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CHARLOTTE'S MOST POPULAR TOPICS

Getting $mart About Money 

Regardless of the Economy

Goal

To provide information and tools to help you map out a plan, with the help of an expert, for your financial life that takes you from where you are to where you want to be.

Summary

We all need a solid plan for achieving our financial goals, especially women. Why? Because of the life events, life stages, and unique challenges that women face. Women also take on many different roles throughout their lives, compounded with fluctuating markets, a challenging economy, never-ending media hype, and it’s hard to make sense of everything. It’s no wonder that a recent survey* found that only 23% of women feel “well prepared” to make financial decisions compared with 45% of men. The survey also found that Baby Boomer and younger women are “not prepared” for retirement. This session will help you move from being unprepared to feeling confident and being better prepared to work toward and achieve your financial dreams.

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* Prudential’s 2012-2013 Research Study, “Financial Experience & Behaviors Among Women”

Topics Covered

  • Knowing your numbers

  • Setting clear goals

  • Creating an investment plan

  • Investing early and often

  • Protecting assets

  • Staying informed

Participants Will...

  • Learn why planning is essential, especially for women

  • Understand how specific life changes impact our plans, and

  • Learn essential steps to ensure financial success.

Transformation

is an Inside Job

Goal

To help attendees understand that in order to master a mindset of momentum, transformation and change must begin with YOU.

Summary

All the conferences, trainings and qualifications in the world, or bullet-pointed articles you read or experts you hire, won’t transform your career, team or life until you get incredibly honest with yourself. One of the keys to retaining great employees, producing outstanding work, leading productive teams or earning more money is examining your own mindset and motives + committing to doing the work to move from where you are, to where you want to be. The good news is, once you identify those obstacles and hold yourself accountable – you become unstoppable.

Topics Covered

  • Personal accountability

  • Changing the stories you’re telling yourself

  • Taking the steps toward what you want

Participants Will...

  • Understand how internal transformations anchor everything

  • Learn strategies to move from being stuck to getting started

  • Understand the strength of living out your transformation, and how it empowers others

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