Money Circle ATX

🚀 Don’t miss out on the 3rd Annual Collaborative WIM Global Summit! 🚀 On Thursday, November 7th, from 12:00PM - 4:30PM EST, you have the opportunity to gain actionable insights and engage with top leaders from the investment industry. Co-hosted by CFA Societies across three continents, this virtual half-day event is packed with sessions designed to elevate your career and expand your professional network. 🔑 Why should you attend? • Learn strategies to advance your career from industry leaders. • Engage with change makers who are driving results for individuals and organizations. • Connect with a global network of peers, opening doors to new opportunities and collaborations. 🌍 Panel Highlight: “2025 Outlook for Female Leaders: DE&I In Action” Join Dr. Andrea Eisfeldt (Laurence D. and Lori W. Fink Endowed Chair in Finance, UCLA Anderson School of Management), alongside Lindsey Sichel Rubinstein (Chief Marketing & Investor Relations Officer, Opus Capital) and Jade Scipioni (Senior Reporter and Journalist). What you’ll learn from this panel: 1. Gain updates on DE&I efforts within finance, particularly in investment teams and decision-making roles. 2. Receive personal and career advancement strategies from global change makers. 3. Explore how these leaders are creating tangible, impactful change for individuals and organizations. 💼 Bonus: The 100th registrant will receive a signed copy of Red Helicopter by keynote speaker James Rhee! (Must attend the Book Club session to qualify.) This is a complimentary opportunity to gain critical insights and connect with leaders across the globe. 🔗 Save your spot: https://lnkd.in/eCTjhM3k #CWIM #CWIMSummit #InvestmentManagement #CareerDevelopment

Join us for CWIM's highly anticipated Q3 event: “MoneyZen The Secret to Finding your Enough” Featuring Manisha Thakor Date: Thursday, September 19, 2024 Time: 12:00 PM - 1:00 PM ET If a “never enough” mindset is holding you back from a happier and more meaningful life, you need to reimagine your relationship with work and money. In her book MoneyZen, Manisha Thakor reveals lightning rod concepts and tools for scaling back to create more time for the things that really matter. Learn how to free yourself from toxic and self-sabotaging behaviors so that you can effectively invest in both your financial health and emotional health. Manisha Thakor is a highly sought after speaker and media commentator on the subject of personal finance. Audiences consistently rave about her authentic, upbeat, and straight-from-the-heart style of discussing personal finance. As the founder of the Women’s Financial Literacy Initiative, Manisha teaches, writes, and speaks about the basics of personal finance for women. With the triple force of an MBA from Harvard Business School, she had the experience of building and running a $6 billion money management business. 📣 Proudly hosted by CFA Society Dallas/Fortworth In this dynamic workshop, you'll: • Get off the 24/7 hamster wheel of Hustle Culture • Eradicate the soul destroying belief that “Self-worth = Net worth” • Implement a new formula for a rich life: “Financial Health + Emotional Wealth” Secure your spot now: https://zurl.co/Kpef For more information about CWIM, visit: https://zurl.co/w0SO #cfasociety #collaborativewim #womeninfinance #finance #careeradvancement #networking

Looking forward to our upcoming Women Creating Wealth Fireside Chat! With the temperature warming up (hello, spring), we won't need an actual fire, but the conversation will be 🔥 ! Join us on 5/2 for an intimate conversation about financial wellbeing. Come chat with the pros about preparing for big life events with a confident money mindset. Whether you're considering starting a side business, navigating a layoff, or expanding your family, we'll be discussing helpful ways you can manage your personal finances to feel empowered and be in control. If you came to our first event last fall, we look forward to continuing this important conversation with you! And if you didn't join us then, we can't wait to meet you. Learn more and register here: https://lnkd.in/gsz6pSxM Adriana Alvara Robyn Rodriguez, SPHR Kelly Klingaman, CFP®, RLP® Bessy Martinez Maria Galizia #WomenCreatingWealth