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FINANCE SIG

General Information


The purpose of this group is to increase our personal financial literacy. The knowledge of members about financial topics varies from beginner to more experienced. Our topics will be selected based on what individual members are interested in. We meet on the third Tuesday of the month at 6:30 PM via Zoom. New members are welcome. Come and give it a try. 
If you are interested in participating or want to be on our contact list, 1) add yourself to the contact group or 2) Contact Cyndy Nelson using the Member DirectoryIf you are not a member, please contact us.

Event Information

Ten members of the Finance SIG gathered on December 17 to talk about gift giving. We had a light discussion sharing gift memories and current challenges with or approaches to gift giving.

Below are some of the things we discussed:
Current gift giving with siblings and other extended family - none, all, draw names, amount limit, white elephant - anything goes; not necessarily agreement between siblings
Purchase gifts in accordance with one's own values - buy local, eco-friendly
Remember mom making homemade gifts for all the kids in the family
Many people on our lists want specific things and buy them for themselves

On Tuesday, January 21, 6:30-8:00 PM, we are going to talk about setting a personal financial goal for 2025. This goal can be anything you want such as finding a financial planner, identifying a new way to interact with your planner, creating your own net worth statement, creating or updating your estate documents, talking with your children about your assets, identifying one financial topic you want to learn more about, etc. We could share our goals (or not). And we could ask the group to be our accountability partner (or not) by reporting to the group quarterly whether or not we had made progress on our goal. Nobody needs to know what that goal is if one prefers to keep it private.

Our other January topic is to make a plan for our SIG for 2025. Bring your ideas of topics we might want to discuss or a book we might want to read and discuss.

All are welcome to join us on zoom. Join the group or contact Cyndy using the info above.

     

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