Prioritize your financial well-being by joining one of JWI’s four-part Financial Fitness cohorts!
Alongside other San Diego-area women in their 20s and 30s, you'll build financial confidence, learn new skills, AND connect with new friends.
Each session kicks off with a full-group dinner and drinks, and then we split into two smaller groups – based on your chosen track* – for an interactive financial literacy workshop facilitated by experts April Schultz and Emily Collyns (bios below). We will be meet at HoyleCohen in Mission Valley. These four sessions will build on each other and set you up for success!
*Choose from one of these two Financial Fitness tracks:
Track 1: Becoming a Budgeting Boss
Dates: Tues, Sept. 12th | Thurs, Sept. 14th | Tues, Oct. 17th | Thurs, Oct. 19th | 6:30-8:30 p.m. PST
Facilitator: Emily Collyns, JWI Director of Financial Empowerment
During these four sessions, you'll dig into where your money is going currently, set short and long term financial goals, create a personalized budget, AND learn all the best tips to actually stick to it for years to come. If you’ve created a budget in the past that you don’t really use, or if you’ve never created one, this cohort is for you!
Track 2: Investing Deep Dive
Dates: Tues, Sept. 12th | Thurs, Sept. 14th | Tues, Oct. 17th | Thurs, Oct. 19th | 6:30-8:30 p.m. PST
Facilitator: April Schultz, Financial Planner & Associate Wealth Advisor
People always tell you to invest, but never say how or where. During these 4 sessions, you will develop a strong understanding of investing strategies and tools, explore tools to automate, learn about different financial planning services, and create your own action plan in order to move forward with confidence and increase your long-term wealth generation.
What do past participants say?
“This program helped me remove a lot of shame and guilt I have felt in the past around spending money on "non essentials." It also allowed a safe space to discuss finances, helping me to feel more comfortable having conversations about money in other areas of my life, and provided ways to make budgeting seem more accessible and simple so it is realistic for me to continue with it long-term.”
“This cohort has given me the confidence to actually think about [my finances] instead of just feeling overwhelmed and shut down”
“This helped me so much with my finances. I am finally on a budget and on such great track to work my way out of debt.”
“I’ve cut my expenses down practically in half. I realized I was spending way more than I make a month and as much as I wanted to participate in certain expenses, I just can’t. So now I am paying my debt off and it feels so amazing! And also [I learned how to] control my spending!”
“I learned how to budget like a boss, how to be more aware and track my spending, how fast things add up, and how much my expenses are. I realize I have to live within my means until I decide to make more money. Very valuable lessons and so much awareness in this program!”
“[As a result of this program}, I am now actively aware of how much I have spent already, which helps me feel better about making future spending decisions. I have also developed a better plan for how much money I would like to save each month, which has started to alleviate some stress.”
FAQs:
When are the sessions?
Each session goes from 6:30 to 8:30 p.m. PST
Tuesday, Sept. 12th
Thursday, Sept. 14th
Tuesday Oct. 17th
Thursday Oct. 19th
How much does this cost?
This series is just $18 to attend all four sessions, and includes a light dinner at each session.
Who is it for?
Financial Fitness is open to all who identify as a Jewish woman or non-binary person in their 20s and 30s in the San Diego area.
Can I join this program if I have taken part in previous Financial Fitness programming?
Absolutely! We’ve revamped our entire curriculum and we think that anyone will gain from taking part.
How do I choose which cohort to take part in?
Do you already have a budget that you follow and feel great about? If not, we recommend starting with our Becoming a Budgeting Boss track. If you know a bit about investing but don’t have a larger investment strategy or don’t feel confident engaging in conversations about investments, Investing Deep Dive is a great track for you!
What if I’m interested in both topics?
We will be hosting more of these cohorts in 2023, so whichever track you choose now, you can always sign up for the other one later in the year!
Tell me more about the facilitators:
Emily Collyns is the Director of Financial Empowerment for JWI where she leads JWI’s Women’s Financial Empowerment Institute (WFEI) and spearheads the Financial Fitness cohorts. She delivers impactful financial literacy programming across the country for women of all ages, with a particular focus in building back up financial security & stability alongside survivors of domestic violence.
With a background in education, one on one financial coaching, & career development, Emily is extremely excited to help you dig into your financial situation, set short and long term financial goals, & create a personalized budget that helps you achieve your goals!
April Schultz is a Financial Planner & Associate Wealth Advisor, working on the Financial Planning Team at HoyleCohen Wealth Management. She creates financial analyses and projections for clients using a various planning software applications, including estate planning, education funding, tax planning, risk management needs, cash flow and retirement analysis. She supports the monitoring of clients' financial situations and the Planning and Advisory Teams in a variety of ways.
April graduated with a BS in Business Administration and Financial Services with a Certificate in Personal Financial Planning from San Diego State University in May 2021. She also passed her CFP® exam in September of the same year. Additionally, April serves as a board member for the FPA NexGen community.
She is excited to lead the "Investing Deep Dive" course because she wants to empower women to feel confident in their investment plan and take control of their financial future.
This program is built for women and non-binary people who identify as Jewish, but people of every religious affiliation, race, culture, gender identity, sexual orientation, and ability are welcome.
For questions, contact Emily Collyns at [email protected].
This program is presented by JWI in partnership and with generous support from the Jewish Women’s Foundation of San Diego.
