What resources does Ellevest have to help me learn? As an Ellevest client, you can access educational resources in your account by navigating to “Learn” on your dashboard. There, you’ll find resources including virtual workshops, downloadable worksheets, and email courses — which are all free with your Ellevest plan. You’ll also find a variety of 1:1 financial planning sessions, which Ellevest clients can purchase at an exclusive discount (and non-clients can purchase at full price). What’s the Ellevest Magazine? Ellevest’s Magazine is an online resource, with articles and videos created specifically to answer your questions about investing, planning for retirement, navigating your career, and reading the latest column from CEO Sallie Krawcheck. You don’t have to be a client or sign up to access the Magazine — just click here to read. To get updates on our latest articles, you can subscribe to our What the Elle newsletter, and follow us on LinkedIn or Instagram. Which workshops are included in my plan? All of our live, virtual workshops are free with your Ellevest plan. Our current workshops are:
You can find dates and times and sign up for a workshop here. Subscribe to our What the Elle newsletter to stay updated on new workshops as we introduce them. How can I access Ellevest’s worksheets? Ellevest’s worksheets are downloadable, customizable resources to help you manage your money. They cover topics ranging from saving for emergencies to uncovering your money values — and they’re free for Ellevest clients. Ellevest clients: You can access worksheets in your account by navigating to “Learn” on your dashboard and browsing by topic. Or, you can bookmark this page for more direct access to all of our worksheets. Non-clients: You can purchase worksheets from the Ellevest store. Friendly reminder: You’ll need to click File > Make a Copy to edit the worksheet (or download it) and customize it to fit your personal needs. |
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