Building Your Investment Strategy: How Smart Women Build Wealth

You’ve learned the basics of investing.
Now it’s time to learn how to actually build a portfolio.

Join us for an educational investing workshop designed to help women better understand investing, retirement accounts, portfolio strategy, and long-term wealth building.

Whether you’re investing through a 401(k), IRA, brokerage account, or working with a financial advisor, this session will help you better understand how your investments work and how to make more informed financial decisions.

This workshop is especially designed for:

• women who want to better understand their investments
• women whose partner or financial advisor currently manages most of the investing decisions
• women who want to feel more confident asking questions and evaluating financial advice
• women who are investing, but aren’t fully sure what they actually own

We’ll break down investing in a practical, approachable way so you can better understand how your money is working and how to make informed decisions for your future.

Topics include:

• Asset allocation and portfolio structure
• Diversification and avoiding portfolio overlap
• Taxable vs. tax-advantaged accounts
• ETFs vs. mutual funds
• Expense ratios and advisor fees
• Passive vs. active investing
• Picking individual stocks
• Wealth-building beyond the stock market
• How to evaluate whether you need a financial advisor

Whether you’re investing through a 401(k), working with an advisor, managing your own brokerage account, or simply trying to become more financially informed, this session will help you better understand how investments fit into your larger financial life.

This workshop is educational in nature and intended to improve financial literacy and confidence. No individualized investment, legal, or tax advice will be provided.

No prior investing experience required beyond a basic familiarity with the concepts.

Presented by volunteer financial professionals as part of the YWCA Economic Empowerment Program, which hosts monthly financial and career workshops for women.