DC Women’s Financial Roadmap & Investing Basics Workshop

The DC Women’s Financial Roadmap & Investing Basics Workshop is an in-person workshop for women.

Build a clearer financial roadmap without sitting through a product pitch.

DC Women’s Financial Roadmap & Investing Basics Workshop is a practical educational session for women who want to better understand everyday money planning, retirement accounts, long-term investing concepts, and financial next steps.

During the workshop, participants complete three guided learning exercises:

1. Cash-Flow Framework

Learn how a basic monthly budget can account for regular expenses, savings, debt payments, and emergency reserves using sample figures.

2. Long-Term Investing Basics

Review general concepts including workplace retirement plans, IRAs, diversification, index funds, time horizon, risk, and fees.

The facilitator does not recommend specific securities, funds, brokers, insurance products, or investment allocations.

3. 90-Day Financial Action Plan

Create a private checklist of topics to review, questions to ask qualified professionals, and practical next steps for the coming three months.

Workshop exercises use examples rather than requiring attendees to disclose personal financial information.

Do not provide the organizer with account numbers, bank balances, income records, credit information, tax documents, passwords, or investment statements.

This event provides general financial education only. It is not individualized investment, tax, legal, credit, insurance, or financial-planning advice. No investment return, savings result, debt reduction, or financial outcome is guaranteed.

Unsolicited product sales, insurance prospecting, MLM promotion, speculative investment pitching, and aggressive lead collection are not permitted.