Women and Wealth: Financial Confidence Workshop (Past Event)

Name: Women and Wealth: Financial Confidence Workshop (Past Event)
Start: 2026-06-20T19:00:00.000Z
End: 2026-06-20T21:00:00.000Z
Location: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250

A past in-person workshop designed for women at all stages of their financial journey. Topics included budgeting, investing, retirement planning, and navigating financial transitions.

Date & Time: Saturday, June 20, 2026 at 12:00 PM

Location: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250

This workshop was designed to help women build financial confidence and take control of their financial futures. We covered foundational topics and addressed the unique challenges women often face in financial planning.

Topics Covered

**Budgeting and Cash Flow**: Creating a spending plan that aligns with your values
**Investing Basics**: Overcoming fear and getting started
**Retirement Planning**: Social Security, pensions, and savings strategies
**Financial Transitions**: Divorce, widowhood, career changes, and caring for aging parents
**Working with Advisors**: How to find and evaluate a financial professional

Format

This was a 2-hour interactive workshop with small group discussions and Q&A. Light lunch was provided.

Thank You

Thank you to all who attended. We plan to offer this workshop again in 2027.

This event is educational in nature and does not constitute individualized financial, tax, or legal advice. For guidance specific to your situation, please consult a qualified professional.