Big Girl Money Investment Circle

Dear Listener, 

The Big Girl Money podcast has a passion for helping women get the Big Girl Money they deserve. However, it’s not just about getting that Big Girl Money, it’s what you do with it! We have been following the work of a movement called Invest for Better and decided to start an Invest for Better Circle for BGM listeners who are interesting in becoming better investors and activate their assets for social and environmental impact. This will be a six-month program starting in April with monthly, 90 minute virtual meetings where we learn together and up our investment game as a group. The investment circle will be led by Wendy Bohling, co-host of Big Girl Money podcast, and Sommer Rains, independent financial advisor.

MonthTopic
AprilOverview:  The Circle, You and Values-aligned and Impact Investing
MayYour Relationship with Money – Invest with Your Heart & Mind
JuneCash – Activate your Checking & Savings Accounts
JulyPublic Markets, ESG and Shareholder Activism
SeptemberPrivate and Alternative Investments
OctoberYour Next Steps – Developing an Investment Philosophy & Policy Statement
BGM Investment Circle Preliminary Calendar

Space is limited and there is a nominal fee to allow us to thank all the guest speakers for sharing their knowledge with us.

If you want to up your investment knowledge and learn how to align your investment with your values, join us. You know we don’t do anything without a large dose of fun involved!

Please reach out with any questions via our contact me page or email me at biggirlmoneypodcast@gmail.com

Sincerely,
Wendy and Sommer

Wendy Hall Bohling: Big Girl Money Co-host and Corporate Cowgirl Up TrailBoss
Sommer Rains: Fiduciary and Corporate Veteran

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