Join us for our casual and conversational Entrepreneur's Circle at The Hivery! This is another way to make sure you're not tackling the business of building a business on your own, but rather with the trusted circle of The Hivery community.
Does your investment advisor or financial planner know what matters most to you?
Have you wondered about how you might engage in values based investing?
Whether it be through traditional investing, impact investing or philanthropy, many of you use your personal financial capital to support issues about which you care deeply. No two ways about it - the way you use your money is an expression of who you are. This interactive session is about becoming more personally connected to your investing AND to the advisors with whom you work.
In this interactive and FUN workshop, Marlis Jansen and Barbara Pierce, both Hivery members, will explore how to make your investing an intentional expression of YOU.
First, Marlis, a financial therapist, wealth dynamics coach and instructor for Women with Capital, will conduct some interactive exercises to help you articulate your “financial identity,” clarify the values you want reflected in your investments, and how to better partner with your financial advisor. Barbara, Founder of Women with Capital, will introduce the fundamentals of impact investing and explore several ways to achieve both financial returns and social impact simultaneously. (Spoiler alert: the idea that you have to give up returns to do impact investing is a myth!)
The goal is to get curious together about how to make investing a personal, powerful and playful process that YOU drive, not your advisor. Join us!
As seats are limited, advance online registration is required. Free for members. $30 for non-members. This is a BYO brown-bag lunch discussion. All are welcome!
Not a Hivery member yet? Learn more about membership and sign up here.
This workshop is one of The Hivery's monthly member events. Mark your calendar for each Thursday from 12:30 to 1:45pm to join this and forthcoming programs.
We know that life happens and things change. If you can no longer make it to an event, please email us to let us know at firstname.lastname@example.org so we can plan accordingly. We will gladly offer you account credit for the ticket price when requested in writing at least three days before the event. Please note that no refunds will be given on event cancellations.
+ A note about Photography/Videography
We love sharing beautiful moments that happen at The Hivery and often take photos and/or videos at events and workshops. Your entry at The Hivery constitutes implied consent to be captured and/or published by The Hivery lens. If you are camera shy, please let our staff know so we can seat you accordingly.
About Our Presenters
Barbara E. Pierce is the Founder of Women with Capital. In addition to her roles as an individual investor and founder of Women with Capital, Barbara has 25 years’ experience facilitating partnerships between top philanthropists and nonprofits.
As the founder and principal of Transformative Giving, she has worked with The Stanford Center on Philanthropy and Civil Society, The George Lucas Educational Foundation, Planned Parenthood and the ACLU of Northern California, among many others.
Barbara is a member of the Pipeline Angels, who create capital for women and non-binary and femme social entrepreneurs. She also belongs to the American Association of Individual Investors as part of her ongoing education.
Her philanthropy is focused on supporting women’s rights. Barbara is an active member of the Women’s Catalytic Fund, a giving circle focused on gender equity. She is also a leadership council member of the Equal Rights Advocates Stronger CA initiative. A cum laude graduate of Wellesley College, Barbara received her M.A. in Latin American Studies from the University of Texas at Austin with an emphasis on human rights. You can learn more about Barbara here.
Marlis Jansen is the Founder and CEO of The Money Conversation. Marlis founded The Money Conversation out of a desire to help people increase their emotional awareness and agility with respect to their finances, a need rarely addressed in traditional financial planning.
As a member of a family office and board member of a private foundation, Marlis has both personal and professional insight into how people relate to money spanning the gamut from multigenerational family dynamics to portfolio management.
Marlis, a mother of two, is Vice President of the Springcreek Foundation and an active member of several professional organizations. She has a B.A. from Harvard University, a master’s degree in counseling psychology and a graduate certificate in financial psychology and behavioral finance. You can learn more about Marlis online here.