Personal Finance for Women: In Person

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Liz Groeger

Please note: Masks & proof of vaccine (w/booster) is required for this in-person class. Please bring card or digital version to class.

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  • Join us for a fun, informative and interactive workshop designed for women on personal finance topics! The session will be in person at Natural Resources to create a comfortable and casual environment for discussion and to ask questions. 

    Topics and questions we’ll cover:

    Financial Planning – What are my financial goals? What is a financial plan?

    Budgeting – Do you know your cashflows?

    Goals Based Investing – How do I save and invest for my retirement? For my child’s college education? For my other financial goals?

    Equity Compensation – How do my Restricted Stock Options (RSUs), Incentive Stock Options (ISOs) or Non-Qualified Stock Options (NSOs) work?

    Any and all of your other personal finance questions.

    And of course:

    - Babies in laps are welcome
    - This is your session to learn. If you’d like to submit a financial topic or question in advance of the session, please email it to elizabeth.groeger@morganstanley.com

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