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Money Mavens: Financial Literacy Workshop Series – Planning for Your Future: A Life by Design

April 26 @ 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

November 9

Presenters: Jennifer Bellis and Darlene Dzuba, U.S. Bank Private Wealth Management

Budgeting, Saving, and Debt

December 14

Presenter: Vee Escarment, Generational Wealth through Homeownership Inc.

Borrowing and the Functions of Credit

January 18

Presenters: Kristina Ray, Truist

Taxes and Estate Planning

February 1

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

First Comes Love, Then Comes Marriage: How Marital Law impacts Finances and Assets in Florida

March 1

Moderator: Caryn A. Stevens, Esq. Partner of Stephens & Stevens, Marital and Family Law Paralegal
Panelists: Allison Creely, of Creely Samoleski, Forensic Accountant; Jessica Ticktin, of Ticktin Mediation, Retired Circuit Judge; Emily Golisch, Paralegal of Stephens & Stevens, Marital and Family Law

Investing Basics and The Gender Wealth Gap

March 22

Moderator: Suzanne Holmes, CFP, Wealth Relationship Manager (Ret.)
Panelists: Bernstein Private Wealth Management; Cindy Pollack, Edward Jones; Lauren Stuhmer, Citi

Planning for Your Future: A Life by Design

April 26

Presenter: Barbara Best AIF® and Nancy Rizzuto, CAP STRAT (formerly Capital Strategies Investment Group) and CAP STRAT Women’s Forum

Women and Philanthropy

May 10

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. A link to join the workshop will be emailed 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.

 

Details

Date:
April 26
Time:
5:30 pm - 7:00 pm

Organizer

Jennifer Kryshka

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