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

A Path to Giving

Develop a giving mindset framed by practical considerations that can help you responsibly celebrate the causes you champion!

 

Mosaic's East Bay office

Thursday, November 2, at 11:30 am

REGISTER NOW

 

Mosaic's San Francisco office

Wednesday, November 8, at 11:30 am

REGISTER NOW 

Interested? Sign up to receive announcements about future circles.

Recent posts

Circle Roundup: Investment Risk & the “Sleep at Night” Factor

Another successful Women’s Circle rounded out our financial understanding. This time, the Circle focused on tackling investment risk in a way that is optimal to reach long-term goals while still...Read more

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

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.