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MoneyZen for Women

A Mind-Body-Spirit Approach to Financial Well-Being

1440 Multiversity 800 Bethany Drive Scotts Valley,CA 95066

If you are a woman struggling with money stress or feeling overwhelmed by the topic of personal finance and investing, you are not alone. The good news is you can learn to nurture a holistic, practical definition of financial well-being.

Join financial literacy advocate Manisha Thakor, CFA, CFP, and use mindfulness to explore key elements in your life or money history that are holding you back from financial harmony. You don’t need to “do” something about your finances to “have” enough money to “be” happy. The MoneyZen philosophy teaches you how to “be” clear about what to “do” to arrive at a place where you “have” joy and well-being.

Through lecture, group discussion, sharing, breakout pods, journaling, and physical movement, you will define specific actions and tactical steps to achieve personal finance and investing. You will explore:

  • Joy-based spending: what it is and how to implement it in your daily life
  • Investing fundamentals: five things to know about your investment portfolio
  • Financial fluency: identify specific financial areas that need more TLC
  • Living from a soul-centered place: your checkbook and calendar can reveal whether your daily habits are in alignment with your core values
  • A personal money manifesto: identify new attitudes and behaviors that lead to financial well-being.

You will define what true wealth means to you and take home a concrete plan to develop a loving relationship with money, regardless of your age or income level.

 

 

Professional Development - Yoga Teacher Trainings

Manisha Thakor, CFA, CFP®

January 5-7, 2018
Friday-Sunday, 2 nights

$340 Tuition

Plus 2 nights all-inclusive accommodations priced separately below.

Register

Program Description

If you are a woman struggling with money stress or feeling overwhelmed by the topic of personal finance and investing, you are not alone. The good news is you can learn to nurture a holistic, practical definition of financial well-being.

Join financial literacy advocate Manisha Thakor, CFA, CFP, and use mindfulness to explore key elements in your life or money history that are holding you back from financial harmony. You don’t need to “do” something about your finances to “have” enough money to “be” happy. The MoneyZen philosophy teaches you how to “be” clear about what to “do” to arrive at a place where you “have” joy and well-being.

Through lecture, group discussion, sharing, breakout pods, journaling, and physical movement, you will define specific actions and tactical steps to achieve personal finance and investing. You will explore:

  • Joy-based spending: what it is and how to implement it in your daily life
  • Investing fundamentals: five things to know about your investment portfolio
  • Financial fluency: identify specific financial areas that need more TLC
  • Living from a soul-centered place: your checkbook and calendar can reveal whether your daily habits are in alignment with your core values
  • A personal money manifesto: identify new attitudes and behaviors that lead to financial well-being.

You will define what true wealth means to you and take home a concrete plan to develop a loving relationship with money, regardless of your age or income level.

 

 

Faculty Bio

Thakor,-Manisha_350x400
Manisha Thakor, CFA, CFP®

Manisha Thakor is director of wealth strategies for women at the financial advisory firm Buckingham Strategic Wealth and the BAM ALLIANCE, a community of more than 140 independent registered investment advisors throughout the country.

An ardent financial literacy advocate for women, Manisha is the coauthor of two critically acclaimed personal finance books: On My Own Two Feet: A Modern Girl’s Guide to Personal Finance and Get Financially Naked: How to Talk Money With Your Honey.

Manisha serves as an expert advisor to TIAA’s Woman2Woman initiative, is a member of the Wall Street Journal’s Experts Panel and CNBC’s Financial Advisor Counsel, and is on faculty at the Omega Institute.

Manisha’s financial literacy advocacy work for women has been featured in a wide range of national media publications and outlets, including PBS, NPR, the New York Times, CNN, CNBC, The Dr. Oz Show, Rachel Ray, TODAY, Real Simple, Women’s Health, Glamour, Cosmopolitan, Marie Claire, and Women’s Day.

Manisha earned her master’s degree in business administration from the Harvard Business School and her bachelor’s degree from Wellesley College. She lives in Portland, Oregon. Her mantra is: simplicity, small joys, and financial independence.

Why Attend

  • You will tap into the age-old secrets of being in alignment with your money—your life’s energy and authentic purpose.

     

  • Learn how to find clarity, calm, and confidence with your day-to-day relationship with money and increase life happiness overall.

  • Empower yourself with a “Be, Do, Have” approach to money as an alternative to the siren call of “Do, Have, Be” that is prevalent in broader society.

  • Learn how to apply two life-changing approaches: “money is life energy” (spending it mindfully and consciously is honoring that energy) and “less is more” (reducing financial complexity and clutter in your life).

Things to Know

  • Program Schedule

    Download a sample schedule.

  • Prerequisites

    Women only.

  • Experience Level

    None required.

     

  • Recommended Reading

    Required: (NY TIMES) “The One Money Question To Rule Them All — What Is Enough?”

     

  • Special Interest to

    Anyone wishing to have a healthier relationship with money or who has a basic knowledge of finance and wishes to enhance it is welcome.

  • Special Details

    There will be one 45-minute optional dance session at the end of the course. Students who are movement challenged may observe or skip this. There will be financial lessons interspersed with the “NIA-like” dance moves and a handout for anyone who doesn’t want to do the dance portion. Bring a journal.

Accommodations

Suites
Spacious rooms with additional seating and special touches.
From $330 per person per night based on double occupancy.*

Traditional Double
Tastefully designed rooms with a range of bed sizes.
From $190 per person per night based on double occupancy.*

Standard Single
Affordable solo comfort with a shared hall bathroom.**
From $175.

Standard Double
Affordable comfort with a hall bathroom.
From $160 per person per night based on double occupancy.*

Pods
Modern, Asian-style sleeping space for 8 with twin beds.
Available for booking in Fall 2017.
From $140 per person per night.*

Commuter Pass
Register for a program without spending the night. Includes all meals + use of campus amenities. Limited availability.
From $95 per program night.***

Accommodation rates include more than just the bed you sleep in. Per-person per-night rates include:

  • nourishing farm-to-table meals
  • daily meditation and yoga classes
  • non-ticketed evening events
  • use of all facilities, including the fitness center, steam rooms, and whirlpool.

Guests also enjoy access woodland trails, and enjoy cafés, shops, and evening programs.

*Plus tax. Includes meals, activities, and services. There is an additional charge to book a room privately.
**Plus tax. Includes meals, activities, and services. Limited availability.
***Plus tax. A program night starts upon check-in and goes through lunchtime of the following day (roughly 24 hrs).

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