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Budgets & Debts (Financial Fitness San Diego - Session 2)

  • private residence (address provided with registration) La Jolla, CA United States (map)

Treat yourself to a self-care Sunday that prioritizes your health and your financial future! JWI’s newest financial empowerment and education program gathers San Diego-area women in their 20s and 30s for a monthly mind-body workout that’ll build your financial confidence, boost your well-being, AND connect you with new friends.

Sessions are held in-person from 11:30 a.m. to 1:00 p.m. PT on Sundays - November 7th, December 5th, January 9th, and February 6th. Each session will include a financial literacy workshop - friendly, interactive, and facilitated by experts - and mind/body/wellness exercises led by a local fitness coach, plus a social/snack session at the end.

You can register for individual sessions at $10 each, or for the entire series at just $25*. Either way, you’ll learn skills that you’ll carry - and that may carry you - for the rest of your life.

In keeping with JWI’s commitment to serving the greater good, vaccines will be required. This program is built for women who identify as Jewish, but women of every religious affiliation, race, culture, gender identity, sexual orientation, and ability are welcome.

*Need assistance with the registration fee? Email Alyssa Baron to inquire about scholarships.


Session 1: How We Feel About Money - Sunday, November 7th

We’ll start the series with a session about the many complex emotions around money. Learn about JWI’s finance philosophy (managing your money is integral to self-care, and everyone should have money in their own name), then break into groups to discuss your personal journey and relationship with money. Everyone will have a chance to talk about their hopes, their fears, and their vision for their financial future. You should come with a detailed list of everything you bought that week, to get you started on the budget you’ll be building in subsequent sessions.

Session 2: Budgets & Debts - Sunday, December 5th

Session two will review everything you spent money on the previous week, and get you started on a budget that sets you up for success. We’ll discuss the why and how of budgeting before starting to build one tailored to your income and lifestyle. Also on the agenda this session: Understanding and managing the different types of debt, protecting your credit score, and planning for future expenses like travel or buying a home.

Session 3: Conversations & Negotiations - Sunday, January 9th

This week’s goal is to make sure you understand your worth! We’ll cover the uncomfortable but critical money conversations that must be had - from negotiating a salary that reflects your worth, to setting financial goals and expectations with your partner, to telling a friend her bachelorette weekend doesn’t fit into your budget. Particular attention will go to your value in the workplace: Understanding pay and benefits, and how to negotiate a package that reflects the value you bring.

Session 4: Your Financial Future - Sunday, February 6th

In the final session, we’ll take a look at the power you’ve gained by exploring and understanding your individual finances. Looking back at what you’ve learned, you’ll be able to assess the goals you set in session one, and how attainable they feel with all of this empowering new knowledge in hand. It should be clear to see the ripple effect of the financial decisions you make today; you may notice lifestyle changes that will put you in better alignment with your goals. You’ll come away from this session with a vision and a plan for a bright financial future.


Jennifer Kagnoff

As a long-time business, brand and marketing consultant to start ups, and an executive in early- to late-stage ventures, Jen is no stranger to understanding the critical role of finances in a corporate setting. And, as an active fundraiser and single mother, she also knows the power and value of creating and executing budgets and financial targets.

In order to help companies build or re-establish highly competitive brands, own their defined spaces and attain financial and growth targets, Jen has collaborated with a far range of individuals from hobbyists, who want to professionalize their business, to seasoned technology founders looking for exit strategies. In the process she has developed and managed million dollar budgets and operating plans and trained countless managers and staff to understand and create their own departmental financial tools.

In a career often dominated by male executives and engineers, Jen has worked hard to mentor and coach young women to help them build knowledge and rise within their chosen fields of work. Jen’s professional life has taken her around the globe, from Hong Kong to London and across the United States, and she encourages her mentees everywhere to stay true to their core values, challenge themselves and remain open to new opportunities.

Jen received a BS in Management from Wharton, University of Pennsylvania and an MBA from Haas School of Business, University of California, Berkeley.

 

Sonia Mandelbaum

Born in Mexico City and raised in San Diego, Sonia brings a global perspective to each and every professional and philanthropic venture. Throughout her early career, Sonia combined her love of the arts with a passion for business, executing several successful programs for The New York Pops and the Los Angeles County Museum of Art (LACMA). She later moved into consulting to shepherd early-stage companies in the fields of technology, wellness, wine and art; helping to develop and manage their business and branding strategies.

Currently, Sonia serves on the board of the Museum of Contemporary Art San Diego and the San DIego Jewish Academy. She recently chaired a 15-month comprehensive campaign which raised $15 million for the Academy to create expansive scholarship programs. Sonia also works closely to raise funds for multiple community cultural organizations.

Sonia received a Bachelor's Degree in Sociology from Tufts University and a Masters in Business and Arts Administration from New York University.

 

Tamy Erle

Tamy brings a strong background in comprehensive holistic health. Having been born in Mexico and raised in San Diego, she has always had an innate love for travel, diversity, and experiencing life from different perspectives. Her love and knowledge for health started in her early teens and continued to grow through her experiences living in other countries and raising 4 children.  While raising her children, Tamy continued her education as an Integrative Nutritional coach, yoga instructor and breathwork facilitator.

Currently Tamy’s passion and work is in coaching mothers and children overcome mental and physical health challenges so they can find their true potential and have generation impact.  “The mind, body and soul are all interconnected. We are living in a very stressful and demanding world. In order to have true success and joy, we have to put in the work in all areas of our lives, internally and externally. And, If we want our children to be empowered, confident and healthy, we must be the example.”  

Tamy received a Bachelor’s Degree from UC Berkeley in Exercise Science and went on to get a Master’s in Education from Nova Southeastern University.

 

 
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This program is presented by JWI with generous support from the Jewish Women’s Foundation of San Diego.

 
 
Earlier Event: December 3
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Later Event: December 7
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