MoneyW!se: 4-Part Financial Literacy Workshop Series

In the Fall of 2025, Savvy Ladies partnered with W!se—an award-winning national educational nonprofit dedicated to building financial literacy—to bring you a hands-on, four-part virtual workshop series, free and exclusive to Savvy Ladies Helpline clients. Led by, Julia Cooper, Vice President Banker at J.P Morgan’s Private Bank, Gabriel Mattatall, Senior Associate at Goldman Sachs, and, Christopher Moynihan, Director in M&A and Strategic Advisory, this program was designed to help you build financial confidence and take steps toward greater financial independence. Couldn’t attend live, or want to revisit what you learned? Watch all the recordings below:

Part 1 – Your Money & Goal Setting

Understand the difference between needs and wants, learn how to set, prioritize, and fund your goals, and get smart budgeting and saving tips in this hands-on, practical session.

 

Part 2 – Budgeting & Banking

Explore budgeting techniques and learn  about the cost of money and what types of banks are available.

Part 3 – Credit & Debt Management

Credit scores and credit reports—how do they apply to you?

Part 4 – Managing Your Debt

Learn DIY debt management techniques and how to protect yourself from identity theft and various scams.

About the Instructors

Julia Cooper
Julia Cooper is a Vice President Banker at J.P Morgan’s Private Bank. She has been with the firm for seven years, helping advice families on their balance sheets. Focused on wealth preservation, investments, banking, credit and lending, Julia is equipped to help even the most complex families achieve their financial goals. Julia started in the Washington D.C Office, where she then moved to New York to be Chief of Staff to the CEO of New York. When promoted, Julia joined a banking team to work closer with clients.

 

Gabriel MattatallGabriel Mattatall is a Senior Associate at Goldman Sachs where he focuses on providing financing solutions to corporates for the past 6 years. Outside of work, he is passionate about financial literacy, spending the past 5 years with W!se performing various roles in the organization and, more recently, as part of their Associate Board. Gabriel obtained a Bachelor’s of Science in Business Administration with a focus on Finance and Economics from Georgetown University in 2020. Gabriel has served on W!se’s Associate Board since 2023.

 

Christopher MoynihanChristopher Moynihan is a Director in M&A and Strategic Advisory. He joined the firm in 2014. Christopher has more than 10 years of experience advising both public and private companies on transactions involving acquisitions, divestitures and strategic combinations, including mergers, joint ventures, and minority investments across all sectors. He has extensive experience advising family-owned businesses, Trusts & Estates and special committees of boards. After serving on the W!se Associate Board for many years, Christopher has stepped into his new role as Chairman in 2025.

 

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