a Bold money workshop for bold women
 
 
 

 

A BOLD MONEY EVENT FOR BOLD WOMEN

 
 
 
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February 15-17, 2019

ACE HOTEL DOWNTOWN LA
929 S. BROADWAY 
LOS ANGELES, CA 90015

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 Los Angeles and 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.

 

August 16-18, 2019

Seattle, Washington

Location TBD

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.

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

Melanie Lockert is a personal finance author, event planner and founder of the award-winning blog Dear Debt. She paid off a total of $81,000 in student loans. You can find her at  DearDebt.com  and  @DearDebtBlog

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,LA 2019

Tonya Rapley is an internationally recognized millennial money expert, mompreneur, and founder of the award-winning site, My Fab Finance. She is also the author of the Amazon best-seller, The Money Manual: A Practical Guide To Help You Succeed on Your Financial Journey.

Tonya Rapley is an internationally recognized millennial money expert, mompreneur, and founder of the award-winning site, My Fab Finance. She is also the author of the Amazon best-seller, The Money Manual: A Practical Guide To Help You Succeed on Your Financial Journey.

Amanda Clayman is a financial therapist who helps people bring money into balance. She founded the Financial Wellness Program for national arts non-profit The Actors Fund, where she pioneered a cognitive-behavioral approach to financial education.

Amanda Clayman is a financial therapist who helps people bring money into balance. She founded the Financial Wellness Program for national arts non-profit The Actors Fund, where she pioneered a cognitive-behavioral approach to financial education.

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.

Melissa Burton   , RDN, RYT is a non-diet Registered Dietitian Nutritionist that empowers women to break free from diet culture and finally feel positive about their relationship with food and their bodies.

Melissa Burton, RDN, RYT is a non-diet Registered Dietitian Nutritionist that empowers women to break free from diet culture and finally feel positive about their relationship with food and their bodies.

Audrey Bellis is a first generation Latina championing for the rights of women with her national conference series:    #WorthyWomen   . A Diversity & Inclusion leader, Audrey works with enterprise companies internally and shares the stories of feminist activism by women of color propelling their communities through her podcasts BrownGirlsRising with NYLON Español + Women Of Worth.

Audrey Bellis is a first generation Latina championing for the rights of women with her national conference series: #WorthyWomen. A Diversity & Inclusion leader, Audrey works with enterprise companies internally and shares the stories of feminist activism by women of color propelling their communities through her podcasts BrownGirlsRising with NYLON Español + Women Of Worth.

Kristin Wong is a freelance writer, journalist, and author of GET MONEY. She writes about personal finance, human behavior, and productivity for places like the New York Times, New York magazine, and Lifehacker.

Kristin Wong is a freelance writer, journalist, and author of GET MONEY. She writes about personal finance, human behavior, and productivity for places like the New York Times, New York magazine, and Lifehacker.

Wassan Kasey is a National Speaker at Capital Group, home of American Funds. With more than 15 years of investment industry experience, she specializes in coaching financial advisors on best practices to aid individuals and families in achieving their financial goals. She brings a passion for cultivating relationships, and as part of her role is focused on strengthening diversity and inclusion in the financial services industry.


Wassan Kasey is a National Speaker at Capital Group, home of American Funds. With more than 15 years of investment industry experience, she specializes in coaching financial advisors on best practices to aid individuals and families in achieving their financial goals. She brings a passion for cultivating relationships, and as part of her role is focused on strengthening diversity and inclusion in the financial services industry.

Miranda Marquit is a nationally-recognized money expert and financial journalist. She's covered various money topics for NPR, HuffPost, U.S. News & World Report, Forbes, CNBC, FOX Business, and many other publications.


Miranda Marquit is a nationally-recognized money expert and financial journalist. She's covered various money topics for NPR, HuffPost, U.S. News & World Report, Forbes, CNBC, FOX Business, and many other publications.

Johanna Porter is a global citizen who has spent her career living and working in Columbus, New York, Beijing, Shanghai, Hong Kong, and Los Angeles before discovering the FIRE movement. She is the founder of BigCityFi.com.

Johanna Porter is a global citizen who has spent her career living and working in Columbus, New York, Beijing, Shanghai, Hong Kong, and Los Angeles before discovering the FIRE movement. She is the founder of BigCityFi.com.

Arianna Savant is a product manager at Swell Investing where she manages the development of the digital product and conducts user research to adapt and design Swell’s digital platform. She is a champion of human-centered design practices and worked with the original IDEO team that formed Swell to integrate the famous design firm’s practices into Swell’s business approach. Prior to Swell, Arianna co-founded CometaWorks, a boutique software development firm specializing in developing new web and mobile applications in the financial services and healthcare industries. She also served as a software engineer at development firm Conclave Labs. She holds a BS in Mathematics from Fairfield University where she graduated Summa Cum Laude and is also a graduate of Dev Bootcamp.

Arianna Savant is a product manager at Swell Investing where she manages the development of the digital product and conducts user research to adapt and design Swell’s digital platform. She is a champion of human-centered design practices and worked with the original IDEO team that formed Swell to integrate the famous design firm’s practices into Swell’s business approach. Prior to Swell, Arianna co-founded CometaWorks, a boutique software development firm specializing in developing new web and mobile applications in the financial services and healthcare industries. She also served as a software engineer at development firm Conclave Labs. She holds a BS in Mathematics from Fairfield University where she graduated Summa Cum Laude and is also a graduate of Dev Bootcamp.

Amberjae Freeman brings more than a decade of experience in public and private sector research to her role at Swell Investing, including a stint at the Royal Bank of Canada, where she specialized in ESG investing. She’s also spent time working in developing countries with cash-strapped NGOs—an experience that led her to believe that financial markets should be used as a vehicle for social and environmental change.

Amberjae Freeman brings more than a decade of experience in public and private sector research to her role at Swell Investing, including a stint at the Royal Bank of Canada, where she specialized in ESG investing. She’s also spent time working in developing countries with cash-strapped NGOs—an experience that led her to believe that financial markets should be used as a vehicle for social and environmental change.

Nicole Sara Sivens is a personal finance educator at Swell Investing where she creates video and written content to educate and inform the Swell community about all things money management. Prior to joining Swell, Nicole was the editor of Sapling, a personal finance website dedicated to demystifying money. Nicole’s money know-how stems from a personal finance nightmare she faced at 19 when she discovered a family member had racked up $250k of debt in her name. She overcame that scenario by learning everything she could about achieving financial freedom and has dedicated her career to making those lessons available to others.

Nicole Sara Sivens is a personal finance educator at Swell Investing where she creates video and written content to educate and inform the Swell community about all things money management. Prior to joining Swell, Nicole was the editor of Sapling, a personal finance website dedicated to demystifying money. Nicole’s money know-how stems from a personal finance nightmare she faced at 19 when she discovered a family member had racked up $250k of debt in her name. She overcame that scenario by learning everything she could about achieving financial freedom and has dedicated her career to making those lessons available to others.

 
Tanaaz Jasani is a Business Strategist at Swell Investing where she supports the development of the vision and strategy for the company. She analyzes existing strategies and identifies areas for growth. Prior to Swell, Tanaaz worked at Morgan Stanley Wealth Management within the    Bromberg Group   , one of Forbes top Wealth Advisor groups for 2018. Tanaaz’s experience in fintech began at Wealthfront and Upstart, where she supported the customer service and insights teams. Tanaaz served as the first Impact Investment Fellow for the Aga Khan Foundation. She holds a BA from the University of California, San Diego in International Studies.

Tanaaz Jasani is a Business Strategist at Swell Investing where she supports the development of the vision and strategy for the company. She analyzes existing strategies and identifies areas for growth. Prior to Swell, Tanaaz worked at Morgan Stanley Wealth Management within the Bromberg Group, one of Forbes top Wealth Advisor groups for 2018. Tanaaz’s experience in fintech began at Wealthfront and Upstart, where she supported the customer service and insights teams. Tanaaz served as the first Impact Investment Fellow for the Aga Khan Foundation. She holds a BA from the University of California, San Diego in International Studies.

Paola Heneine is a Growth Manager at Charlie Finance, an AI text-based penguin who is helping over 200,000 people across America get in control of their money.    From helping people discover the platform to improving their experience, Paola works directly with Charlie's users to understand their various financial pain points and help them worry less about money.    Paola holds a B.A. in political economy from the University of California Berkeley.

Paola Heneine is a Growth Manager at Charlie Finance, an AI text-based penguin who is helping over 200,000 people across America get in control of their money.

From helping people discover the platform to improving their experience, Paola works directly with Charlie's users to understand their various financial pain points and help them worry less about money.

Paola holds a B.A. in political economy from the University of California Berkeley.

Ashley Sumner is a co-founder of    Quilt   , a platform that enables women to open their homes to other women for conversation, co-working and workshops.  Her career started 8 years ago in NYC as a matchmaker. With an intuitive ability to bring people together, she turned her passion into a career as a community developer for brands such as NeueHouse, Wanderlust, and One Roof ultimately leading to the creation of Quilt with her business partner, Gianna Wurzl. She now lives in Los Angeles, like every other New Yorker.

Ashley Sumner is a co-founder of Quilt, a platform that enables women to open their homes to other women for conversation, co-working and workshops.  Her career started 8 years ago in NYC as a matchmaker. With an intuitive ability to bring people together, she turned her passion into a career as a community developer for brands such as NeueHouse, Wanderlust, and One Roof ultimately leading to the creation of Quilt with her business partner, Gianna Wurzl. She now lives in Los Angeles, like every other New Yorker.

 
 
 
 
 
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FRIDAY, February 15

5pm-7pm Welcome Reception at Mrs. Fish sponsored by Capital Group

7pm Optional Activity: Perch and Grand Central Market

SATURDAY, February 16

8am-9am Breakfast

9am-10am Scarcity, Fear and Failure: Dealing with Unpleasant Emotions Around Money with Amanda Clayman

10am-11am How to Be Financially Savvy in 20 minutes with Natalie Torres-Haddad

11am-11:15am Break

11:15am-12:15pm How to Save and Pay Off Debt in a High Cost of Living City with Johanna Porter presented by Coupon Chief

12:15pm-1:30pm Lunch on your own

1:30pm-2:30pm Panel discussion on Preparing Your Finances for Big Life Events with Tonya Rapley, Kristin Wong, Miranda Marquit ,Natalie Torres-Haddad moderated by Wassan Kasey in partnership with Capital Group

2:30pm-3:30pm How the Diet and Wellness Industry is Making You Broke on Every Level with Melissa Burton

3:30pm-3:45pm Break

3:45pm-4:45pm Getting Paid Is Her Forte with Audrey Bellis

4:45pm-5:30pm Happy Hour

8pm Optional Activity: Concert at the Ace


SUNDAY, February 17

8am-9:30am Brunch sponsored by Charlie Finance

9:30am-10:30am The ABCs of Speaking a Foreign Currency (Access, Barriers, Challenges) with Paola Heneine in partnership with Charlie Finance

10:30am-12pm Panel discussion on Impact Investing in partnership with Swell Investing with Amberjae Freeman, Tanaaz Jasani, Nicole Sara Sivens and Arianna Savant moderated by Melanie Lockert

12pm-1pm Debrief with attendees/closing remarks by Ashley Sumner of Quilt



More info on the sessions

Scarcity, Fear and Failure: Dealing with Unpleasant Emotions Around Money with Amanda Clayman

How do we deal with all the crap of financial goals and challenges? How can we combat scarcity mindset, feeling like there’s never enough? What can we learn from fatigue, loss, anxiety around our money? In this session, financial therapist Amanda Clayman will do a deep dive into some of our unpleasant emotions around money and what we can learn from them, and take action.

Amanda Clayman is a financial therapist who helps people bring money into balance. She founded the Financial Wellness Program for national arts non-profit The Actors Fund, where she pioneered a cognitive-behavioral approach to financial education. To learn about the inglorious start to Amanda’s financial wellness mission, read the story about her $19,000 Haircut at www.amandaclayman.com.

How to Be Financially Savvy with Natalie Torres-Haddad

The concept of financial literacy can be difficult to comprehend. It brings up emotions of fear, embarrassment, frustration, and misunderstanding. Women who increase their understanding of household finances can be empowered to design a life within their earning capacity, that leads to economic empowerment and confidence. Learn top tips from the International Award Winning Author, TEDx Speaker, bilingual podcast host of Financially Savvy in 20 minutes, educator and real estate investor as she will show you how 20 minutes a day can help you become financially savvy with a hands on activity. Her award winning guidebook will be provided in your swag bag.

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, a bilingual podcast host of Financially Savvy in 20 minutes, a real estate investor and a workshop facilitator and International keynote speaker for Financial literacy. Her activities have been featured in the Huffington Post, LA Times, LA Business Journal and more.

How to Save and Pay Off Debt in a High Cost of Living City with Johanna Porter

The average size for a Los Angeles apartment is 789 square feet, with the average cost of a one bedroom is $2,068 as of October 2018.  The most expensive rent Johanna has paid was in 2015; $2,250 for a studio apartment in New York's Lower East Side. What defines High Cost of Living vs. Low Cost of Living cities?  Housing, utilities, transportation, food, travel, and entertainment are all costs that vary widely from locale to locale. Have you ever thought that it's impossible to pay off large amounts of debt or reach an extreme savings rate because you're living in an expensive city? You'll hear the story of how Johanna, one normal mid-salaried professional saved over 50% of her pre-tax income to pay off all of her student loans while living in one of the most expensive cities in the US.  In this session, Johanna Porter, will share actionable tips and tricks on on how YOU can crush debt and maintain a high savings rate to reach your financial goals, no matter what zip code you live in.

Johanna Porter is a global citizen who has spent her career living and working in Columbus, New York, Beijing, Shanghai, Hong Kong, and Los Angeles before discovering the FIRE movement.  After graduating in 2008 with $80K in student loans, it took her 9 years to pay off the first $40K and 1 year to pay the remaining $40K.  In 2018, she paid off her $40,000 student loan balance on a $73,000 salary living in Los Angeles. After spending her career in corporate retail, she's now on the path to retire in less than 15 years while living in HCOL cities

Preparing Your Finances for Big Life Events with Tonya Rapley, Kristin Wong and Miranda Marquit, Natalie Torres-Haddad, moderated by Wassan Kasey

There are certain events in life that can rock your finances to the core and change the trajectory of your life forever. In this panel discussion, we’ll discuss how to prepare for parenthood, buying a home, divorce and caring for elderly parents. What can we do to prepare? How can we protect ourselves? What tools can set us up for success?

Wassan Kasey is a National Speaker at Capital Group, home of American Funds. With more than 15 years of investment industry experience, she specializes in coaching financial advisors on best practices to aid individuals and families in achieving their financial goals. She brings a passion for cultivating relationships, and as part of her role is focused on strengthening diversity and inclusion in the financial services industry. She has also developed a program to assist financial advisors to better understand and address the financial obstacles unique to women. Wassan holds a bachelor’s degree in Business Administration from the University of Southern California’s Marshall School of Business. She lives in Pasadena, California, with her husband where she enjoys painting, a love of culinary arts and traveling.

Tonya Rapley is an internationally recognized millennial money expert, mompreneur, and founder of the award-winning site, My Fab Finance. She is also the author of the Amazon best-seller, The Money Manual: A Practical Guide To Help You Succeed on Your Financial Journey. In 2014, she graced the cover of Black Enterprise magazine and was deemed the "New Face of Wealth Building”. Her mission is to help millennials break the cycle of living paycheck to paycheck and own their power.

Kristin Wong is a freelance writer, journalist, and author of GET MONEY. She writes about personal finance, human behavior, and productivity for places like the New York Times, New York magazine, and Lifehacker. When she's not writing, Kristin enjoys taking trips, taking photos, and taking naps.

Miranda is a nationally-recognized money expert and financial journalist. She's covered various money topics for NPR, HuffPost, U.S. News & World Report, Forbes, CNBC, FOX Business, and many other publications. She's also involved in local politics, working to help with the advancement of women and helping them access financial and health resources they so desperately need. Miranda is a single mom who lives in Idaho with her teenage son, where they read, play board games, spend time in the outdoors, and travel widely.

How the Diet and Wellness Industry is Making You Broke on Every Level with Melissa Burton

The health and wellness industry has been pioneered and dominated by women. Women also primarily responsible for making the health and wellness industry a multi TRILLION dollar industry. Our current culture dictates that not only should women be and do it all, they should look (and feel!) flawlessly amazing while accomplishing their goals and living their best lives (insert eye roll here). Even in the empowered #MeToo era, women are still being convinced that they need to invest their money and energy in the dreams promised by the diet and wellness industry in order to even deserve a healthy, happy and successful life (Yes, I’m looking at you, GOOP). In this session you’ll learn how and why the diet and wellness industry is seducing you - as a smart and motivated woman - to place your hard earned dollars and precious headspace into their hands.  In this session Melissa Burton, a former marketing manager and current Registered Dietitian Nutritionist (and Registered Yoga Teacher), will help you understand the depth, breath and power of diet culture and how to lessen its impact on your wallet, mind, heart and soul.

Melissa Burton, RDN, RYT is a non-diet Registered Dietitian Nutritionist that empowers women to break free from diet culture and finally feel positive about their relationship with food and their bodies.  Melissa is also a Registered Yoga Teacher and shares her love of songs, sweat and soul connection through the creation of uniquely themed yoga events such as Duran Duran Yoga, New Wave Yoga and Pups and Poses.

Getting Paid Is Her Forte with Audrey Bellis

Learn from multi-time entrepreneur: Audrey Bellis on how to create passive income streams that pay you in your sleep, how to start a side hustle (and scale it into a main hustle), and how to negotiate your way into higher earning capacities.

Audrey is a first generation Latina championing for the rights of women with her national conference series: #WorthyWomen. A Diversity & Inclusion leader, Audrey works with enterprise companies internally and shares the stories of feminist activism by women of color propelling their communities through her podcasts BrownGirlsRising with NYLON Español + Women Of Worth. Mayor Garcetti's office honored her as 1 of 5 "Inspiring Latina's of LA", "One of 20 people who changed Tech for Los Angeles", and TechOutLA named her "a key player in the Eastside/DTLA tech movement." She has been published by The Huffington Post, Metro UK, GOOD Magazine, Morocco World News, and Times of Israel. Audrey has also had appearances on CNN En Español & MTV as well as spoken at over 100 stages including SXSW.

The ABCs of Speaking a Foreign Currency (Access, Barriers, Challenges) with Paola Heneine

One-fifth of the world’s migrants live in the U.S. They all have different stories and reasons for migrating to the States, and within their stories are the various financial challenges that are often overlooked and underrepresented in the personal finance space.

Paola Heneine, Growth Manager at Charlie Finance, takes the stage to discuss her personal story of the financial milestones, resolutions, and pain points she's had to cross and why we need more active voices in the personal finance space discussing the money challenges immigrants face. 

Paola Heneine is a Growth Manager at Charlie Finance, an AI text-based penguin who is helping over 200,000 people across America get in control of their money. From helping people discover the platform to improving their experience, Paola works directly with Charlie's users to understand their various financial pain points and help them worry less about money. Paola holds a B.A. in political economy from the University of California Berkeley.

Panel discussion on Impact Investing with Amberjae Freeman, Arianna Savant, Nicole Sara Sivens, Tanaaz Jasani in partnership with Swell Investing

Investing in the stock market is a huge part of getting your financial life in order. Once you have enough money set aside for the essentials and for an emergency, the next step is to grow it through investing. But common investment advice can come with a social price that not everyone is comfortable paying. A $100k investment in the broad stock market can result in more than $10,000 going toward fossil fuels, tobacco, and firearms. With impact investing, you can actually invest in solving the world’s greatest challenges. Think that companies providing clean water or producing renewable energy solutions are the future? You can actually invest your hard-earned money in them and earn a return in the meantime. Join members of Swell Investing’s impact, strategy and product teams to learn everything you need to know about impact investing and how you can get started investing with your values.

Amberjae Freeman plays a key role in Swell’s portfolio management team, providing investment research and advising on Swell’s impact investment approach and thought leadership. She brings more than a decade of experience in public and private sector research to her role at Swell. Previously, she served as principal analyst for the SRI Wealth Management Group at RBC where she provided proprietary ESG and impact research for clients representing $2 billion in assets. During her graduate studies, she received dual fellowships with the Clinton Global Initiative (CGI) in New York City and the Clinton Hunter Development Initiative (CHDI) in Kigali, Rwanda where she determined the financial viability of farmer participation in projects funded under the Clean Development Mechanism (CDM), and reviewed business plans for agricultural industrialization schemes. Amberjae also served as an adjunct professor of Political Science and Economics at Santa Barbara City College (SBCC), she subsequently coordinated country-specific research for asylum cases at the Center for Gender & Refugee Studies (CGRS), at UC Hastings College of the Law. Amberjae holds a bachelor’s degree and an MA in Global & International Studies from the University of California, Santa Barbara.

Arianna Savant is a product manager at Swell Investing where she manages the development of the digital product and conducts user research to adapt and design Swell’s digital platform. She is a champion of human-centered design practices and worked with the original IDEO team that formed Swell to integrate the famous design firm’s practices into Swell’s business approach. Prior to Swell, Arianna co-founded CometaWorks, a boutique software development firm specializing in developing new web and mobile applications in the financial services and healthcare industries. She also served as a software engineer at development firm Conclave Labs. She holds a BS in Mathematics from Fairfield University where she graduated Summa Cum Laude and is also a graduate of Dev Bootcamp.  

Nicole Sara Sivens is a personal finance educator at Swell Investing where she creates video and written content to educate and inform the Swell community about all things money management. Prior to joining Swell, Nicole was the editor of Sapling, a personal finance website dedicated to demystifying money. Nicole’s money know-how stems from a personal finance nightmare she faced at 19 when she discovered a family member had racked up $250k of debt in her name. She overcame that scenario by learning everything she could about achieving financial freedom and has dedicated her career to making those lessons available to others.

Tanaaz Jasani is a Business Strategist at Swell Investing where she supports the development of the vision and strategy for the company. She analyzes existing strategies and identifies areas for growth. Prior to Swell, Tanaaz worked at Morgan Stanley Wealth Management within the Bromberg Group, one of Forbes top Wealth Advisor groups for 2018. Tanaaz’s experience in fintech began at Wealthfront and Upstart, where she supported the customer service and insights teams. Tanaaz served as the first Impact Investment Fellow for the Aga Khan Foundation. She holds a BA from the University of California, San Diego in International Studies.

 
 
 
 
 
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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

Lola Retreat is donating 10 percent of profits to FreeFrom, an organization that helps domestic violence survivors achieve financial stability.

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Book Your LODGING

Lola Retreat Los Angeles will be held at the Ace Hotel DTLA. We have a room block set up at a discounted rate of $249 per night. You are responsible for any taxes, fees, and incidentals. CLICK HERE TO STAY AT ACE DTLA! You can also call them at 213.623.3233 to reserve a room as well. Be sure to mention LOLA RETREAT 2019 to get the discounted rate. We encourage you to get a roommate if you’d like to cut costs, using our roommate spreadsheet. Additionally, there are other options in the area that you can check out that are more affordable.

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

 

 

 

What type of programming does Lola have? Here are our previous sessions

The inaugural Lola Retreat took place August 18-20, 2017 in Portland, Oregon at the Ace Hotel. Previous sessions included: 

Power + Intention: Reboot Your Money Mindset and Financial Practice with Amanda Clayman

Money 101: Spend Less, Save More and Get Your Life Together with Tonya Rapley

What's Love Got to Do With It? Money and Relationships with Sarah Pattee

Time to Slay: How to Pay Off Any and All Debt with Kara Perez

Creating Your Pay Negotiation Playbook with Lydia Frank

Investing 101: Beginner to Badass in One Hour with Shannon Mclay

How to Get Started with Real Estate with Andi Blackwell

Ladies on FIRE: Financial Independence and Early Retirement with Ms. Our Next Life, Mrs Frugalwoods and Sylvia Hall

Real Money Talk discussion

The 2nd Lola Retreat took place at The Financial Gym in New York City April 27-29, 2018. Previous sessions included:

Get Your Financial Life Together #GYFLT with Erin Lowry

Power Up Your Money with Kristin Wong

How to Demolish Debt Like a Bo$$ with Kristin Sutton

Writing the Story of Your Fuck Off Fund with Paulette Perhach

The Importance of "Fuck Off Funds" in the #MeToo Era panel discussion with Paulette Perhach, Diane Harris, Kristin Sutton, and Ashtin Berry

Help Close the Wage Gap through Negotiation presented by Fairygodboss with Mary Pharris

Let's Get Real: A conversation about money

Side Hustling Your Way to Financial Freedom with Sandy Smith

Investing 101: A Pathway to Wealth with Mabel A. Nuñez

How to Prepare and Deal with Financial Disaster with Natalie Jean-Baptiste and Liz Gendreau 

 

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? 

Lola Retreat Los Angeles will be held at the Ace Hotel DTLA. We have a room block set up at a discounted rate of $249 per night. You are responsible for any taxes, fees, and incidentals. CLICK HERE TO STAY AT ACE DTLA! You can also call them at 213.623.3233 to reserve a room as well. Be sure to mention LOLA RETREAT 2019 to get the discounted rate. We encourage you to get a roommate if you’d like to cut costs, using our roommate spreadsheet. Additionally, there are other options in the area that you can check out that are more affordable.

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 breakfast before saying goodbye. 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 Los Angeles by 4pm on Friday, February 15th and plan on leaving after 3pm on Sunday, February 17th.

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). 

WHO ARE THE SPEAKERS? WHEN CAN I SEE AN AGENDA?

We are working tirelessly to finalize the speaker list and agenda for you. What is confirmed, is on the site. Stay tuned!

Is the event ADA accessible?

The Ace DTLA is ADA accessible. 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