Following the recent announcement of the Boston Estate Planning Council’s (BEPC) new partnership with Women’s Money Matters (WMM), BEPC members are invited to participate in upcoming volunteer opportunities this May and June 2026 that directly support women working toward greater financial stability.

Approved at BEPC’s March 26, 2026 Board meeting, this partnership reflects BEPC’s commitment to advancing the field of estate planning through meaningful service, collaborative partnerships, and the use of our members’ professional expertise to promote financial literacy.

May-June 2026 Volunteer Opportunities

Women’s Money Matters offers flexible, high-impact volunteer roles designed to accommodate a range of schedules and interests. Upcoming opportunities include both virtual and in-person programs:

Virtual Cohort: Runs weekly on Tuesdays from May 12 – June 30, 6:30–8:00 PM 

In-Person Cohort (Somerville Housing Authority): Weekly on Wednesdays, May 6 – June 24, 5:30–7:30 PM

Simple Steps to Get Started

1. Application: Complete an online interest form.
2. Orientation: Attend a session to learn about WMM's mission and your specific role. After applying you will be prompted to choose a convenient upcoming orientation. 
3. Selection: Choose a program cohort to coach or a topic to present.
4. Onboarding: Get set up with WMM's digital tools and resources.

At its March 26, 2026 board meeting, BEPC approved a proposal from the Community Engagement Committee to formally partner with Women’s Money Matters. This collaboration aligns closely with BEPC’s mission to advance the field of estate planning through meaningful service, collaborative partnerships, and the thoughtful use of our members’ professional talents to support financial literacy and long‑term financial stability.

About Women's Money Matters

Women’s Money Matters works to address systemic financial challenges that disproportionately impact women—including the gender wage gap and the “pink tax”—through education, mentorship, and community-based support. Their programs help participants achieve measurable outcomes, including increased income, higher savings, and improved credit scores.

Volunteer Opportunities for BEPC Members

Through this partnership, BEPC members are invited to engage with Women’s Money Matters in flexible, high-impact volunteer roles:

• Coach (Three-Month Commitment):
  Provide one-on-one support to program participants during weekly workshops over a three-month period. No specific financial expertise is required, your professional experience and lived experience are highly valued.
• Presenter (90-Minute Micro-volunteer Opportunity):
  Facilitate a 90-minute group discussion on a financial wellness topic such as budgeting, credit, or goal-setting. Presenters receive ready-to-use slide decks, detailed facilitation guides, and program support.

Upcoming volunteer opportunities include both virtual and in-person cohorts, allowing members to participate in ways that best fit their schedules.

Getting Started

Joining Women’s Money Matters is a simple, four-step process:

1. Complete an online interest form
2. Attend a volunteer orientation
3. Select a coaching cohort or presentation topic
4. Complete onboarding and training

BEPC members who volunteer will play a meaningful role in helping women and families build lasting financial confidence and stability. By volunteering, you help participants achieve measurable results, such as an average 26% increase in monthly income and a 254% increase in savings.

More information on volunteer opportunities and how to get involved can be found at
https://volunteer.womensmoneymatters.org/. 

We look forward to working with Women’s Money Matters and our members to make a powerful and lasting impact in the community. 

Learn more and register by contacting Tailored for Success at info@tailoredforsuccess.org. 

Company blocking access the Google Form? No problem! Email bepc@bepc.org your top five committee preferences (ranked in order with 1 being your most preferred) and we'll submit the interest form on your behalf.

Winter 2025 Cohort

Class 1 – January 23rd

Class 2 – January 30th

Class 3 – February 6th

Class 4 – February 13th

Register to volunteer for the Winter 2025 cohort.

Spring 2025 Cohort

Class 1 – May 1st

Class 2 – May 8th

Class 3 – May 15th

Class 4 – May 22nd

Register to volunteer for the Spring 2025 cohort.

Learn About the Financial Literacy Program

As a reminder, BEPC’s FLP provides members with an opportunity to co-lead financial education classes for women at the Suffolk House of Corrections. All class materials are provided and volunteers co-lead the class with another volunteer – no previous experience required!

Learn More