Women & Money Seminar

July 30, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment 

I’ll be speaking to the Southlake Chamber of Commerce WIN (Women in Networking) meeting at 11:30 am on Wednesday, August 26. 

 Women have unique opportunities and challenges with money!  Women tend to live longer and earn less than men, but according to some recent studies may actually be better investors.

This interactive quiz will engage you in thinking about some of the biggest financial opportunities in your life and raise your antennae on some of the pitfalls to avoid.   We’ll also discuss one of the biggest challenge Moms face – balancing saving for retirement and college. 

Come prepared to have fun and participate — guessing at answers even if you don’t them will be encouraged!  And after we throw out all the crazy answers, we’ll make sure everyone knows the right answer so you walk out the door with solid information to make smart financial decisions.

Where: Southlake Chamber of Commerce (1501 Corporate Circle, Suite 100, Southlake, TX)

When: Wednesday, August 26, 11:30 am

Limited Space.  Reservations Recommended.   Visit www.SouthlakeChamber.com to reserve your seat.

Women & Money Seminar August 26

January 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment 

I’ll be speaking to the Southlake Chamber of Commerce WIN (Women in Networking) meeting at noon on Wednesday, August 26. 

 Women have unique opportunities and challenges with money!  Women tend to live longer and earn less than men, but according to some recent studies may actually be better investors.

This interactive quiz will engage you in thinking about some of the biggest financial opportunities in your life and raise your antennae on some of the pitfalls to avoid.   We’ll also discuss one of the biggest challenge Moms face – balancing saving for retirement and college. 

Come prepared to have fun and participate — guessing at answers even if you don’t them will be encouraged!  And after we throw out all the crazy answers, we’ll make sure everyone knows the right answer so you walk out the door with solid information to make smart financial decisions.

Where: Southlake Chamber of Commerce (1501 Corporate Circle, Suite 100, Southlake, TX)

When: Wednesday, August 26, noon

Limited Space.  Reservations Recommended.   Visit www.SouthlakeChamber.com to reserve your seat.

Women & Money: Seminar at GKWC Luncheon

January 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment 

I’ll be speaking at the January Greater Keller Women’s Club luncheon on Women & Money.  As women, we have unique challenges and opportunities when it comes to relating to and managing money.  Among the challenges, we tend to live longer and earn less than men and are sometimes hesitant to take ownership of our financial situation.   Among the opportunities, we tend to stick to a plan once we have it and get better long-term investment results than men (this isn’t just me saying this — there’s data!  But don’t worry, men, you can use the same time-proven techniques to avoid the pitfalls that caused the statistical variance).    Once we’re aware of these trends, it can help us avoid pitfalls and plan to fund the life we want.

Guests are welcome at the luncheon.  An RSVP by noon on January 16 is required to rsvp@gkwc.org.

Wednesday, January 21, 2009
Social: 11:00 a.m.
Lunch: 11:30 p.m.
Cost: $14
Timarron Country Club
1400 Byron Nelson Parkway
Southlake, TX 76345
I’d love to see you there!