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Money Matters: Five Questions Every Woman Should Ask Their Financial Advisor

This past teleclass was recorded and transcribed for your convenience. Listen to the recorded audio or read the written transcript:

Class Overview

  • The first step to financial organization is to find an advisor - what is the best way to find a reliable one?
  • What can a business owner do tomorrow to make a positive impact on their financial situation?
  • If you are just beginning your business, what are some simple steps to take to properly allocate money where it's needed most?
  • Many women have debt as a new business owner, what are some ways to get out of the hole and start saving?

Find out during the complimentary teleclass: "Money Matters: Five Questions Every Woman Should Ask Their Financial Advisor." The program, held August 28, is part of the award-winning educational series that provides tangible advice to women entrepreneurs. This class gives business owners the opportunity to ask top-of-mind questions directly to one of the most recognized and respected money experts in the industry.

Our Speaker

Mellody HobsonMellody Hobson is president of Ariel Investments, a Chicago-based money management firm that serves individual investors and 401(k) plans through its no-load mutual funds and manages separate accounts for institutional clients. As president, Mellody is responsible for firmwide management and strategic planning, overseeing all operations outside of research and portfolio management. Additionally, she serves as chairman of the board of trustees for the mutual funds. She joined the company in 1991 after graduating from Princeton University where she received her degree from the Woodrow Wilson School of International Relations and Public Policy.

Mellody has become a nationally recognized voice on financial literacy and investor education. Specifically, she is a regular financial contributor on ABC's Good Morning America as well as a spokesperson for the annual Ariel/Schwab Black Investor Survey, which examines the influences and investing habits of Black and White Americans. She is also actively involved with a variety of civic and professional institutions. Her community outreach includes serving as a board member of the Chicago Public Library and its foundation, The Field Museum, The Chicago Public Education Fund and The Sundance Institute. She is also a director of three public companies: DreamWorks Animation SKG, Inc., The Estée Lauder Companies Inc. and Starbucks Corporation. Additionally, she is on the board of governors of the Investment Company Institute and a former trustee of Princeton University. Mellody is a member of the Economic Club of Chicago, the Commercial Club of Chicago and the Young President's Organization (YPO).

Her professional and civic leadership have brought her to the forefront of media attention. In addition to her role on Good Morning America, Mellody has been a featured guest on ABC's Nightline and World News Tonight. In 2007, she became a regular columnist in Black Enterprise and is frequently quoted in various news publications including Money, Fortune, Fast Company and PINK magazines. In 2008, she was highlighted as a financial expert in a special PBS documentary entitled, "Retirement Revolution."

Additional Resources

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