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ALB 2023 Money Matters - Accumulating Wealth - Investing & Retirement

Fri 9:00 AM to 10:30 AM
Topic: Business Accounting and Budget

Money Matters - In Person (Albuquerque)

Talking about money can be a stressful, but it doesn't have to be! Join Women In Leadership and WESST in a training series designed to guide you through common personal financial topics.

Classes will be held in person and will include hands-on, step by step activities to increase your financial knowledge and confidence with managing money.

Session Topics:

  • How Taxes work
  • Types of investment accounts
    • Traditional IRA
    • Roth IRA
    • 401K, SIMPLE IRA, self employed
  • How are investments taxed
  • Pay yourself 1st
    • 10/10/10
    • Establishing Investment goals
    • What type of account should you have? IRA, Roth etc
  • Dieting/Budgeting🤮
    • Why budgeting doesn’t work- Has to be a LIFESTYLE HABIT.

Seats are limited to 20 people.

Training Schedule (Subject to topic change)

  • 03/10/23 - Financial Behaviors & Attitudes
  • 03/24/23 - Managing Your Money Pt.1
  • 04/07/23 - Managing Your Money Pt.2
  • 04/21/23 - Using Tools to Manage Your Finances
  • 05/05/23 - Managing Credit & Debt
  • 05/19/23 - Building Your Safety Net - Savings & Insurance
  • 06/16/23 - Accumulating Wealth - Investing & Retirement
  • 06/30/23 - Introduction to Taxes

Reasonable accommodations for persons with disabilities and language assistance services are available for limited English proficient individuals. Please notify Adriana Martinez Guzman at 505-246-633 when you register for the class, or no later than 24 hours prior to your class, so that WESST can make sure necessary accommodations are available. All programs and services are provided to the public on a nondiscriminatory basis.

The Women's Business Center is funded in part by the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA.

Speaker(s): Adam Tafoya, co-founder of Educated Wallet and Investment Advisory Representative

Co-Sponsor(s): Women In Leadership

Please Note: THIS CLASS IS BEING OFFERED IN PERSON at 609 Broadway Blvd NE Albuquerque, NM 87102. This training class will be delivered in English.

Fee: No Cost

Phone: 505-246-6900


WESST Albuquerque Women's Business Center
WESST Enterprise Center
Wells Fargo Room
609 Broadway Blvd. NE Albuquerque, NM 87102

Association of Women's Business Centers

U.S. Small Business Administration

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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