Monthly Milwaukee Meeting: Money Basics with Sandy Eichel

Description:

What you need to know to end this year in a better financial place. I will share practical, no bs info about how to set up your life so that things work automatically and answer any financial questions that have been plaguing you. Whether you are a beginner in the financial world or are a savvy investor, you will get something out of this workshop. We will also have fun!

Presenter:  Sandy Eichel

Sandy Eichel, Financial Representative, Northwestern Mutual, and Diversity and Inclusion Speaker and Consultant.   Sandy is passionate about changing the culture of financial services to be more inclusive for women, people of color and the LGBT community. Her practice focuses on helping clients from diverse backgrounds balance a solid financial future with having more fun and joy in their lives. Sandy has worked to change the insurance procedure for the Transgender community and made history in 2014. As a diversity and inclusion consultant, she travels to firms nationwide helping them create a culture that is inclusive and vibrant. She speaks at various conferences and facilitates diversity workshops and serves on the board of directors for CASA (Court Appointed Special Advocates), OPEN (Out Professional Executive Network). and Madison Regional Economic Partnership. She is the lead singer of One Note and the Rhino, a band which raises money for nonprofits. Sandy lives with her partner Nancy and their 3 cats and Maggie, their dog.
 
 

What’s the purpose of FORGE’s Milwaukee Monthly Meetings?

1. Share information on pre-selected subjects.
   [Ideas for discussions, speakers, books, films, and panels are initiated by group recommendations and facilitator suggestions. With only 12 monthly meetings per year, these topics only touch a small number of areas with plenty of room for post-meeting discussion and other groups to take on other topics.]
2. Provide support for people who attend.
   [All people who are interested in trans and gender non-binary issues are welcome.
   We encourage people to participate at their level of comfort.
3. [Note: Milwaukee Monthly Meetings are not political action or social justice-focused events. Our purpose is support and information-sharing. There is ample community space for political organizing, confronting injustice, and creating action agendas.
   FORGE monthly meetings are not that space.]

WORKING AGREEMENTS
Creating a space where people can feel free to participate is important. These are some working agreements and principles that FORGE meetings operate under. We will review and add to this list at tonight’s meeting.

1. Confidentiality / Privacy
2. Use “I” statements
3. One person / one mic
4. Move up / move back
5. Oops and ouch (and snap)
6. People can choose to be quiet / Participation is voluntary
7. We are more than our gender (or any one identity/component)
8. Speak about own experiences – please do not talk about others not in the room
9. Criticism-free zone – no hurtful or negative comments about individuals or agencies
10. In this support-centered space, everyone has an equal voice
11. Respect different backgrounds, experiences, and identities
12. Remember we all have trauma