Dates: Tuesdays, Sept 6, 2011 – Sept 4, 2012, 6:30-8:30pm
Classes: 12 sessions
Location: EWI Offices, 1801 N Quaker Lane, Alexandria, VA 22302
Trainer: Samantha Fraelich, Certified Financial Planner®
Member Course Tuition: $25/class or $250/full year of classes
Non-member Course Tuition: $40/class or $450/full year of classes
Not a member? Interested to become an EWI member? Apply here.
Empowered Women’s Center for Financial Empowerment is a newly launched program that will provide women with a safe haven to discuss money and the challenges they face surrounding their finances. The course will provide mentoring and coaching for all participants, and will also require accountability to each other in an effort to improve women’s financial futures.
All classes will be held from 6:30pm-8:30pm on the 1st Tuesday of every month beginning Tuesday, September 6, 2011. The classes will run for 12 months and selected students will commit to attend all classes. Priority is given to women students, who will commit to attend all classes.
2011-2012 Financial Empowerment Course Syllabus
Month 1- Confronting and Overcoming Fear of Money
Month 2- Creating a budget
Month 3- Planning for your future
Month 4- Using a bank and other financial institutions
Month 5- Basic Investments and their purpose
Month 6- Health, Life, Disability and P&C Insurance
Month 7- Taxes and what you need to know
Month 8- Pricing your product or service
Month 9- Understanding credit and your score
Month 10- Loans and methods of borrowing
Month 11- Social Security, Medicare and other government programs
Month 12- Estate Planning Basics
Samantha Fraelich, EWI’s course trainer is a Certified Financial Planner® practitioner with Bernard R. Wolfe & Associates in Chevy Chase, Maryland.
Samantha has over a decade of experience in Wealth Management with previous positions at UBS Financial and National Wealth Advisors in Naples, Florida before joining Bernard R. Wolfe & Associates. She earned her bachelors degree in Business Administration from the University of Phoenix. Samantha is a native of Munroe Falls, a suburb of Cleveland, OH.
She is a Registered Representative of National Financial Partners and resides in Bethesda, MD. Samantha is very involved in female networking organizations throughout Montgomery County and is a Co-Director of Women Ambassadors for Business-Montgomery County, a board member of Empowered Women International and member of Women Business Owners of Montgomery County and the American Association of University Women.