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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.