Upcoming Workshops

May Financial Work Session

 

Join us for our monthly girl boss financial work session.

Who is it for? Women who have serious financial goals but find themselves getting stuck on the numbers, needing to make time to work on their finances, wanting expert guidance and advice for their specific situation.

All you need to do is show up with your laptop.

This is dedicated time for you to get done those financial tasks that have been nagging at you.

Connect with other women and receive accountability to get stuff done!

If you have no idea what to work on, Kristy will be there to guide you, share resources, give advice.

This is a SAFE PLACE to get work done and become a financial boss!

Date and Time

Friday, May 4th, 2018
12:00 PM – 1:30 PM

Location

WeWork
1900 Market Street
8th Floor
Philadelphia, PA 19103
View Map

Past Workshops

April Financial Work Session

Philly boss babes!! This is a safe place for women to come and work on their finances. The session is for women who want to take action towards their financial goals but need help to:

1. Know where to start
2. Make time to take action
3. Stay accountable to your goals
4. Understand financial topics and information as it applies to you

Kristy Runzer, CFP® will lead the session and be available for coaching, questions, and expert guidance.

Bring your laptop!!

Date and Time

Friday, April 6th, 2018
2:00 PM – 3:30 PM
Add to Calendar

Location

WeWork
1900 Market Street
8th Floor
Philadelphia, PA 19103
View Map

Girl Boss Financial Work Session

You’re an overwhelmed, ambitious girl boss. You have big dreams and goals but find yourself getting stuck on the money part.

It’s common to get stuck with the money stuff. Without learning about money in school, the hush hush nature of the topic, and your ever changing relationship with money, it’s easy to keep putting it off.

Well, put off no more! This working session is designed for the action oriented boss babe who is ready to conquer the money stuff – with the support of women who get it.

Oh, and expert guidance from myself, Kristy Runzer, CFP®

So even if you have no idea where to start, show up and I can guide you in a direction that makes sense for you.

It could also be that you know what to do you just don’t make time for it – here’s forced accountability for ya 🙂

This is a safe, judgement free zone for women to feel comfortable talking about money and taking the action they need to make those dreams come true.

Date and Time

Friday, March 2nd, 2018
2:00 PM – 3:00 PM
Add to Calendar

Location

WeWork
1900 Market Street
8th Floor, Conference Room 8i
Philadelphia, PA 19103
View Map

Your net worth is NOT your self-worth

Have you ever looked at your money situation and related the numbers to your worth as a person?

Sometimes we do this and we aren’t even aware.

This may come up as feelings of being a failure or feelings of not being enough.

Maybe you think you should be further ahead by now.  This can also show up as doubt, questioning, and a lack of trust in yourself.

You will learn how to calculate your net worth and how to use that information as an empowered, confident, and financially savvy boss lady.

Date and Time

Tue, October 23rd, 2017
6:00 PM – 7:30 PM
Add to Calendar

Location

WeWork
1900 Market Street
8th Floor, Conference Room 8i
Philadelphia, PA 19103
View Map

How to Set an Income Goal

What do you really want with your life, and how much money do you need to get it?

If you’ve never thought about or answered either of those questions, this workshop is for you.

If you’re not really really clear on what you want, and if you don’t have a strategic plan in place to get it, chances are you’re making it harder on yourself to live your dream life.

The way to truly make your dream life happen, starts with putting in the work to figure out what that dream life looks like and knowing how much money you need to fund it.

We keep things fun, interactive, and connect with fellow female entrepreneurs!

 

Date and Time

Tue, September 26, 2017
6:00 PM – 7:30 PM
Add to Calendar

Location

WeWork
1900 Market Street
8th Floor, Conference Room 8i
Philadelphia, PA 19103
View Map

Financial Self Care

We are doing so many things to take care of ourselves – eating heathier, spending time with family.

Why aren’t we practicing financial self care?

By creating a financial wellness practice, you can have more confidence and control over your money. You can live in a state of abundance. You can increase your wealth and free time.

Join us to learn how to create a financial wellness practice and some practical and manageable action steps you can take to get started.

We’ll go through a few exercises and keep it interactive so you get to know the other boss ladies in the room and make some new connections and friends.

These monthly workshops give you a time and a safe place to work on your financial self care. Join us!!

 

Date and Time

Tue, August 29, 2017
6:00 PM – 7:30 PM EDT
Add to Calendar

Location

WeWork
1900 Market Street
8th Floor, Conference Room 8i
Philadelphia, PA 19103
View Map

Finding Financial Balance

There are SO many things that compete for our hard earned dollars. How do you know where to put your money, and how can you possibly balance all of your competing goals?!

We want to be securing our finances by saving for the future and paying down our debt, but we also want to be able to have fun and enjoy the ride!

Join us for this educational and interactive workshop where we will help you create a plan to balance your competing financial goals. Walk away with at least one action step that you can take to get started on your journey to financial wellness.

 

Date and Time

Tue, July 25, 2017
6:00 PM – 7:30 PM EDT
Add to Calendar

Location

WeWork 1900 Market
1900 Market Street
Philadelphia, PA 19103
View Map

Your Travel Financial Plan

One of the main benefits of entrepreneurship is time flexibility. Many entrepreneurs choose to fill that time with travel, vacations, and new experiences. As technology advances, more entrepreneurs are “location independent.” Others want to spend summers abroad or go somewhere warm in the winter. It could even be just planning for a few trips a year. Whatever your travel goals happen to be, this workshop is designed to create a financial plan to make your travel goals a reality. We’ll be talking all things financial planning for travel and give you the tools you need to start living your ideal travel life.

 

Date and Time

Tue, June 6, 2017
6:00 PM – 7:30 PM EDT
Add to Calendar

Location

WeWork 1900 Market
1900 Market Street
Philadelphia, PA 19103
View Map