It Takes a Village is a series of events created specifically for women that focus on personal and professional topics. By sharing solutions to common challenges, these events are a great way to problem solve with others and build supportive relationships.
Choose a topic
check back often; topics added on a regular basis
FOSTERING & ENCOURAGING TALENT IN KIDS
We all want to support our children as they explore their talents and interests. But, what is the best approach?
TIPS FOR BECOMING INVOLVED WITH COMMUNITY & PROFESSIONAL ORGANIZATIONS
The challenges of life after the death of a spouse can be overwhelming, but the benefits of sharing the experience with others in the same situation can be far-reaching.
WIDOWS SUPPORTING WIDOWS
Challenges of life after the death of a spouse can be overwhelming, but the benefits of sharing the experience with others in the same situation can be far-reaching.
Planning for Retirement Beyond Finances
Living a meaningful retirement can involve more than just finances. Are you prepared?
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Where possible, mix ages and experience of participants to provide different perspectives.
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These events are best for a small group (8-15 attendees) to encourage discussion.
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An intimate setting, such as a restaurant, is suggested in order to put attendees at ease.
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A nice touch would be to send a hand-written thank you note. The small attendance numbers makes this doable and more personable than an email.
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Send a personalized email to each individual who attended, recalling a specific conversation and asking for feedback on the event.
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For those who were not able to attend, provide an update on the event and ask if they would be interested in attending a similar event in the future.
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Intimate audience, 8-15 attendees
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Be specific and intentional on who you invite
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Select a unique venue to enhance the guests’ experience
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Encourage networking among guests
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Make specific notes on each guest to personalize follow-up communication
Learn More
Fostering & Encouraging Talent In Kids
We all want to support our children as they explore their talents and interests. But, what is the best approach?
This discussion focuses on how your clients can help children discover their interests, and support them in this pursuit. There should be no presentation, just a discussion with other women facing similar challenges.
You will be provided talking points to help start a conversation, but the discussion will follow the natural conversation of those in attendance. The event should be hosted in a comfortable, non-traditional setting, such as a restaurant. The goal is to build relationships among the women in attendance and provide them with an opportunity to help each other navigate common challenges.
Who are the first 6-10 clients/prospects/peers that come to mind? That is your invite list.
Tips for Becoming Involved with Community & Professional Organizations
As we work to balance our personal and professional lives, we also feel driven to give back. Where should we direct our energies?
As we work to balance the demands of our personal and professional lives, many of us also feel driven to give back to our communities. Where should we direct our energies and how can we incorporate community involvement in our daily lives?
This discussion should focus on how your clients remain engaged with community and professional organizations. There should be no presentation, just a discussion with other women facing similar challenges.
You will be provided talking points to help start a conversation, but the discussion will follow the natural conversation of those in attendance. The event should be hosted in a comfortable, non-traditional setting, such as a restaurant. The goal is to build relationships among the women in attendance and provide them with an opportunity to help each other navigate common challenges.
Who are the first 6-10 clients/prospects/peers that come to mind? That is your invite list.
Widows Supporting Widows
The challenges of life soon after the death of a spouse can be overwhelming, but the benefits of sharing the experience with others in the same situation can be far-reaching.
Connect women to support one another in navigating a new normal following the death of a spouse. There will be no presentation, just a discussion with other women facing similar challenges. There should be no presentation, just a discussion with other women facing similar challenges.
You will be provided talking points to help start a conversation, but the discussion will follow the natural conversation of those in attendance. The event should be hosted in a comfortable, non-traditional setting, such as a restaurant. The goal is to build relationships among the women in attendance and provide them with an opportunity to help each other navigate common challenges.
Who are the first 6-10 clients/prospects/peers that come to mind? That is your invite list.
Planning for Retirement Beyond Finances
Living a meaningful retirement can involve more than just finances. Are you prepared?
This discussion focuses on retirement, its challenges and how other women find fulfillment after a busy career. There should be no presentation, just a discussion with other women facing similar challenges.
You will be provided talking points to help start a conversation, but the discussion will follow the natural conversation of those in attendance. The event should be hosted in a comfortable, non-traditional setting, such as a restaurant. The goal is to build relationships among the women in attendance and provide them with an opportunity to help each other navigate common challenges.
Who are the first 6-10 clients/prospects/peers that come to mind? That is your invite list.
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.
Print Invitation #1
Choose a topic then invitation design
Envelopes included
– VIEW FULL INVITES BELOW –
Fostering & Encouraging Talent In Kids
Tips for Becoming Involved with Community and Professional Organizations
Print Invitation #2
Choose a topic then invitation design
Envelopes included
– VIEW FULL INVITES BELOW –
Fostering & Encouraging Talent In Kids
Tips for Becoming Involved with Community and Professional Organizations
Planning for Retirement Beyond Finances
Talking Points
A printed panel card will be included with an invitation order
– VIEW FULL TALKING POINTS BELOW –
Fostering & Encouraging Talent In Kids
Tips for Becoming Involved with Community and Professional Organizations
Client Feedback Cards
View Feedback Cards
(Schwab Only)