Money Mavens: Financial Literacy Workshop Series – Taxes and Estate Planning
February 1 @ 5:30 pm - 7:00 pm
Take control of your financial present and future by strengthening your knowledge and confidence. Money Mavens is a series of monthly workshops for women and teen girls to empower them to manage their own money and make informed financial decisions. This program is open to women of all ages and financial literacy levels and is led by female financial experts.
Schedule and Topics
Taking Charge of Your Finances
Presenters: Jennifer Bellis and Darlene Dzuba, U.S. Bank Private Wealth Management
Budgeting, Saving, and Debt
Presenter: Vee Escarment, Generational Wealth through Homeownership Inc.
Borrowing and the Functions of Credit
Presenters: Kristina Ray, Truist
Taxes and Estate Planning
Moderator: Amy Eisinger, Mutual of America
Panelists: Sarah Gaymon, HBK CPAs and Consultants; Lilach Fisher, BDO USA, LLP; Sasha Klein, PriceWaterhouseCoopers; Lisa A. Schneider, Esq., Gunster’s Private Wealth Services Group
Investing Basics and The Gender Wealth Gap
Moderator: Suzanne Holmes, CFP, Wealth Relationship Manager (Ret.)
Panelists: Aisha Ali, Bernstein Private Wealth Management; Cindy Pollack, Edward Jones; Lauren Stuhmer, Citi
Planning for Your Future: A Life by Design
Presenter: Barbara Best AIF® and Nancy Rizzuto, CAP STRAT (formerly Capital Strategies Investment Group) and CAP STRAT Women’s Forum
Women and Philanthropy
Moderator: Margaret May Damen
This panel will highlight the importance of women directed philanthropy and supporting projects that empower women and girls.
Panelists: Sydelle Sonkin, volunteer and philanthropist; Jennifer Kryshka, JWF CEO; Val Stanley, Director of Women’s Services at The Lord’s Place
All workshops are 5:30 – 7:00pm and are held virtually. An email will be sent to the email used for registration. In an effort to make Money Mavens accessible to every woman who wants to participate, there is no longer a cost to attend. Please visit jwfpalmbeach.org to register or call our office at 561-275-2200.