Your Relationship With Money

This workshop goes beyond basic financial literacy —it’s about connecting your financial wellness to the rest of your life. Yes, you’ll get financially organized, set goals and priorities, and stay accountable. But you’ll also learn how to manage financial stress and related emotions. In fact, you’ll begin to feel:

  • Empowered in your financial knowledge and your ability to make informed decisions for yourself

  • Confident about your life’s values, goals, and beliefs as they relate to your finances

  • Assured that your money is working to support those values, goals, and beliefs—not the other way around

  • Balanced and in control of your finances because you are incorporating your whole life picture: career, health, family, community, spirituality

Attendees will learn

  • How to get clear on your values and the way you set financial goals
  • Common emotions that may surround financial decision-making and ways to work through them
  • Ways to visualize your financial future and evaluate how you can get there
  • Action steps and money habits that can help get you to your ideal state
  • Exercises that may ultimately help you master your relationship with money!
  • Hints, tips and tools to apply in your financial journey today

Speakers

About Sheila

Sheila Walsh CFP® is the GM of Financial Coaching for Willow.

She has spent almost 15 years in the investment management industry working closely with financial advisors and investors as they seek to understand how life events and behavioral tendencies can impact their financial journey.

Sheila earned her BA in Organizational & Behavioral Management from Brown University and her MBA from Georgetown University.

About Sarina

Sarina Sherwin is the Head of Marketing at Willow.
She has experience driving growth and strengthening loyalty by developing and executing marketing strategies backed by analytical rigor at large corporations like Gap Inc., Reebok, Delta Air Lines, and Citizens Bank.

Sarina earned her BS in Business Administration from the University of Southern California and her MBA from the Kellogg School of Management.

About Willow

Willow is a female-led company that helps women confidently achieve financial wellness during life’s inflection points through personalized financial life coaching.

Reviews of this provider: “What an AMAZING [webinar]. We had such a great turn out, the chat was exploding and you ladies really brought it! We have over 2,500 views on YouTube so far!!!“ —The Mom Project -
Speaker Topic:
Mindfulness
Nutrition
Fitness
Leadership
Financial Wellness
Sleep
Aromatherapy
Stress
Mental Health
Ergonomics
Health
Well-being
Communication
Volunteerism
Celebrity or Keynote
Working From Home
Community
Humorous, Funny
Other
Building Awareness For:
Heart Health (February)
Black History (February)
Women's History (February)
Financial Literacy (April)
National Volunteer (April)
Brain Tumor Awareness (May)
Mental Health Awareness (May)
National Stroke Awareness (May)
Alzheimer's & Brain Awareness (June)
LGBT Pride (June)
Workplace Safety (June)
Sarcoma Awareness (July)
National Yoga (September)
Breast Cancer Awareness (October)
National Arts & Humanities (October)
National Disability Employment Awareness (October)
Movember - Men's Health (November)
Other Critera:
Available as Webinar
Recording is OK
Available as In-Person Event
Available Nationwide
Willing to Travel
Offered in Spanish
Offered in other languages
For Call Centers
Especially for Men
Especially for Women
HRA/VEBA eligible
For 3rd Shift
For Retreats
Holidays
Duration of event (in hour increments): 1
Equipment buyer needs to provide: Video Conferencing system (i.e. Zoom), ability to distribute workbook
Equipment provided by vendor: Interactive workbook
Post event tools included: Survey
Includes pre-event consultation: Yes