MoneyZen for Women
A Mind-Body-Spirit Approach to Financial Well-Being
January 24 - 26, 2020 Weekend (2 day)
CE Credits Available
All-inclusive program package to include:
- Tuition
- Three Meals in Kitchen Table (daily)
- Shared or Private Accommodations
- Signature classes and wellness offerings
Program Description
ALL WOMEN WELCOME
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 healthy, joyful spending.
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:
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.
The intention behind the course is for every student to walk away with 1 to 3 specific, highly tactical financial action steps to improve your life upon leaving the workshop. Topics will span from the basics of investing to exploring our money histories and influences. Each course is tailored to the specific needs of the students.
Student-based topics in the past include:
This class provides a unique mix of a highly practical yet also soulful and heartfelt approach to creating financial calm, confidence, and clarity. Manisha likes to call this state MoneyZen and strives to have every student on the path towards it by the end of the weekend.
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 healthy, joyful spending.
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.
The intention behind the course is for every student to walk away with 1 to 3 specific, highly tactical financial action steps to improve your life upon leaving the workshop. Topics will span from the basics of investing to exploring our money histories and influences. Each course is tailored to the specific needs of the students.
Student-based topics in the past include:
- Dealing with credit card or student loan debt
- How to have "awkward" money conversations with your spouse/family/friends
- How to get young adult children to stop shopping at the bank of mom and dad
- How to survive the "sandwich stage" where you are taking care of both children and elderly parents.
This class provides a unique mix of a highly practical yet also soulful and heartfelt approach to creating financial calm, confidence, and clarity. Manisha likes to call this state MoneyZen and strives to have every student on the path towards it by the end of the weekend.
Presented by
- Manisha ThakorAbout Manisha Thakor MBA, CFA, CFP®|Financial literacy advocate and financial planner for womenManisha Thakor is Vice President of Financial Education at the Seattle-based wealth management firm, Brighton Jones. With a master's degree in business administration from Harvard Business School and a bachelor's degree from Wellesley College, she is a nationally recognized author, TV commentator, and financial literacy advocate for women. She is based in Portland, Oregon.
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/Schedule
Prerequisites
All women welcome.
Experience Level
None required.
Special Interest To
Women wishing to have a healthier relationship with money or who have a basic knowledge of finance and wish to enhance it, are 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. Please bring a journal.
Suggested Reading
The New York Times article, One Money Question to Rule Them All: How Much Is Enough