The Getting It Together class is designed and facilitated by Anne Wieboldt, MBA CFA(R) CFP(R), and Nancy Wieboldt, MBA CTFA(R), to help you to become a more confident financial services consumer. You will learn how to tackle a number of common financial concerns and how to solve new concerns as they arise. We will start with a review of financial capabilities and proceed through specific product and service shopping information. Each class covers an independent topic so it is appropriate to join in at any time. About half of every class is devoted to discussion so that women present can build on each other’s experience and wisdom. No products or services are promoted.
Sunday Sep 24, 2017
Wednesdays 4:30 p.m. - 6:00 p.m. Women's Exchange $25 per session
Deb Guy Executive Director (847) 441-3406Date and Time
4:30 PM - 6:00 PM CDT
Getting It Together: Financial Wellness Boot Camp
September 20 Record-keeping
September 27 Budgeting
October 11 Saving and Investing
October 18 Financial Product and Services Comparison
Getting It Together Workshop: Money Smart Financial Techniques for Couples
November 1 Money and Relationships – What Behavioral Science Says November 8 10 Techniques for Conflict PreventionLocation
630 Lincoln Avenue
WinnetkaFees/Admission
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