Money Talks, Workshops, and Coaching for Women
We meet you where you are. Community talks, small-group workshops, and honest conversation. You don't need to know anything about money to come. You just need to be curious about the next thing.
What Waggle Offers
Community Talks
Free or low-cost sessions hosted by libraries, adult education programs, and community groups. A relaxed introduction to one topic, with plenty of time for questions. A good first step.
Small Group Workshops
Six to ten women, about 90 minutes, in person or on Zoom. Go deeper on a single topic, or join a short series that builds week to week. Small enough that everyone gets their questions answered.
One-on-One Coaching
For women who've attended a group session and want to go further on their own situation, Becky offers a small number of one-on-one coaching spots.
Check out our calendar of upcoming community events!
Why I Teach in Small Groups
When I started talking with women one-on-one, I kept hearing the same thing: ‘I thought I was the only one.’ I wasn't hearing that from one person. I was hearing it from almost everyone. That's when I realized the most powerful thing I could offer wasn't just information. It was a room full of women who understand. In a group, one woman's question unlocks answers for everyone else, and we learn as much from each other as from anything I bring to the table.
Becky Lynn-Crockford, Waggle Founder
Topics We Cover
Responding to life transitions
Getting your footing financially after divorce or the loss of a spouse
Planning for a new phase or a fresh start
Understanding tax implications
Thinking through tax decisions
Working with a tax preparer: what to bring and what to ask
Investing basics
Making sense of different types of investments
Building a balanced portfolio and understanding your comfort with risk
Planning for retirement
Knowing what you have and what you'll need
Making sense of your accounts: 401(k)s, IRAs, and pensions
Filing for Social Security
Deciding how much to draw from retirement savings
Planning when to stop working
Healthcare
Understanding Medicare
Planning for long-term care
Trust and estate planning
Establishing a will and/or trust
Settling a parent's estate
Building your financial team
Choosing a financial advisor and other key team members
What questions to ask, and how often
What a Session Feels Like
Waggle group sessions are small and relaxed. No one will ask you to share details of your financial situation publicly.
Becky uses plain language. Every term gets explained, every time.
There is no sales pitch. Waggle doesn't sell financial products or take commissions.
Bring your questions. There are no silly or stupid questions here, and learning from each other is an important element of our approach. If you’re worried about something or wondering what something means, there’s a good chance someone else is too.
You'll leave with a simple handout to take home that you can use as you continue your financial wellness journey.
Want to host a financial wellness education session for your group or organization? Becky would love to hear from you.
Get in touch to learn more.
