WOMEN'S CIRCLES

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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:  Balancing Investment Risk

& the "Sleep at Night" Factor

Discuss ways to grow assets without increasing anxiety.

Note: Prior to the Circle you've registered for, we'll send you a risk tolerance questionnaire to fill out. We'll discuss the results over lunch! 

 

Mosaic's East Bay office

Thursday, July 20, at 11:30 am

REGISTER NOW

 

Mosaic's San Francisco office

Thursday, July 27, at 11:30 am

REGISTER NOW 

Interested? Sign up to receive announcements about future circles.

Recent posts

Upcoming Women’s Circles: Investment Risk Tolerance

You take on risk whenever you make an investment, but what is the right level of risk for you? It’s a financial decision, but you can’t ignore the emotional components. Just how do you feel about...Read more

Women's Circle Roundup: Beyond Estate Planning Documents

Estate planning enables you to guide decisions affecting your life when you are no longer able to do so. When you’re alive and able, you simply make your own financial and medical decisions....Read more

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

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 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.

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