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Financial Planning Workshop: Talking Money & Wealth with Ellevest

May 18 @ 8:00 am - 9:30 am

Free

Retirement, savings, investments, and funding are not the easiest or most fun topics to discuss. The Riveter has teamed up with Ellevest to normalize the conversation around money and wealth, including how to focus on the most important financial decisions at each stage in your life! Join us for breakfast and a free financial planning workshop, where we’ll talk mindset, career, life goals, and how to prepare for curveballs that might come your way. Even if you have $5 or $5 million, this workshop is for you.

Led by Lisa Stone, a serial entrepreneur (Ellevest, BlogHer, Law.com, Women.com, WebTV) and Rachel Sanborn, an Ellevest CERTIFIED FINANCIAL PLANNER™, this workshop includes:
*The only three financial planning rules you really need to remember
*How to think about trade-offs when trying to achieve many financial planning goals at once
*How to plan so you feel one step ahead in your 20s, 30s, 40s and beyond
*How to work to close gender money gaps

Want personalized advice—on your finances or on your startup? Stick around for a free day of coworking among a supportive group of women. Rachel and Lisa will hold office hours, so stop by when you get a break!

SCHEDULE:
8:00am – 9:30am: Financial Planning Workshop + Networking
Stay for a day of free coworking among a collaborative community of women and advocates!
9:30am – 2:00pm: Financial Planning Office Hours + The Riveter. Sign up here!

FYI — WE’VE TEAMED UP WITH ELLEVEST TO HELP CLOSE INVESTING GAPS FOR WOMEN—AND MEN! WE’LL RECEIVE COMPENSATION IF YOU BECOME AN ELLEVEST CLIENT.

AND THE INFORMATION PROVIDED IN THIS GENERAL WORKSHOP SHOULD NOT BE RELIED UPON AS PERSONAL INVESTMENT ADVICE OR RECOMMENDATIONS, DOES NOT CONSTITUTE A SOLICITATION TO BUY OR SELL SECURITIES AND SHOULD NOT BE CONSIDERED SPECIFIC LEGAL, INVESTMENT OR TAX ADVICE. INVESTING ENTAILS RISK INCLUDING THE POSSIBLE LOSS OF PRINCIPAL AND THERE IS NO ASSURANCE THAT THE INVESTMENT WILL PROVIDE POSITIVE PERFORMANCE OVER ANY PERIOD OF TIME.

About Lisa Stone

Lisa is the Chief Marketing Officer at Ellevest, an investing solution focused on the needs of women with a mission to close the gender investing gap. Lisa most recently built, led and sold BlogHer, the lead social publisher for women, and has spent 20 years designing platforms, programs and partnerships that activate millions of people to achieve defined business goals. Prior to BlogHer, Lisa pioneered the first blog publishing network at Law.com, was Vice President, Programming and Editor in Chief at Women.com Networks, where she led original content and partnerships, launching 11 Hearst and two Rodale magazine sites, and worked as a media strategist and journalist (WebTV, CNN, The New York Times, LATimes.com, the Oakland Tribune).

About Rachel Sanborn

Rachel is the Lead Financial Planner at Ellevest, and has spent the past 15 years doing comprehensive financial planning, investment management and research, and financial planning technology development at a variety of firms for all types of clients: ultra high net worth individuals, endowments, foundations, retirees, small business owners, pre-retirees, young professionals, and everything in between. She spent four years at the intersection of financial planning and technology with LearnVest, acquired in 2015 by Northwestern Mutual, helping them build a software platform and team of financial planners from scratch. Rachel then spent another 1.5 years with Advizr (creator of financial planning software) as their Director of Financial Planning, working with their product team to prioritize and write specifications for new financial planning features in their software platform, building and managing a customer support team from the ground up, and building and delivering training programs for enterprise and independent users.

Organizer

The Riveter
Phone:
(206) 486-5793
Email:
hello@theriveter.co
Website:
www.theriveter.co

Venue

The Riveter – Capitol Hill
1517 12TH AVE, SUITE 101
Seattle, WA 98122 United States
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