Tuesday, September 6, 2022
6:15PM - 8:00PM (Pacific Time)
Throughout Carrie's career in financial services, from working in branches while putting herself through college, all the way to Wall Street executive level, she encountered events that broke her heart.
A woman in her 30’s couldn’t afford her health care and started moving money between credit cards just to pay expenses. A woman in her 60’s walked into the bank exhausted and distraught because her husband had just died unexpectedly – and she didn’t know how to pay the household bills. And, a wealthy woman in her 40’s had let her million-dollar husband control all the money. He threw her out one day and moved the girlfriend into the family home. This woman didn’t know she had rights, and didn’t know where to start. None of these women had ever been taught some of the basics on managing their everyday money.
Divorce, bad credit score, debt, no time to save…one or the other will happen to most women. Carrie's mission is to help you avoid nasty surprises, or be prepared to tackle them when they come. No Judgment. No Deprivation.
Carrie's parents were loving, humble people who provided the best life possible for their 4 kids. They often struggled, and her learning from them was to manage cash very carefully. She walks the talk – she built her own money behaviors along the way, and achieved wealth the hard way – working hard and saving diligently.
Her coach practice brings this learning, in addition to 30 years of banking, credit cards and brokerage in multiple countries. Her career spans both major corporations and small businesses. This breadth of experience has distilled years of knowledge about individuals, entrepreneurs and money behaviors. It’s now available to you when she works together with clients.
Diligent money behaviors now allow her to fulfill her dream of helping other women, and enjoy money-life balance. Brian and she live life fully with good health, good food, good friends and their two silly little bunnies. They could buy a bigger home, but they don’t need it. Caring for the earth, respecting others, and a drive for excellence are key values. If she had to save one item from her closet of clothes, it would be her scruffy hiking boots!
Break-Out Room Questions:
Greetings Fellow Organizers, Productivity Pros and all Potential Guests, We're hosting our chapter meetings via Zoom to provide increased accessibility and networking. You can find more information on how to use Zoom here. Participation in Seattle Area chapter meetings is free if you're a Seattle Area chapter member. ALL NON-CHAPTER GUESTS MUST REGISTER IN ADVANCE of this meeting in order for us to be able to provide you with a Zoom link. (the fee is $26) REGISTER HERE
6:15PM - 6:30PM Introductions & Chapter Announcements
6:30PM - 6:55PM Breakout Rooms and Discussion
6:55PM - 7:55PM Speaker Presentation including Q&A
7:55PM - 8:00PM Wrap Up
We pride ourselves on being a cohesive, positive, enthusiastic group. Brainstorming and idea sharing are encouraged. All meetings begin on time with the intention of ending on time, and we abide by the NAPO's Anti-Trust Compliance Policy during all chapter events.
We are proud to offer a tremendous depth and breadth of educational offerings for our guests and members. Please click HERE for a list of previous topics.
To discuss the possibility of being a speaker at a Seattle Area Chapter meeting, please contact our Professional Development Director.