Each Mosaic Women’s Circle focuses on empowering, educating, and engaging women in their financial wellbeing and their decision processes around money. Discussions range from the pragmatic to the behavioral, and often include writing prompts and talking points. Circles are a great thing to do with a friend. 

Our hope is that by participating in our Circles, everyone will be able to:

  • Build confidence
  • Take time for deep reflection
  • Get unstuck
  • Make meaningful connections
  • Learn to make wise decisions in the face of uncertainty
  • Become empowered to act boldly and purposefully
  • Better understand money-related emotions

Upcoming Circles

Topic:  Estate Planning - Beyond the Basics


Mosaic's East Bay office

Wednesday, May 10, at 11:30 am



Mosaic's San Francisco office

Thursday, May 18, at 11:30 am


Interested? Sign up to receive announcements about future circles.

Recent posts

Save the date: May Women's Circles

Now that your primary estate planning documents are hopefully in place, it’s time to figure out the messages, values, and vision that will be your legacy. And how to communicate your wishes. Read more

Women's Circles: The Power of Personal Financial Policies

A lot of us start the New Year by setting resolutions based on goals we’ve been meaning to get around to achieving. You know the goals I am talking about: “I will lose weight,” or “I will save more...Read more

Women's Circle Roundup: Savvy Gifting Strategies

Another successful Women’s Circle rounded out our financial understanding. Over lunch, we discussed savvy ways of gifting to charity, clarified the gift tax, and outlined ways to give to friends and...Read more

More about our Circles

A financial conversation for women is transformed into a Circle through the willingness of attendants to shift from informal socializing or opinionated discussion into a receptive attitude of thoughtful speaking and deep listening.

A circle is a meaningful symbol – in the cycles of life, in the changing of the seasons as years come and go, and in the wisdom we pass on as we share our experiences with those around us, so that they in turn may share. Women have gathered in circles throughout history. 

A circle of women may be the most powerful force known to humanity. If you have one, embrace it. If you need one, seek it. If you find one…  dive in. You will be changed… if  you allow it. Please: Allow it.” (Author Unknown)

A little bit about your hosts

Liz Revenko, MA, MBA, CFP® and Mary Ballin, CFP® are financial planners and women's advocates who believe that financial decisions should be aligned with one's values.

Mary is the recipient of the Womens Choice Award in recognition of her passionate dedication to addressing the financial needs of women and their families.