Prioritize your financial well-being by joining one of JWI’s 4-part Financial Fitness cohorts!
Alongside other San Diego-area women in their 20s & 30s, you'll build financial confidence, learn new skills, AND connect with new friends.
Each session kicks off with a full-group light dinner, 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 the brand new Beverly and Joseph Glickman Hillel Center in La Jolla. These 4 sessions will build on each other & set you up for success!
*Choose from one of these two Financial Fitness tracks:
Track 1: Becoming a Budgeting Boss
Dates: Tues, Jan 17th | Thurs, Jan 19th | Tues, Feb 21st | Thurs, Feb 23rd | 6:30-8:30 pm PST
Facilitator: Emily Collyns, JWI Director of Financial Empowerment
During these 4 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, Jan 17th | Thurs, Jan 19th | Tues, Feb 21st | Thurs, Feb 23rd | 6:30-8:30 pm 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 & tools, explore tools to automate, learn about different financial planning services, & create your own action plan in order to move forward with confidence & increase your long-term wealth generation.
When?
Each session goes from 6:30-8:30 pm PST
Tuesday, Jan 17th
Thursday, Jan 19th
Tuesday, Feb 21st
Thursday, Feb 23rd
How much?
This series is $18 to attend (all four sessions) and includes a light dinner at each session.
Who?
Financial Fitness is open to all who identify as a Jewish woman or non-binary person in their 20s & 30s in the San Diego area.
Where?
All sessions will take place in-person in San Diego, CA. Address will be provided to registrants closer to the event.
Can I join this program if I have taken part in previous financial fitness programming?
Absolutely! We’ve revamped our entire curriculum & 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 you feel great about & that you follow? 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, this 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 faciliators!
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.
