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Finance 101: The Financial Basics Every Woman Needs

June 23 @ 12:00 PM - 1:00 PM

Know Your Numbers: The Financial Basics Every Woman Needs

Understand the core financial information that impacts your daily life and long-term security — including budgeting, banking, debt, credit scores, cash flow, and the financial documents every woman should know how to read.

12 – 1pm

June 23

On Zoom

Topics

  • Budgeting & cash flow
  • Credit scores & credit protection
  • Banking & joint accounts
  • Debt basics
  • Emergency savings
  • Financial organization
  • Understanding income vs. expenses
  • Key financial documents

$39 for Non-Members

Free for Members

Michael B. Kislin, CFA®, CFP®, CIMA®, CDFA®, CEPA®, is a wealth advisor at Morgan Stanley, known for his empathetic, holistic approach to financial planning. He partners closely with clients to understand their goals, values, and life transitions, creating personalized strategies that support long-term financial well-being.

With expertise spanning investment management, comprehensive financial planning, divorce financial guidance, and business exit planning, Michael helps individuals and families navigate complex financial decisions with clarity and confidence.

Rather than focusing solely on numbers, Michael believes true financial success comes from aligning wealth with purpose, helping clients build financial strategies that support the life they want to live.

Details

  • Date: June 23
  • Time:
    12:00 PM - 1:00 PM
  • Event Category:

Venue