a Bold money workshop for bold women
 
 
 

 

A BOLD MONEY EVENT FOR BOLD WOMEN

 
 
 
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August 16-18, 2019

Seattle, Washington

Seattle Art Museum

1300 First Avenue, Seattle, WA 98101

Arnold Boardroom

Use LOLAWANTS for $50 off by May 17

 

This is the year you're going to figure out your finances. This is the year you're going to say, "the only thing standing in my way is me."  This is the year you're going to get out of your own way. This is the year a group of loud-mouthed, big-dreaming, powerful women are going to gather together in Seattle to create a movement.

The Lola Retreat is about facing your fears, owning your dreams and figuring out a plan to be in control of your finances. It's going to be a weekend filled with deep discussion, impactful workshops, delicious snacks + drinks and the chance to connect with other like-minded women. You'll get to learn from a group of experts how you can build a solid financial foundation. 

Each part of the retreat has been designed to bring you financial confidence, accountability, and a roadmap that you can put into action the moment you get home. At its core, Lola values supporting women, educating women, building community and giving back.

 

Why Lola Retreat?

“How did you come up with the name Lola?” It’s a question we get a lot. Melanie Lockert is an unabashed musical theater nerd and during the planning process became inspired by the song “Whatever Lola Wants" from Damn Yankees, specifically the line “Whatever Lola wants, Lola gets.” We believe that when you get your money right and your finances in order, you can go after whatever you want. We want every woman to channel their inner Lola and go after whatever their heart desires.

How Did Lola Retreat Start?

Melanie Lockert and Emma Pattee bonded over their shared passion for women and finance and said, “women need to talk more about money.” One crazy election and a dozen tearful, passionate, inspired phone calls later, and we were convinced. The time for women to be talking about money is right now.

Lola Retreat seeks to empower women to take control of their finances right now. And the only way to do it is together. Tell our stories. Share our dreams. Hold each other accountable. Become bolder, together.

So in 2017 we co-founded and launched Lola Retreat. Our first event was held in Portland, Oregon in August 2017 and our second event was held in New York City in April 2018 and our third event was in Los Angeles in February 2019.

Now Melanie is taking Lola Retreat to more women with more events across the country. Lola Retreat is all about breaking taboos around money, building community, and empowering women to get their money right so they can live the life of their dreams. In the quest for equality, we can’t afford to ignore the financial and economic aspects that affect women.

Meet Melanie

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Melanie Lockert is the founder of the blog and author of the book, Dear Debt. Through her blog, she chronicled her journey out of $81,000 in student loan debt. She is also the co-founder of the Lola Retreat, which helps bold women face their fears, own their dreams and figure out a plan to be in control of their finances. She is passionate about empowering women, helping others get out of debt, and focuses on the intersection of debt and mental health. Every September she organizes a Suicide Prevention Awareness Blog Tour, to help share resources for those struggling with debt and suicide. You can find her at DearDebt.com and @DearDebtBlog.

 
 
 
 
 
 
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Lola Retreat speakers,Seattle 2019

Natalie Torres-Haddad MPA, AWA The First American Latina, Immigrant TEDx Speaker advocating on the importance of financial literacy and mental health titled "The Foreign Language of Financial Literacy". An International Award Winning Author in the Economics category for her first book in 2012 and a bilingual podcast host of Financially Savvy in 20 minutes.

Natalie Torres-Haddad MPA, AWA The First American Latina, Immigrant TEDx Speaker advocating on the importance of financial literacy and mental health titled "The Foreign Language of Financial Literacy". An International Award Winning Author in the Economics category for her first book in 2012 and a bilingual podcast host of Financially Savvy in 20 minutes.

Tori Dunlap is a millennial money and career expert. Her career started with landing a digital marketing contract worth tens of thousands, and a full-time position as the head of marketing for a global company — all before she turned 22. On track to save $100,000 by 25, Tori founded    Her First $100K    to give women actionable resources to reach their first six figures too.

Tori Dunlap is a millennial money and career expert. Her career started with landing a digital marketing contract worth tens of thousands, and a full-time position as the head of marketing for a global company — all before she turned 22. On track to save $100,000 by 25, Tori founded Her First $100K to give women actionable resources to reach their first six figures too.

Michelle Jackson is mission driven to have candid conversations about money from the financially single woman's perspective. She brings an empathetic voice to the personal finance space and urges women to learn how to become empowered by learning how to earn money and grow professional skills outside of their 9-5. She runs the blog and podcast    Michelle is Money Hungry   . And is the founder of The Money on the Mountain retreat.

Michelle Jackson is mission driven to have candid conversations about money from the financially single woman's perspective. She brings an empathetic voice to the personal finance space and urges women to learn how to become empowered by learning how to earn money and grow professional skills outside of their 9-5. She runs the blog and podcast Michelle is Money Hungry. And is the founder of The Money on the Mountain retreat.

Tonya Stumphauzer is a freelance video and podcast producer and editor, who also happens to write about the touchy-feely side of personal finance on her blog,    Budget and the Beach   . She has been featured on MSN, Time, Yahoo Finance, Hello Giggles and Lifehacker.

Tonya Stumphauzer is a freelance video and podcast producer and editor, who also happens to write about the touchy-feely side of personal finance on her blog, Budget and the Beach. She has been featured on MSN, Time, Yahoo Finance, Hello Giggles and Lifehacker.

Kassandra Dasent    is a recognized personal finance consultant, educator and speaker. “Minding Your Money” is what Kassandra Dasent specializes in and addressing the financial challenges that Gen Xers and disadvantaged members of society face is her priority. Focusing on how the emotional quotient can have a direct and lasting impact on one’s relationship with money, she successfully communicates to her audiences practical ways on how to improve their financial circumstances.

Kassandra Dasent is a recognized personal finance consultant, educator and speaker. “Minding Your Money” is what Kassandra Dasent specializes in and addressing the financial challenges that Gen Xers and disadvantaged members of society face is her priority. Focusing on how the emotional quotient can have a direct and lasting impact on one’s relationship with money, she successfully communicates to her audiences practical ways on how to improve their financial circumstances.

Amanda Holden is a financial writer, speaker, and educator specializing in investing and long-term financial planning. After working for six years in investment management, she quit her job to get this critically important information to the demographic that she cares most about: young women! She runs a business called Invested Development and writes a blog called    The Dumpster Dog Blog   , which is scrappy, no-BS financial education for women.

Amanda Holden is a financial writer, speaker, and educator specializing in investing and long-term financial planning. After working for six years in investment management, she quit her job to get this critically important information to the demographic that she cares most about: young women! She runs a business called Invested Development and writes a blog called The Dumpster Dog Blog, which is scrappy, no-BS financial education for women.

 
Jillian Johnsrud is a writer, speaker and coach helping people live more intentionally in their work, money and lifestyle. She became financially independent by 32. Her and her husband have been married for 16 years, traveled to 27 countries, lived abroad, adopted 4 kids and had 2 biological. They live in Montana, near Glacier National Park. She writes at    montanamoneyadventures.com   .

Jillian Johnsrud is a writer, speaker and coach helping people live more intentionally in their work, money and lifestyle. She became financially independent by 32. Her and her husband have been married for 16 years, traveled to 27 countries, lived abroad, adopted 4 kids and had 2 biological. They live in Montana, near Glacier National Park. She writes at montanamoneyadventures.com.

Melanie Chavez is a first generation college graduate from Los Angeles, CA. In 2017 she moved to Seattle, WA despite the lack of support from her parents, she had a dream and chose to follow it. She moved to Seattle jobless, scared, but mostly determined to make a difference. Now a Partner Relations Manager for a youth nonprofit in Seattle, she enjoys building relationships with corporate partners while coaching and mentoring opportunity youth and other first generation college students.

Melanie Chavez is a first generation college graduate from Los Angeles, CA. In 2017 she moved to Seattle, WA despite the lack of support from her parents, she had a dream and chose to follow it. She moved to Seattle jobless, scared, but mostly determined to make a difference. Now a Partner Relations Manager for a youth nonprofit in Seattle, she enjoys building relationships with corporate partners while coaching and mentoring opportunity youth and other first generation college students.

Lydia Frank, for more than a decade as the VP of Content Strategy, has led a team of content creators and researchers at    PayScale   , a compensation data and software company, who work to understand all of the various factors that impact compensation and provide guidance to both employees and employers on how to have more effective pay conversations that lead to more equitable outcomes. On the topics of salary negotiation, pay equity and compensation best practices, she is a frequent speaker, is regularly cited in the media and has contributed content to various publications (e.g. Harvard Business Review, Money, Fortune, TechCrunch.)

Lydia Frank, for more than a decade as the VP of Content Strategy, has led a team of content creators and researchers at PayScale, a compensation data and software company, who work to understand all of the various factors that impact compensation and provide guidance to both employees and employers on how to have more effective pay conversations that lead to more equitable outcomes. On the topics of salary negotiation, pay equity and compensation best practices, she is a frequent speaker, is regularly cited in the media and has contributed content to various publications (e.g. Harvard Business Review, Money, Fortune, TechCrunch.)

 
 
 
 
 
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FRIDAY, August 16

Welcome Reception

SATURDAY, August 17

8am-9am Breakfast

9am-10am The Quit List with Jillian Johnsrud

10am-11am How to Save Your First 100k with Tori Dunlap

11am-11:15am Break

11:15am-12:15pm How I Paid Off My Student Loans on a Nonprofit Salary with Melanie Chavez

12:15pm-1:15pm Lunch on your own

1:15pm-2pm Explore the museum (included in ticket price)

2pm-3pm Relationships, Family and Money: Breaking Down The Barriers with Kassandra Dasent

3pm-4pm All the Single Ladies: FIRE, FIFlex and Everything In-Between panel discussion with Tonya Stumphauzer, Sylvia Hall, Michelle Jackson

4pm-5pm Happy Hour


SUNDAY, August 18

8am-9:30am Brunch

9:30am-10:30am Earn More through Negotiation with Lydia Frank

10:30am-11:30am Real Estate Investing panel discussion with Natalie Torres-Haddad, Melanie Chavez, Sylvia Hall

11:30am-11:45am Break

11:45am-12:45pm Invested Development with Amanda Holden 

12:45pm-2:30pm Lunch on your own / explore museum

2:30pm-3:30pm Death + Money: What You Need to Know

3:30pm-4pm Breakout groups

4pm-4:15pm Debrief/Closing Remarks

4:15pm-5pm Open time to explore the museum



More info on the sessions

The Quit List with Jillian Johnsrud

Are there dreams and goals you want to make more progress on? Do you seem to get stuck or run out of steam? The Quit List frees up the time, money and energy you need to really double down on the things that matter to you. Trade the good for great by finding the budget items, commitments or even relationships you could stop, pause or say "not now."

Jillian is a writer, speaker and coach helping people live more intentionally in their work, money and lifestyle. She became financially independent by 32. Her and her husband have been married for 16 years, traveled to 27 countries, lived abroad, adopted 4 kids and had 2 biological. They live in Montana, near Glacier National Park. She writes at montanamoneyadventures.com

How to Save Your First 100k with Tori Dunlap

They say your first $100k is the hardest, but Tori Dunlap is on a journey to do it at 25 years old. Founder of Her First $100k, Tori's mission is to help women save, earn, or invest their first $100,000. This session will discuss Tori's actionable strategies — negotiating job offers, side hustling for savings, and investing hard-earned cash — that you can implement yourself, and the mindset you need to get you there.

Tori Dunlap is a millennial money and career expert. Her career started with landing a digital marketing contract worth tens of thousands, and a full-time position as the head of marketing for a global company — all before she turned 22. On track to save $100,000 by 25, Tori founded Her First $100K to give women actionable resources to reach their first six figures too. A Plutus award finalist, her work has been highlighted by Arianna Huffington, MarketWatch, Yahoo, and more. An honors graduate of the University of Portland, Tori currently lives in Seattle, where she enjoys eating fried chicken, going to barre classes, and watching every John Mulaney interview on YouTube.

How I Paid Off My Student Loans on a Nonprofit Salary with Melanie Chavez

Work at a nonprofit and want to pay off debt and own a home? Most people say “You can’t do that.” Melanie Chavez shares how she was able to beat the odds and pay off student loans and buy a home on a nonprofit salary. She believes you can have it all when you have a clear vision. Learn the tactics and strategies she used to make it all happen.

Melanie Chavez is a first generation college graduate from Los Angeles, CA. In 2017 she moved to Seattle, WA despite the lack of support from her parents, she had a dream and chose to follow it. She moved to Seattle jobless, scared, but mostly determined to make a difference. Now a Partner Relations Manager for a youth nonprofit in Seattle, she enjoys building relationships with corporate partners while coaching and mentoring opportunity youth and other first generation college students. A master networker, Melanie enjoys the art of relationship building and connecting people through events or LinkedIn. She is a millennial homeowner and was able to buy a house because of the wonderful support she received, meeting a Latina realtor through ALPFA. She believes anything you set your mind to can happen with motivation, dedication, and the right team. A light skinned Latina who has identity issues because of never feeling Latina enough she has decided being different is awesome and uses her light skinned privilege in white spaces to be a chameleon and really push boundaries in the lands of DE&I in the tech space of Seattle. Connect with her, she loves to talk about DE&I, the future of work, baseball and tacos.

Relationships, Family and Money: Breaking Down The Barriers with Kassandra Dasent

Money permeates every aspect of our lives and that includes the relationships with people that matter to you. Breaking the financial ice and having candid conversations will lead to stronger and more authentic bonds with friends, partners, spouses, and family members. But how do you do it? Gen X personal finance consultant, educator and speaker, Kassandra Dasent, will share her insight and actionable advice on how you can get real with loved ones about money and net positive results. 

Kassandra Dasent is a recognized personal finance consultant, educator and speaker. “Minding Your Money” is what Kassandra Dasent specializes in and addressing the financial challenges that Gen Xers and disadvantaged members of society face is her priority. Focusing on how the emotional quotient can have a direct and lasting impact on one’s relationship with money, she successfully communicates to her audiences practical ways on how to improve their financial circumstances.

All the Single Ladies: FIRE, FIFlex and Everything In-Between panel discussion with Tonya Stumphauzer, Sylvia Hall, Michelle Jackson

The Financial Independence, Retire Early movement has taken the personal finance world by storm. In this panel discussion, learn from single women at various stages of FIRE, understand the concept of FiFlex and how you can retire early and live life on your own terms.

Tonya Stumphauzer is a freelance video and podcast producer and editor, who also happens to write about the touchy-feely side of personal finance on her blog, Budget and the Beach. She has been featured on MSN, Time, Yahoo Finance, Hello Giggles and Lifehacker.

Michelle Jackson is mission driven to have candid conversations about money from the financially single woman's perspective. A proud GenXer, Coloradan, and book geek, Michelle began writing about and exploring her financial identity in the aftermath of her mother's job loss which found Michelle supporting two people on Starbucks side-hustle money and Student Loans. She brings an empathetic voice to the personal finance space and urges women to learn how to become empowered by learning how to earn money and grow professional skills outside of their 9-5. She runs the blog and podcast Michelle is Money Hungry. And is the founder of The Money on the Mountain retreat.

Earn More through Negotiation with Lydia Frank

Lydia Frank, for more than a decade as the VP of Content Strategy, has led a team of content creators and researchers at PayScale, a compensation data and software company, who work to understand all of the various factors that impact compensation and provide guidance to both employees and employers on how to have more effective pay conversations that lead to more equitable outcomes. On the topics of salary negotiation, pay equity and compensation best practices, she is a frequent speaker, is regularly cited in the media and has contributed content to various publications (e.g. Harvard Business Review, Money, Fortune, TechCrunch.) She serves on the advisory board for Female Founders Alliance and is a strong advocate for creating more accessible paths to power for women, people of color and other underrepresented groups in the labor market and economy.

Real Estate Investing panel discussion with Natalie Torres-Haddad, Melanie Chavez, Sylvia Hall

Natalie Torres-Haddad MPA, AWA The First American Latina, Immigrant TEDx Speaker advocating on the importance of financial literacy and mental health titled "The Foreign Language of Financial Literacy". An International Award Winning Author in the Economics category for her first book in 2012 and a bilingual podcast host of Financially Savvy in 20 minutes.

Melanie Chavez is a first generation college graduate from Los Angeles, CA. In 2017 she moved to Seattle, WA despite the lack of support from her parents, she had a dream and chose to follow it. She moved to Seattle jobless, scared, but mostly determined to make a difference. Now a Partner Relations Manager for a youth nonprofit in Seattle, she enjoys building relationships with corporate partners while coaching and mentoring opportunity youth and other first generation college students. A master networker, Melanie enjoys the art of relationship building and connecting people through events or LinkedIn. She is a millennial homeowner and was able to buy a house because of the wonderful support she received, meeting a Latina realtor through ALPFA. She believes anything you set your mind to can happen with motivation, dedication, and the right team. A light skinned Latina who has identity issues because of never feeling Latina enough she has decided being different is awesome and uses her light skinned privilege in white spaces to be a chameleon and really push boundaries in the lands of DE&I in the tech space of Seattle. Connect with her, she loves to talk about DE&I, the future of work, baseball and tacos.

Invested Development with Amanda Holden 

Does learning about mutual funds and asset allocation make you want to stick needles in your eyeballs? Well, you're not alone. Amanda is here to change all that. Invested Development is one part financial planning, one part money inspiration, and with a dash of stand-up comedy. Learn investing basics free from judgment in this session designed to give everyone the building blocks they need to feel confident in their long-term saving and investing plan. 

Amanda Holden is a financial writer, speaker, and educator specializing in investing and long-term financial planning. After working for six years in investment management, she quit her job to get this critically important information to the demographic that she cares most about: young women! She runs a business called Invested Development and writes a blog called The Dumpster Dog Blog, which is scrappy, no-BS financial education for women. 

Death + Money: What You Need to Know

No one wants to think about dying. But it’s important to get your money in order to help others and make everything easier in the event of death. Learn everything you need to know about wills, beneficiaries, estate planning, life insurance and more.

 
 
 
 
 
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Here's the deal

We're charging you money to come to an event to talk about saving money?! Yes, we are. Let's get totally vulnerable here (because vulnerability is the name of the game at the Lola Retreat).

We know this retreat is life-changing. That's why we only want you to come if you can afford it (but we do have scholarships available!) and if you're that serious about taking control of your finances. Because what you'll be learning at the Lola Retreat will help you earn and save ten (or a hundred) times the cost of your ticket. Because we can drop $500 on a new wardrobe, getting our brakes fixed, or going to a bachelorette party. But when it comes to investing in ourselves? We won't even buy a $10 book on investing. 

If you are tired of avoiding (or fearing) your money, if you want to earn more money but you don't know how, or if you just think this world needs more honest conversation between women, there is a seat at the Lola Retreat with your name on it.  We'll see you there. 

what it costs

A ticket to the Lola Retreat costs $450. That includes:  

  • Exclusive pass to the Lola Retreat

  • 2 days of intimate workshops, group discussions, expert-led panels, and personalized guidance to help you take control of your finances  

  • Delicious breakfasts, artisan coffee and tea, brunch and snacks - all included! 

  • Your ticket to an intimate cocktail reception on Friday to kick-off your weekend with some fun

  • Swag bag full of goodies

  • Access to an invite-only Lola Retreat Facebook group

  • Conversations you won't have anywhere else

  • Meeting your new BFFs

Photo by Benjamin Benschneider

Photo by Benjamin Benschneider

Testimonials

“I had an absolutely magnificent time learning about finance and meeting so many amazing women. Thank you so much for putting this together!”

“I loved this event so much! It turned my idea of wealth on its head and opened up a whole new world to me. It's not about things. It's about values and life experiences. I'm still talking about it with everyone I know.”

“Thank you, thank you for making this happen and changing my life.” 

 

 

 
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Our 2019 Sponsors

 
 

 

GOT questions? we got answers.

WHo can attend lola retreat? 

We happily welcome anyone that self-identifies as a woman and is eager to change their financial life.

WHAT DOES MY TICKET INCLUDE? 

Girl, we're so glad you asked. Your ticket includes the price of admission to the Lola Retreat. Your ticket gets you into our kickoff cocktail party, two days of amazing talks + workshops, a bomb swag bag, and some great food and drinks. 

WHAT DOES the price pay for? 

The ticket price helps pay for speakers, the venue, food, drink, taxes, planning costs, swag bag and more. A lot of love and time go into this retreat and because we intend to keep the retreat small and intimate, we cannot offer a more significant discount. Our goal is to always keep Lola Retreat as affordable as possible.

I can't make it anymore! Can I get a refund? 

We don't offer refunds, but you are welcome to sell (or gift!) your ticket to a friend, loved one or complete stranger :) 

WHERE SHOULD I STAY? 

We’re working on creating a list of options around the Seattle Art Museum for Lola Seattle. Stay tuned!

DOES MY TICKET INCLUDE FOOD AND DRINKS?

Yes! Friday, you will be invited to a cocktail reception with delicious small plates. On Saturday, we'll be getting breakfast, coffee + tea, snacks, and happy hour. Sunday we'll be enjoying brunch together. We'll have options for all dietary restrictions. 

I WANT TO BOOK MY FLIGHT. WHEN does the retreat start and end?

We want to spend as much time with you as possible! We recommend getting to Seattle by 4pm on Friday, August 16th and plan on leaving after 5pm on Sunday, August 18th.

Will the sessions be recorded?

Nope. Probably not ever. Why? We’re all about honest and raw conversations and both attendees and speakers alike edit their questions and answers when they’re being recorded. We want to create an open, vulnerable space to have the difficult conversations you can’t have anywhere else.

Please note however by purchasing a ticket to Lola Retreat, you understand that there will be photos taken during the event and your likeness may be used for marketing purposes.

How many awesome ladies are going to this? 

We're capping attendance at 60 tickets so we can keep it small and intimate (just the way we like it). 

Is the event ADA accessible?

Yes! If you need additional assistance for any reason, please get in touch and let us know.

I have more questions! who can i chat with? 

Don't fret! We want to hear from you! Email us at lolaretreat@gmail.com