Power Hour: Your Money, Your Power Financial Workshop

October 21, 2020

Financially powerful women make the world better. We've seen it first hand. Whether it's a woman starting a business in Montana, or a woman in South Africa taking charge of her family's finances- when women take control of their finances, the ripple effects on the world are positive and real.

Join Kim Shappee and our Helena PowerHouse leaders for 2-part series, each starting with a 25-minute focused class taught by Kim, and then a follow up Q&A to workshop your personal financial habits. The goal here is for it to be brief, digestible, and actionable.

SESSION 1 (10/21, 12 PM) let's chat money. Specifically:

1. Financial Foundation Items

2. Credit Scores

3. Budgeting

4. Shopping the big stuff: Homes, Insurance, Cars

5. Managing Debt

6. Cash: Emergency Savings

SESSION 2 (11/04, 12 PM)

1. Investing for the Long Term

2. Your Money Story

3. Your Money Rules

4 . Financial Considerations during a downturn

About the Presenters:

Kim Shappee helps business owners, leaders, families, and women get clear on their financial priorities and then helps them craft and execute a financial plan to live their best lives. You can find her doing this as a Vice President & Financial Advisor at RBC Wealth Management.

Kim was born and raised by small business owners in Missoula, Montana. She has extensive experience in banking and finance. Kim has worked in investment banking and economic development, she co-founded a private business bank that, to this day, is one of the safest and most profitable small banks in America. Kim is a graduate of Babson College's Entrepreneurship Program. She has taught entrepreneurship in South Africa at the University of Stellenbosch, ran micro-lending and business plan competitions in townships, researched informal economies in Latin America, and has taught graduate level leadership courses at the University of Washington’s Pacific Coast Banking School.

Kim also co-founded a women's leadership event & community called The Athena Pack and is the Class President at University of Washington’s Pacific School of Banking class of 2012.