Our Financially Fearless series is composed of interactive sessions, designed to cover a variety of financial topics, in an engaging format, delivered live, locally, or digitally to you, in the comfort of your home, office, or cozy corner of your choosing! Financial education does not have to be stodgy, or feel like a dodgy sales process. In the coming weeks, we will be adding topics, dates and times for you to select. Our goal is providing clarity, a place to ask questions, finding help navigating your financial needs and goals, and most importantly: shifting the frame. You CAN do this! We are here to help. We look forward to welcoming you, soon!
Confident management of your financial life is possible! Start by joining one of our LIVE events or a virtual cohort, today, and
Let’s Get Fearless!
Financial Education has been a passion of mine, throughout my professional career. There are so few formal avenues for personal financial education, yet more sources of financial information than I can count, and some that sound at odds with others. Which one is the right one?
I originally developed Financially Fearless to help women plan for retirement. It evolved to include discussions about: basic estate planning, asset allocation, investment 101, budgeting hacks, risk mitigation and debt management.
When I created Juno Capital Strategy, LLC, I knew Financially Fearless would have to be a component of my service, and we would have a lot more to talk about! As my professional journey evolved, Financially Fearless moved from being a component of my service, to the primary service I am proud to offer. I am now delighted to be be able to offer LIVE events! and am developing the calendar for the remainder of 2024. I am also working to bring back interactive sessions via Zoom. This delivery offers considerably more flexibility, and allows participants to join us from anywhere! One hour, one focus, twice a month, you bring the why, in the first session I’ll bring the what and ideas for how, the second session is dedicated to fine-tuning them.
So, grab a friend, a mug of tea or a cup of coffee, and let’s get Fearless!! Please see below for a list of planned sessions. The form for securing your spot will be posted by May 15, 2024, when our calendar is complete.
Yours in Financial Fearlessness,
Jennifer
We have scheduled our first LIVE event!
Save the Date: May 13, 2024 to get Financially Fearless!
More information about this exciting event created in collaboration with Cordial Coffee & Curated Finds in Cynthiana, KY will be forthcoming on our new Facebook Events page!
Curious about what we might cover as we grow Financially Fearless!—>see below for a sneak peak at what we have added since the switch from a planning-focused firm, in 2021, to a financial education focused firm in 2024:
Tax Strategy: learning from this year’s 1040 to better prepare for next year.
Preparing for 2024
Strategic Negotiation: understanding the value and necessity for a negotiation plan is critical for successfully navigating a number of life’s crossroads.
Preparing for 2024
Fairytale Finance: who are the Wicked Witches, the Big Bad Wolf, Ugly Stepsisters and Prince Not-so-Charming who can wreak havoc on your financial lives and who are the Fairy Godpeople who can help protect and give life to your dreams.
Preparing for 2024
Event Planning: understanding the impact of financing a big event (milestone birthday, wedding, dream travel) to avoid busting your budget or your enjoyment.
Preparing for 2024
Estate Planning 201: what are some of the possibilities that can happen when you are put in charge of someone else’s financial life and/or legacy. i.e. Now what?
Preparing for 2024
The Other “Big D”: what are things to know for navigating the financial side of divorce.
Preparing for 2024
Education Planning: what resources exist to help for preparing and navigating the financial side of education.
Preparing for 2024
Legacy Planning: what are the basics to understand when considering turning our values into meaningful support.
Preparing for 2024
The Time Value of Money: a look at Resource Budgeting, a whole new way to view your personal capital, and considerations for how you might deploy it to your best advantage.
Preparing for 2024
Family Finance: a discussion of some of the most common family finance issues, so you can still enjoy meals around the same table, together.
Preparing for 2024
Bringing it home: what do you need to know for navigating the process, whom to engage and when, and the number of considerations for protecting one of life’s major investments.
Preparing for 2024
Estate Planning 301: what are some of the possibilities that can happen when you are the beneficiary, legatee, heir of someone else’s estate. i.e. Wait. What?
Preparing for 2024
Yours, Mine, Ours: discussions and considerations for blending finances and families in remarriage.
Preparing for 2024
Baby makes 3…or maybe 4!: questions and considerations when preparing for the financial side of expanding your family with children.
Preparing for 2024
Past Financially Fearless Sessions Held via Zoom:
Budget Hacks & Debt 101
Thursday, February 18, 2021
Did you know there are budgeting strategies? There are even “apps for that!” But none of those will serve you well, until we address what lies beneath the budget: fear and loathing. This session is designed to make friends with your budget, make it work FOR you, and keep YOU in charge of where your dollars go.
Risk Mitigation-aka Insurance
Tuesday, May 11, 2021
The basics of medical insurance, dental insurance, disability insurance, life insurance, property insurance and umbrella. Who knew Jake from State Farm could do all of that?!?
Budget Hacks-Emergency Funds
Tuesday, March 16, 2021
Building on our first session, we move beyond covering the known expenses, into preparing for the unknown. This is about peace of mind and peace of wallet.
Retirement Planning 101
Thursday, June 10, 2021
At some point, we will want or need to retire. While it will look different for all of us, one thing we all have in common: preparing for it is our responsibility AND privilege! That’s right, you don’t have to accept pre-fab retirement, because one size has never fit all.
Estate Planning 101
Tuesday, April 13, 2021
Everyone needs an asset protection strategy. Everyone. In this session we will discuss the four documents that every adult needs, five if you are a parent. Estate planning isn’t just for the Bezos family.
Investing 101
Thursday, July 8, 2021
Stocks, bonds, ETF’s, Mutual Funds, yield, interest, capital gains, CD’s, money markets, S&P 500, Dow Jones, …what is all of this ?!? Why should I care?!?
Invest in yourself by taking some time from your busy schedule to learn a little bit more about the financial elements affecting your life. Get excited to join us for our first Live Event or mark your calendars to join an upcoming session in the Financially Fearless virtual series.
Sessions will be offered bi-monthly, over a six-month period. Choose a 6-month cohort, or drop in to the individual sessions that interest you. Courses will rotate, in 6-month increments, each year.
In order to have interactive virtual sessions, participants are capped at 10 per session. Sessions entail a $100 investment, per participant. *If you elect to bring a friend, your session investment of $80 covers both of you!
Want to get MORE Financially Fearless?
Select 3 sessions, for one participant, total investment is $225.
*Select 3 sessions for yourself and a friend, total investment is $180.
Select all 6 sessions, for one participant, total investment is $375.
*Select all 6 sessions, for yourself and a friend, total investment is $300.
*Most things in life are better with a friend, getting Financially Fearless is no different, which is why we offer savings to encourage you to invest in yourselves, and get Financially Fearless, together!
Payment is due at registration, an invoice will be sent via email, detailing your selections. Scheduling links will be sent, along with confirmation of payment. Reminders will be sent 1 week prior, and 48 hours before each session.
*Cancellations within 2 business days of the session result in forfeiture of 50% of your registration. Should the presenter be forced to cancel, within 2 business days of the session, an alternate date will be offered, along with a 50% credit toward 1 future/additional session.