Unpack Your Bag, Lady!
Amy Lampert is the founder of womensworth.com. She has over twenty-five years of management experience in the financial services industry, in roles ranging from sales and sales management to Directorships of Human Resources and Learning and Organization Development with Merrill Lynch, UBS, Mellon Bank, and HSBC. As principal of Organizational Learning, Amy provides advice to companies and their executives on how to re-tool business development processes and performance management structures for optimum results while simultaneously creating rewarding and ethical environments for employees and the clients they serve.
The Ten Dimensions of Financial Literacy
UPYBL is a fun, mind-altering three-hour workshop designed to help you unpack your baggage about money and master your own financial destiny. This workshop will set you on the road to becoming, and feeling, financially aware and independent!
At the conclusion of this three-hour magical workshop you will:
• Be more self-aware about your attitudes towards money and financial matters
• Learn a budgeting process which will free you from feeling guilty or deprived
• Be introduced to a user-friendly system to file and organize your financial documents
• Learn what to look for in choosing a financial advisor you can trust
• Familiarize yourself with an easy three step process for setting and reaching financial goals
• Understand how to better communicate about money and finances
• Receive retirement planning, estate planning and crisis planning checklists.
……and much more!