Event Details:
Career changes, business launches, and life pivots are exciting and financially disorienting.
When income is uneven, priorities shift, and old systems stop making sense, it’s hard to know which money decisions matter now and which ones can wait.
This workshop is a conversation about how to set yourself up financially while things are still evolving without waiting for the “perfect” moment or feeling like you need to have it all figured out.
We’ll talk about:
How to make money decisions when everything feels important at once, what needs to be in place during a transition (and what can wait)
What’s worth putting in place now and what doesn’t need to be solved yet
The kinds of decisions people postpone because nothing feels urgent, and why those often become the most stressful later
How to think about money in a way that supports your real life, not just the numbers.
MEET RENEE:
Renee Cohen, CFP®, founded Nexa Wealth Planning to provide women and couples with a more thoughtful and balanced approach to financial decision-making as their lives and careers evolve.
Recognizing that most financial advice tends to be overly simplistic and predominantly aimed at men, Renee aimed to create a space where women can openly discuss finances and grow their wealth in a way that truly resonates with their real-life experiences.
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Curated Matches: Before the programming aspect of the event, each guest will engage in two curated 15-minute connections, handpicked just for them, based on bios submitted pre-event via this form.
When: Wednesday, March 11th, 2026
3:00-4:30pm PST/4:00-5:30pm MST/ 6:00-7:30pm EST
Cost: $35 or FREE for Second Degree Society members
Cancellation Policy: We have a 12-hour cancellation policy for our events. Please email events@seconddegreesociety.com to cancel your attendance. For members, please note that a no-show or cancellation (less than 12 hours before an event) will result in being charged a $12 fee. Remember, last-minute cancellations affect the people you're matched with – we appreciate your cooperation to ensure everyone has the best experience possible!