How do I invest in myself? Budgeting as a form of self-care
Join us for a hands-on workshop designed to boost your financial confidence and help you invest in yourself without consuming your time. We'll provide actionable takeaways that simplify personal finance, empowering you to take control of your financial future. This is a safe, open space to ask questions and share experiences as we explore topics like budgeting, trust planning, life insurance, and passive investing strategies.
Topics Covered:
Budgeting 101: Simplified budgeting that reduces stress with minimal upkeep (worksheet included!)
Spending vs. Savings: How to balance wants and needs, including retirement savings, big purchases, and lifestyle goals.
Trust Planning: When and how to create a will, set up a POA, and establish healthcare directives.
Life Insurance: Understanding term vs. whole life insurance and what makes sense for you.
Investing: Explore passive income sources such as 401k, HSA, stocks, and real estate, and learn when to prioritize different investments.
Leave with practical steps you can implement right away and a clearer path toward financial independence!
About Lauren:
Lauren is a Financial Advisor with Humphreys Wealth Advisors, a multi-gen family team that supports multi-gen families in creating the life and impact they want. She supports the creation of customized budgeting and wealth planning strategies and investment management to help clients navigate life events.
Driving Lauren’s passion for relationships is her deep-rooted value in supporting financial independence and education. Lauren joined UBS in 2018 and spent two years in the firm’s selective Graduate Talent Program (GTP). Additionally, she spent two years on UBS’ Equity Advisory Group, supporting portfolio management and providing actionable equity and ETF ideas to Financial Advisors.
She lives in New York with her partner, Evan and their cat, North. In her spare time, Lauren loves yoga, knitting, and reading.