FinWell365 Programship at Females and Finance

Make sure you catch this upcoming event from The Real Estate InvestHER team! Take Control of Your Business Cash Flow Before It's Too Late September 12, 2024 | 1pm ET Do you really have a handle on your business’s cash flow? 91% of business owners face serious cash flow issues—and many don’t even realize it until it’s too late. Most small business owners are overconfident in their cash flow management—until the money dries up. Join Deanna Zubrickas, Product Specialist from Relay, and you'll discover your cash flow standing, understand the top 3 cash flow challenges small businesses are up against, and unlock strategies to take back control. https://lnkd.in/eWtkECkS cc: Liz Faircloth Clare Dubé, CFSW Sheryl Hickerson

Have you learned about Nicole Lewis-Keeber MSW LCSW and her work in trauma and business? If not - you should! Be sure you visit "Because I Can" and scroll to Nicole's piece on Trauma-Informed Entrepreneurship: https://lnkd.in/gwPk-NXj (And of course, catch all the other courses offered, too!) You will be amazed at Nicole's thoughts, techniques, and teachings. BRAVA, Nicole! #FemalesAndFinance #FinancialWellness #BetterTogether cc: Clare Dubé, CFSW Vicki Vollweiler, MBA, CDC Elizabeth A Moss Sheryl Hickerson

If you've not connected with longtime F&F Professional Member, Vicki Vollweiler, MBA, CDC of College Financial Prep - this is your sign to learn more about her work in college savings for families and financial planners. You can schedule a discovery call with Vicki here: https://lnkd.in/etZMsXTX And we encourage everyone to follow her work (and take advantage of timely offers like the one below.) #FemalesAndFinance #FinWell365 #BetterTogether cc: Clare Dubé, CFSW, Sheryl Hickerson, Elizabeth A Moss, Elizabeth Rishel, MBA, AAMS?, Carla Williams, Katie Kimball Dyer, Jennie James

How many of our clients are currently feeling….

Personal Finance | From sexually transmitted debt to wage gaps: What women should know about money ?? Women make over 70% of household buying decisions and have a significant impact on the finances of the household. However, women are less likely to take the lead when it comes to investing. Read More Here: ??? featuring Maya Fisher-French ?? via Citypress | https://lnkd.in/gpA68EQs cc: Sheryl Hickerson Clare Dubé, CFSW Stoy Hall, CFP? Peggy Haslach, CFP?,CLU? Katie Kimball Dyer Kristin Carleton Jeff Thomas

The Importance of Financial Literacy: Insights from a Stanford University Researcher ?? Lusardi and her team developed a set of multiple-choice questions, known as the Big Three, to measure individuals’ understanding of the fundamental concepts of personal finance: compound interest, inflation, and risk diversification. These questions have been included in surveys conducted in various countries over the past two decades. The results consistently reveal alarmingly low levels of financial literacy worldwide. Read More Here: ??? featuring Annamaria Lusardi ?? via Global Village Space | https://lnkd.in/gweemZn2 cc: Sheryl Hickerson Clare Dubé, CFSW Stoy Hall, CFP? Peggy Haslach, CFP?,CLU? Kristin Carleton Katie Kimball Dyer Jeff Thomas

Tips to help women take control of their finances ?? In today’s rapidly evolving world, financial literacy is more critical than ever. Yet, many women do not prioritize educating themselves about their finances. This isn’t due to a lack of capability or interest but can stem from various psychological factors that can inhibit their confidence and willingness to engage with financial matters. Understanding these factors is essential to fostering an environment where women feel empowered to take control of their financial futures. A first line of defense is to partner with seasoned professionals who possess the expertise needed. A financial planner can guide clients in the best investment strategies, as can a trusted accountant. Beyond this, women need to continue educating themselves to mitigate doubt and install greater confidence in themselves as they care for their financial present and future. Read More Here: ??? Patti Cotton, MA, MAOD, PCC ?? via The Sun | https://lnkd.in/g2jT5aRA cc: Sheryl Hickerson Clare Dubé, CFSW Stoy Hall, CFP? Peggy Haslach, CFP?,CLU? Katie Kimball Dyer Kristin Carleton Jeff Thomas

Discover Financial Services Survey Finds Financial Anxiety Rising Among Americans ?? A recent survey by Discover Personal Loans reveals that 80% of Americans experience financial anxiety, with 34% reporting moderate or severe anxiety. This trend has remained high over the past three years, up nine percentage points from 2021. Financial stress?is so severe that many Americans avoid looking at their financial situation. This is especially true among Gen Z, with 41% avoiding checking their bank balances, compared to 27% of Millennials and 20% of Gen X. ??? Michael Guta ?? via Small Business Trends | https://lnkd.in/eNBa4Khb cc: Clare Dubé, CFSW Sheryl Hickerson Elizabeth Rishel, MBA, AAMS? Stoy Hall, CFP? Katie Kimball Dyer Kristin Carleton Jeff Thomas Peggy Haslach, CFP?,CLU? Elizabeth A Moss

Merrill Wealth Management and IMG Academy on Thursday announced a three-year partnership to offer more financial education and resources to student-athletes and their families. You can read the Financial Planning article here: https://lnkd.in/gj74ry3s #FemalesAndFinance #FinWell365 #FinancialWellness #FinancialLiteracy cc: Clare Dubé, CFSW Vicki Vollweiler, MBA, CDC Sheryl Hickerson Carla Williams

The FinWell365 Programship at Females and Finance is dedicated to supporting our Financial Coaches, Financial Therapists, Money Managers, and more, as well as other Finance Professionals and their clients. By becoming involved in FinWell365 you will learn more ways we can work together and not only support Women Financial Service Professionals, but also become successful allies in the Financial Services and Financial Technology community, too! Our FinWell365 Programship Meeting is powered by the Females and Finance Community. This meeting is designed to help all financial professionals and technologists learn more ways to support coaches/consultants/money managers, etc. in the profession, as well as serve your active and prospective clients with their knowledge base and expertise. Our 12pm CT FinWell365 Programship meeting is led by Executive Advisor, Clare Dubé, CFSW of Clare Dubé Consulting, and this one-time registration will cover the following dates: 2024 DATES September 3 October 15 November 26 2025 DATES January 7 February 18 April 1 May 13 June 24 August 5 September 16 October 28 December 9 If you have any questions or needs, please email us at [email protected] - thank you. This event is free for anyone in #FinServ #FinTech to attend - so mark your calendar and be part of the needed change in our profession. Register Now: https://lnkd.in/g3d4E5EX cc: Sheryl Hickerson, Jeff Thomas, Stoy Hall, CFP?, Peggy Haslach, CFP?,CLU?, Katie Kimball Dyer, Matt Halloran, Kristin Carleton, Elizabeth A Moss, Vicki Vollweiler, MBA, CDC, Jennie James, Niki Clark, FPQP?