Treat yourself to a self-care series that prioritizes your health and your financial future! JWI’s 4-part Financial Fitness series gathers San Diego-area women in their 20s and 30s to build your financial confidence, boost your well-being, AND connect you with new friends. The cohort is for those who understand the basics, but are looking to expand their knowledge and dive deeper into financial planning for life transitions. Over the four sessions we’ll explore salary negotiations, home buying, investing and growing our wealth, & entrepreneurship. No prior financial or Jewish knowledge is required.
Our 2.0 cohort will meet in-person from 6:30 p.m. to 8:00 p.m. PT on Wednesdays - April 13th, May 18th, June 15th, and July 13th. Each session will include networking, snacks, and an intimate Q&A style conversation with a local expert. Registration is free!
In keeping with JWI’s commitment to serving the greater good, vaccines will be required. 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.
2.0 Series Meetings:
Session 1: Salary Negotiation w/ Betzy Lynch - Wednesday, April 13th
Session 2: Investing & Financial Planning - Wednesday, May 18th
Session 3: Entrepreneurship Panel - Wednesday, June 15th
Session 4: Real Estate & Home Buying - Wednesday, July 13th
FAQs:
What’s the difference between Financial Fitness 1.0 & Financial Fitness 2.0? Can I register for both?
Yes, you can register for both series! We will also be offering both series again in the fall.
The 1.0 series focuses more on exploring your personal relationship with money and your financial goals. This cohort is for those just starting out on their financial planning journeys and people who want to explore more of their personal relationship with money. The 1.0 cohort meets on Mondays- April 11th, May 16th, June 13th, and July 11th..
The 2.0 series offers Q&A style conversations with many different experts on specific topics relating to money. The cohort is for those who understand the basics, but are looking to expand their knowledge and dive deeper into financial planning for life transitions. The 2.0 cohort meets on Wednesdays- April 13th, May 18th, June 15th, and July 13th.
What COVID-19 protocols will be in place?
In keeping with JWI’s commitment to serving the greater good, COVID-19 vaccines will be required. Masks are optional.
What if I don't know anyone?
Don't worry! Email the Director of Women's Impact, Alyssa Baron, in advance of the event and she will make sure you feel welcomed and will help you meet other people.
What if I require special accommodations?
We strive to meet the needs of those with all abilities. Please email Alyssa Baron if you require special accomodations.
What’s JWI?
For 125 years, Jewish Women International (JWI) has inspired women to own their power and control their lives. We work to prevent violence and support survivors; to teach financial literacy; and to lift and mentor women leaders.
What kind of programming does JWI's Young Women's Impact Network (YWIN) put on?
programs connect young Jewish women and non-binary people together and provide them with opportunities to grow together, thrive independently, and create a lasting impact on the world around them. Many of our programs focus on financial empowerment and personal and professional development. Learn more.
Facilitator
Sylvia Geffen
Sylvia has focused on providing investment advice to high-net-worth clients, endowments and foundations. She can work with your CPAs and Estate Attorneys to help minimize current and future tax liabilities while working to grow assets to provide for future generations.
Sylvia’s philosophy of success includes being philanthropic and active in her community and she and her husband, David, have accomplished this as leaders in many organizations in the Jewish Community. She is a past president of the Seacrest Foundation, past board member of the Lawrence Family JCC, and past board member of UJF Woman’s Division.
Sylvia has been nominated as a Barron’s Top Women Financial Advisors for 2021 and a Forbes Top Women Wealth Advisors for 2021.
Sylvia earned a Bachelor of Science degree in Economics from UCLA, where she met David, a highly respected Optometrist, and they have three grown children. In her spare time Sylvia loves to play pickle ball, play mahjong, travel and spend time with her family, especially her two grandsons.
This program is presented by JWI with generous support from the Jewish Women’s Foundation of San Diego.
