Enhancing Your Financial Life
This is the newest bunch of Money Nerds who joined us for a free, fun, interactive Saturday workshop about our money stories and how to make healthy money choices to enhance our financial lives. Let your inner money nerd be heard! Topics included asset allocation, risk and return, fees and savings. Childcare provided.
In partnership with the YWCA of Kaua'i, Marjorie A Bennett, CFA. is offering a community service education program. If you are looking for support with managing your financial life, you found it here. Be it budgeting, savings, retirement, investing: Come on in, let's have a chat!
We have classes, one on one coaching and a network of helpful, trusted resources we work with . No money question is too big or too small and every one of your questions is important to us. We are here to help - YOU!
Money Nerd :)
Hi! I am Marjorie A. Bennett, CFA
I am a Partner at Chicago Partners Wealth Advisors and have been involved in the asset management and general finance business since 1981.
Born and raised in Honolulu, I spent 3 decades in the San Francisco Bay Area fulfilling my career. Today, I call Kaua'i my home and am here to share my mana'o with my hānai 'ohana.
The YWCA of Kaua’i, in partnership with The Allstate Foundation, is proud to offer the YWCA University! This life-changing program is designed to provide participants with the knowledge they need to achieve economic security and independence. Under the leadership of Marjorie Bennett, CFA and other local professionals, YU will cover topics such as: budgeting, savings, housing, financial aid, Head Start, legal aid, insurance, credit repair and more!
Childcare, transportation and lunch provided
Eligible participants will also receive a savings account match of up to $200!
Another wonderful group of women moving down the path of financial empowerment towards healthier money choices. Great job ladies!
Great group of Money Nerds already enjoying the benefits of their new knowledge
Great group of Money Nerds already enjoying the benefits of their new knowledge and sharing with others!
If you'd like Margie - Money Nerd, to stop in and chat with your group about money skills and choices, just send us an email.
We did an all day $ work shop on the North Shore and it rocked!
Looking to start or improve your business - this group was motivated, open and full of enthusiasm
This is the newest bunch of budding Money Nerds who joined us for a free, fun, interactive evening workshop about our money stories and how to make healthy money choices to enhance our financial lives. Let your inner money nerd be heard! Topics included budgeting, credit, career and retirement. Childcare provided.
This program is funded by volunteer efforts, private giving and a grant from the Allstate Foundation.
Your Financial Support is Always Appreciated