Attendees will learn a framework to approach objectively every financial decision and goal as well as financial terms to increase their knowledge and understanding. All will leave the event more empowered and less emotionally intimidated by personal financial decision making.
Details
Date: RESCHEDULED to Thursday, May 30, 2024
Time: 7 - 9pm, please arrive by 7pm
Location: Jewish Community Alliance (JCA), 1342 Congress St., Portland, ME, parking on premises
Fee: $75* per person for a tutorial with two financial advisors, a financial booklet developed for this event, small bites, and drinks.
*As we develop different types of events, we are working on price to make these events sustainable. If cost is a factor, we want to help. For each event we set aside tickets just for this. Please email us at hello@heldportland.com
Cancellation policy: All sales are final and non-refundable. However, your tickets are transferable to an individual. If transferred to someone, please email us their name and email address at hello@heldportland.com.
What to expect
Each held gathering will have a different format based upon the intended outcome. At the heart of each gathering is human connection. Our goals are always twofold: to spark meaningful connections that ultimately foster a deeply rooted community and for each attendee to leave feeling empowered around a specific topic. For our second gathering, the topic is personal finance. We hope everyone leaves more motivated and confident in their financial decision-making and connected to the group. The format will be:
Remarks and group dance - Once you’ve grabbed your name tag and a bite to eat, we’ll provide an overview of held’s mission and the JCA’s community and its support of displaced people. The following fifteen minutes will be spent with dance instructor, Maggy Bassingthwaite who will choreograph a group dance. They say that synchronized movements create a sense of connectedness. This portion of the night is meant for us to laugh, have fun, and loosen up before delving into some financial topics.
Sit-down financial tutorial - For the first part of the financial tutorial, we will open it up to the group to share their most embarrassing financial mistakes without any judgment towards their younger selves. Research says that when we take accountability for our own mistakes, we’re more motivated to learn from them. Tenaya and Mary Beth will then hand off the discussion to two financial advisors, Michelle Santiago and Molly Reinfried. For the rest of the evening, Michelle and Molly will lead an engaging tutorial around the basics of personal finance. Their teachings will focus on:
Memorable framework to approach financial situations
Easy steps to build wealth
Terminology and overview of the financial landscape
At the end of the session, all attendees will take home a financial booklet that was designed for the night’s event.
Post tutorial feedback - We’ll ask that each person fill out a brief survey for feedback. For those of you who want to stay and mingle, you’re more than welcome to do so.