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For executive women, money can be a vehicle to achieve your vision of success, passion and pursuit of your life dreams. In the three-part series “Take Charge of your Personal Finances,” Aspiriant and WBC discuss how to take charge of your financial future. We cover connecting your financial goals with your values, how to build a financial plan and share practical tips for accomplishing what’s on your list. Whether you’re in the midst of a career transition or professional liquidity event, managing newfound wealth or navigating a divorce, arm yourself with actionable tools and a framework to embrace your financial future.

All sessions will be recorded and available for playback. We like to keep our community abreast of all our education opportunities, so please feel free to forward to someone in your network who could benefit from this topic. All women, regardless of experience level, can benefit from our conversation.

Session 3:  Pulling it all together 

In our previous two webinars, we learned how to have healthy and productive money conversations, aligned our long-term goals with our values through the “Slices of Life” survey, created our personal balance sheets, and observed the process of creating a financial plan. We now have more clarity and peace of mind around our finances. 

In this third and final webinar, you’ll leave with an action plan to make 2024 the year you are confident and organized around managing your money.

We will discuss practical ways to:

  • Implement your financial plan
  • Start investing or evaluate your investments 
  • Reach and track your long-term savings and investing goals
  • Make personal finances part of your daily life 

Linda Kitchens, Mary Ellen Krueger, and Teresa Greenip of Aspiriant will lead this discussion.

Linda Kitchens 1
Linda Kitchens CFP® 
Director – Wealth Management, Partner
Mary Ellen Krueger square
Mary Ellen Krueger CIMA®
Director – Wealth Management, Partner
Teresa Greenip square
Teresa Greenip, CFP®
Manager – Wealth Management, Partner

Register for this year’s Action for Impact Summit happening on September 25, 2024!