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Your Future Self Will Thank You: Essential Money Management Secrets for Early Career Professionals

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Course Description
No one really teaches us about money and finances - not our schools and not our families, plus we're not supposed to talk about it with our friends. Studies show that women have lower confidence than men around money management, even when their knowledge and performance is better. How can graduates and early career professionals navigate the complex financial world unequipped with the knowledge to make good decisions?  In this presentation you will learn basic financial principles, key questions for consideration, and guidance on key early-career decisions including saving, investing, and navigating employee benefits. This knowledge can bust some myths and increase confidence in a short period of time.

Learning Outcomes
By the end of this course, you should be able to:
  • Develop a plan for saving, investing, and taking advantage of employee benefits.
  • Recognize how to avoid the most common money pitfalls taught by the field of behavioral finance.
  • Confidently approach financial decisions in a way that is true to your personal values and priorities.

60 minutes
Closed Caption: English


Stephanie W. McCullough, Founder and Financial Planner, Podcaster and Speaker (She/Her) Stephanie McCullough is founder of Sofia Financial and co-host of the award-winning Take Back Retirement podcast. One of Investopedia's 100 Top Financial Advisors of 2022 and 2021, Stephanie provides non-judgmental, truly holistic financial planning for professional women. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement, especially those facing it on their own. Her mission is to empower women to make wise financial decisions so they can control their future, and thus she speaks to women’s groups regularly. Stephanie is married with two kids in their 20’s, and has degrees from Duke University and the Johns Hopkins University School of Advanced International Studies. Follow Stephanie @sofiafinancial and


This project is based upon work partially supported by the generosity of Keysight.

Non-Members: $49
SWE Members: Free