Alongside other San Diego-area women in their 20s & 30s, you'll build financial confidence, learn new skills, AND connect with new friends. Each session kicks off with a full-group light dinner, and then we split into two smaller groups – based on your chosen track* – for an interactive financial literacy workshop facilitated by experts Emily Collyns and April Schultz (bios below) . We will be meeting at HoyleCohen in Mission Valley. These 4 sessions will build on each other & set you up for success!
Emily Collyns is the Director of Financial Empowerment for JWI where she leads JWI’s Women’s Financial Empowerment Institute (WFEI) and spearheads the Financial Fitness cohorts. She delivers impactful financial literacy programming across the country for women of all ages, with a particular focus in building back up financial security & stability alongside survivors of domestic violence.
With a background in education, one on one financial coaching, & career development, Emily is extremely excited to help you dig into your financial situation, set short and long term financial goals, & create a personalized budget that helps you achieve your goals!
April Schultz is a Financial Planner & Associate Wealth Advisor, working on the Financial Planning Team at HoyleCohen Wealth Management. She creates financial analyses and projections for clients using a various planning software applications, including estate planning, education funding, tax planning, risk management needs, cash flow and retirement analysis. She supports the monitoring of clients' financial situations and the Planning and Advisory Teams in a variety of ways.
April graduated with a BS in Business Administration and Financial Services with a Certificate in Personal Financial Planning from San Diego State University in May 2021. She also passed her CFP® exam in September of the same year. Additionally, April serves as a board member for the FPA NexGen community.
Sponsor: This program is presented by JWI in partnership and with generous support from the Jewish Women’s Foundation of San Diego.