Financial Wellness Workshop with Jane Beule, Certified Financial Planner

January 30, 2019
6:00 PM - 8:30 PM

Mills-Peninsula Medical Center
1501 Trousdale Drive
Burlingame, CA

If you feel that Financial Wellness is the new self-care - or saving money is your 2019 New Year's resolution, Jane Beule, Certified Financial Planner, is here to help!

Jane's last workshop with WHCE helped us explore how our past emotional experiences with money influence our financial decisions now. This time, we will get technical!

Jane will teach us about:

  • Setting aside enough for retirement
  • Budgeting
  • How to get your credit to its best if new loans or real estate is in your future
  • How to choose the right financial vehicle to make your money work for you

 

Jane began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients. She founded Griffin Black in 2001 in order to create the kind of Registered Investment Advisor (RIA) firm she wanted to hire herself.

6:00-6:30 – Networking

6:30-8:30 - Presentation

Tickets

$5.00 Member Ticket

$10.00 Guest Ticket

$0.00 Student