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 2018 Circles

The Tax Code Show

Now is a great time to gain clarity over your information.

We'll spend some time discussing key provisions in today’s tax code and how they may impact you. We will review the common forms used in a tax return and demystify some of the terms that we hear, like "marginal tax rate". 
And what’s the effective tax rate, anyway?

Invitations coming soon!

Mosaic's East Bay office

Thursday, March 22, at 11:30 am

and 

Mosaic's San Francisco office

Wednesday, March 28, at 11:30 am

 

Interested? Sign up to receive announcements about future circles.

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HOW Circles Take Shape

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.

Refreshments, talking points, and actionable takeaways will be provided.

 

A 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.