Manage Your Financial Life – Why Organization is an Essential First Step

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February 13, 2018 -
2:00pm to 3:00pm
2:00pm - 3:00pm
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To manage your financial life, you need to get organized, analyze your financial profile, educate yourself about investing, and then invest your money. Organization is an important first step. You must have a clear, comprehensive view of your financial profile. Not only should you strive to reduce the amount of paper and computer files that you retain, but also you need a system for organizing information that you decide to keep. On a day-to-day basis, managing your financial life in a thoughtful and organized manner is essential. When life throws you a curveball, being organized is even more important.

Nancy Doyle is the founder of The Doyle Group. As a working mom with thirty years’ experience in investments, wealth management, finance, and consulting at organizations including William Blair, First Chicago, and Price Waterhouse, she has the insight to help women become more organized and more knowledgeable about their personal financial affairs.

Ms. Doyle has put her education and professional experience into practice in her own life. In Manage Your Financial Life: A Thoughtful, Organized Approach for Women, she shares her system for managing her financial life along with real life experiences – hers and those of family and friends – to illustrate key concepts.

Ms. Doyle brings an objective and straightforward perspective on managing finances. When it comes to money, independence and objectivity are essential. She neither works for nor has partnered with any financial services firms.

A graduate of Georgetown University, Ms. Doyle received her MBA from the University of Michigan's Ross School of Business, and she holds the Chartered Financial Analyst (CFA) designation. Ms. Doyle, her husband, and their two children live near Chicago.

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FREE to attend for members!
$50 non-members