Your Money – Navigate Great Opportunities and Major Risks

“Women in general face a host of financial challenges that their male counterparts do not, including lower earnings, higher longevity, and often taking time out of the workforce to provide care. And while women medical professionals have the benefit of healthy incomes, that alone does not guarantee financial success. One barrier to feeling confident around money is that no one teaches us how to navigate the financial world – not our colleges, graduate programs, or even our families. And it’s still taboo to talk about with our friends!

I’m pleased to offer you this engaging and comprehensive course designed to give you the knowledge and tools to build your financial foundation, in alignment with your values, to ensure your ability to control your own future.”

Stephanie McCullough, CEO

Meet Your Faculty Presenter – Stephanie McCullough, CEO

Stephanie McCullough is founder of Sofia Financial and co-host of the award-winning Take Back Retirement podcast. One of Investopedia’s 100 Top Financial Advisors of 2022 and 2021, Stephanie provides non-judgmental, truly holistic financial planning for professional women. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement, especially those facing it on their own. Her mission is to empower women to make wise financial decisions so they can control their future, and thus she speaks to women’s groups regularly.

Stephanie is married with two kids in their 20s and has degrees from Duke University and the Johns Hopkins University School of Advanced International Studies. Follow Stephanie @sofiafinancial and www.sofiafinancial.com.

Course Agenda

Seminar	Hours
Introduction	1.5
Step One: Looking at How Much You Make	2
Step Two: Looking at Where Your Money Goes	1.5
Step Three: Putting Your Money to Work	2
Step Four: Thinking About What Happens if Something Goes Wrong	1.5
Step Five: Facing the Unknowns of “Retirement”	2
Live Workshop: Start Building Your Personal Action Plan	1.5
Wrap-Up: Focus on the Questions to Ask and Start Taking Action	1