Clear Your Calendar For This Week’s Events

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Happy Monday! We’ve got a full schedule of live workshops and community events for the week ahead. Check them out, sign up, and we’ll see you there.

Mark your calendar

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Investing, Part 2: You & Your Portfolio

TODAY 6 PM ET

Invest with confidence by learning more about impact investing, how taxes work when you’re investing, and what goes into making a portfolio personal.

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Planning for Your Dream Retirement

TUESDAY 4 PM ET

Find out how you can make your vision for retirement come to life. We’ll go over different types of retirement accounts, how to decide how much to save, and more.

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Ellevest Explains: Building First-Gen Wealth

WEDNESDAY 12:30 PM ET

Learn how to let go of limiting beliefs about money so you can start building wealth and create future stability for yourself and the generations that come after.

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Budget How-To

WEDNESDAY 6 PM ET

Ready to start using a budget (or up your budgeting game)? Get familiar with two popular systems we love to recommend — and figure out which one is best for you and for your actual life.

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How to Practice Financial Wellness

THURSDAY 7 PM ET

Turn money from a source of stress into a source of strength. We’ll go over how to create a healthy money mindset, build a solid financial foundation, and feel good about your financial roadmap.

Busy this week? Check out our calendar to find upcoming workshop dates and times.

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Turn your dream home into reality 🏠

Strategize 1:1 with a financial planner to figure out how much mortgage you can afford, what you’ll need for a down payment, and more. Plus, walk away with a personalized one-page budget.

TAKE THE LEAP >

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Put us on speed dial ☎️

Get year-long support from a CFP® professional to help you analyze your financial situation, prioritize your goals, and create a realistic strategy for the whole year.⁠

LET’S GO >

Check one money thing off your to-do list.

BECOME A MEMBER

Want more? Here’s the full list of courses and workshops available with Ellevest.

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DISCLOSURES

All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.

Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.

Banking products and services are provided by Coastal Community Bank (“Coastal”), Member FDIC, pursuant to license by Mastercard International. Your Ellevest Spend and Ellevest Save account deposits will be insured to the regulatory limits by the FDIC through Coastal Community Bank, Member FDIC.

Funds held in your Ellevest investment accounts are not FDIC insured, not guaranteed by Coastal, and may lose value. Ellevest does not guarantee investment performance.

Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.

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Clear Your Calendar For This Week’s Events

Mark your calendar

Investing, Part 2: You & Your Portfolio

Planning for Your Dream Retirement

Ellevest Explains: Building First-Gen Wealth

Budget How-To

How to Practice Financial Wellness

Turn your dream home into reality 🏠

Put us on speed dial ☎️

Check one money thing off your to-do list.

Want more? Here’s the full list of courses and workshops available with Ellevest.

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