Transition Whatcom

Personal Finance Workgroup

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Personal Finance Workgroup

We agree that people and households that are financially secure are more resilient, and our community will be more resilient if its members are more financially secure.

Members: 39
Latest Activity: Sep 2, 2013

Discussion Forum

Initiative to start a public Washington state bank gets some press

Started by Rob Olason. Last reply by Shirley Jacobson Dec 29, 2011. 2 Replies

Thought this article by Ellen Brown of Truth Out might be of interest to this group. "Bills were introduced on January 18, in both the House and Senate of the Washington State Legislature, that add…Continue

Legalize Local Investing

Started by David MacLeod. Last reply by Patricia Herlevi Dec 7, 2011. 1 Reply

See my cross-post of Asher Miller's "A Funny Thing Happened on the Way to…Continue

Move Your Money Campaign

Started by Shirley Jacobson. Last reply by Maxine Walker Oct 17, 2011. 23 Replies

I am copying Katie's comment here first so that all comments related to this discussion will be together.Continue

Poverty/Unemployment and Sustainable Economics

Started by Behrouz. Last reply by Behrouz Aug 31, 2011. 4 Replies

Optimal personal finance management requires knowledge of the short and long-term economic trend.  How we allocate our life energy and resources individually and collectively will affect our quality…Continue

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Comment by Caitlin Quigley on January 24, 2011 at 9:57pm
Thanks for sharing that teleconference, David. I started listening today. Also, you don't have to call in, you can listen online for free in real time.
Comment by David MacLeod on January 19, 2011 at 12:31pm
Not sure how I'm going to fit this "teach in about money" into my schedule, but I did register for the free telesummit described below.  I figured I could sign up and only participate as my schedule allows, or listen to the summit later online for free.  It's a long distance call, but most calls are 1/2 to 1 hour, and if you're only paying the long distance charge, it's not very much for being able to learn from all the luminaries participating - do the math!  Below is the email I got about this from Vicki Robin.
 
David
 
Hello dear Transition friends,
Below is an email about my current project, the Healthy Money Summit. You'll see that we even have Rob (Hopkins) speaking, which pleases me to no end. This group of speakers is my dream team (with some more who couldn't participate) for a 'teach in' about money, economy and the future. The producer, the Shift Network, has the capacity to reach tens of thousands of people.

Vicki


 

Many people on a conscious path find that money is one of their most challenging areas to deal with.  That’s why I’m delighted to be a featured speaker for a free online event called the Healthy Money Summit.

Join me the week of January 24-27th and learn from leading authors and leaders on how you can create a healthier, happier, more productive relationship with money and, culturally, how we can transform our relationship with money as well.

Click here to learn more.

Hosted by Vicki Robin, bestselling author of Your Money or Your Life, the Healthy Money Summit will feature luminaries such as Riane Eisler, Lynne Twist, John Robbins, Satish Kumar, Hazel Henderson, David Korten, Alisa Gravitz, and many more notable authors, thinkers and leaders.

With so much fear and confusion about the economy and record unemployment levels across the U.S., we truly need to create a new relationship with money that brings renewed hope for our communities.

During this free four-day telesummit, you'll learn all about:

  • Earning and spending habits that liberate your time and passion for your real life's work
  • Investment strategies that favor the triple bottom line and sustainable business practices
  • How to practice the state of being that favors generosity and sharing over hunkering down
  • New currencies that favor connection and community over hoarding and lack
  • New economies that favor Main Street over Wall Street, and prioritize community well-being as the new bottom line
  • Developing a new money spirit of "enough for all," rather than "winner takes all"

A healthy economy, healthy habits and healthy attitudes toward money are possible; and the speakers in this series will reveal their latest insights and wisdom on how we can create a better financial future for us as individuals and as a collective whole.

You can participate live on as many calls as you like and interact with both the featured leaders and other participants via the state-of-the-art MaestroConference platform, which will connect you to participants from around the world.

Join me for the Healthy Money Summit, and let's transform our relationship with money! Click here to register now.

Warm regards,
Vicki Robin

P.S. Please share this invitation with your friends and allies! All of us working together can create a shift toward more healthy ways of relating to money. Click here to learn more.

P.P.S. The Healthy Money Summit provides free, live access to the following luminaries:

Riane Eisler, Lynne Twist, John Robbins, Liz Pullman Weston, Dr. A.T. Ariyaratne, Helena Norberg-Hodge, David Korten, Stacey Tisdale, Hazel Henderson, Alisa Gravitz, Bernard Lietaer, Judy Wickes, Satish Kumar, Catherine Austin Fitts, Rob Hopkins, Woody Tasch, Vicki Robin, Nipun Mehta, Betsy Taylor, John DeGraaf, Edgar Cahn, Anne Ellinger, Jay Walljasper.

Co-sponsors include:

The American Sustainable Business Council, CSRwire, Global Sufficiency Network, MaestroConference, The Shift Movie, The Shift Network.

Comment by Caitlin Quigley on January 10, 2011 at 10:04am
Comment by Caitlin Quigley on December 27, 2010 at 11:49am

Hi Judith,

29 respondents had businesses or potential businesses, and 24 of them would lease land for organic farming.  As far as dollar amounts they wanted to borrow, it's not quite as concrete as the potential investors.  I'll bring this info to our next meeting.

I think this is a good response rate too, but I'd love 100 responses, just 19 more!

Comment by Judith Culver on December 27, 2010 at 11:44am

I am stunned at the response to the local investing survey.  With 793 TW members we have just over a 10% response.  I think that is great!  All along there has been a question of whether Transition Whatcom members have money to invest locally and I think we now have the answer...an overwhelming yes.

 

Caitlin, how many potential business owners have responded? 

Comment by Katie on October 4, 2010 at 3:51pm
Comment by Judith Culver on September 5, 2010 at 2:50pm
Here's the link to the B corp mentioned by Diana McGinness at the meeting. http://www.bcorporation.net/

Two states, Maryland and Vermont, have passed the law for Benefit Corporations (B corporations) which have social or environmental benefits. Check it out.
Comment by Judith Culver on September 4, 2010 at 3:35pm
More info about the Keizer Meats opportunity is here:

http://www.whatcommeats.com/

Preliminary info is at the website and they are holding a meeting on 9/16 at which they will present all the information.
Comment by Judith Culver on September 1, 2010 at 6:13pm
Greetings! Again, we had a wide-ranging discussion and I have posted the notes at the discussion "Workgroup Meeting 8/29/10".

If you are interested in local investing as an investor or potential business owner, please let Laura, David Marshak, or me know. We need your energy, ideas and experience for our local investing efforts. Other communities have exciting opportunities and we will too. Don't miss the Yes! article here: Home-Grown Businesses: The Role of Grassroots Financing How businesses are turning to their neighbors for funding. http://www.yesmagazine.org/new-economy/bypass-the-bank-local-invest...

Also check out info about forming a state bank at the new discussion "State Bank for Washington" from new member Diana McGinness.
Comment by Judith Culver on August 4, 2010 at 11:51am
The steering committee for the Keizer Meats investment opportunity has solicited information about potential investors. The letter is on their website here: http://keizercoop.blogspot.com/p/potential-investors.html

They have a short questionnaire for potential investors, including a question about how much you think you would invest. This is without a commitment and without seeing the information about the investment. This reminds me of the discussion we had at our last meeting about how we could determine the amount of money that might be available for a Transition Whatcom fund. Which comes first the fund or the investors?

Also they need money for "due diligence" expenses and are asking for a $50 tax deductible donation. It is interesting to watch their process. Check out their website to see how they are going about this.
 

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