Income and outgo can be unpredictable, and there is no employer to set up a retirement savings plan for us.  Join me at this talk to learn how to manage being self-employed, so that you can enjoy the benefits of working for yourself and still have a comfortable retirement.

When:  Wednesday, 17 January 2018 at 8:30 a.m.
Where: Women’s Club of Lincoln, 499 E Street
More information: www.pcaor.com, or email me

 

Money 101 for High School Grads
March/April 2018 

Calling all High School juniors and seniors!  Are you wondering about how to manage your money after you graduate?  Come and learn how to make a budget for the upcoming year, and find out how much money you will need to live on, and how to avoid student loan and credit card debt.  We will cover the basics of income, expenses, budgeting, saving, taxes, debt and credit cards, bank accounts and investing, and prepare you for the adult world.  Every student will make an actual budget for their upcoming year – either at college, work or a gap year – with the goal of minimizing student loans and/or credit card debt.  This is a four-session class meeting weekly.  Current college students are also welcome.

Dates:    Mondays March 5, 12 & 19, April 2
Time:      7:30 – 8:45 p.m.
Location: Davis, CA
Cost:      $80
(Note: if you are supporting yourself and need financial assistance, contact me)
Register: 
Contact me

Note that this is a custom class that will run if enough sign up.  Dates can be changed to accommodate the schedules of participants.

 

UC Davis Work Life and Wellness Brown Bag Series
12 April 2018
Free talk

“Money Mindfulness – How to Get Started” is a free talk at the UCD Brown Bag lunch.  Join me for a discussion on how to get started on taking care of your personal finances and, by extension, yourself.  Studies have shown that 30% of Americans are losing sleep because of their finances, and that the average employee spends 13 hours of work time per month worrying about money.  We will discuss what to do in order to take care of your own finances, whether that be dealing with debt, living within your income, saving for the future or planning for retirement.

When: Thursday, 12 April 2018, 12:00 – 1:00 p.m.
Where: UCD Student Community Centre, Multipurpose Room
Website:  http://sdps.ucdavis.edu/brown_bag/worklife_wellness.html
Registration: None needed – bring your lunch and have some fun!

 

Your Custom Class
Multi-session Local or On-line Personal Finance Class

I also offer custom classes, designed according to your needs.  Gather a group of 5 or more (including yourself) friends, colleagues, classmates or children, and let me know what you would like to cover.  Past classes have included Money 101 for Artists and Money 101 for Teenagers.  Classes can be on-line or local.  Organizer receives a 50% discount.  Contact me to let me know your needs!