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Inspiration, education and conversation at the intersection of finance and philanthropy to build a better world
Our Women & Finance workshop series empowers you to take a closer look at your financial future and introduces you to innovative strategies that incorporate your philanthropic ideals to build a better world for our families and communities. Workshops are detailed below. If you would like to attend a workshop, please click the registration link below it. If you have questions, contact Jillian Huskey at giftplanning@rchsd.org, 858-966-5804.
Women and Finance Workshops:
TUESDAY, MAY 21 | 11:30 A.M. – 1 P.M.
Financial Wellness: Preparing for Life Transitions
Monica Ma, Senior Financial Advisor and Chief Investment Officer – Blankinship & Foster
Teresa Kakadelas, Senior Financial Advisor and Director of Financial Planning – Blankinship & Foster
Location: Rady Children’s Hospital Aero Court Complex, 3678 Aero Ct., Room 251, San Diego, CA 92123
During this workshop, we will discuss how to better prepare for life’s what-ifs, including loss of a partner, incapacity and longevity. You will come away with practical tips and tools that you can quickly implement.
WEDNESDAY, JUNE 5 | 5:30 – 7 P.M.
Women & Wealth: Building Your Team
Kristine Wexler, Managing Director – Bernstein
Caroline Dupont, Client Service Advisor – Bernstein
Location: Bernstein, 4365 Executive Drive #700, San Diego, CA 92121
Today, women control about a third ($10 Trillion) of total U.S. household assets, and by 2030 we expect women to control three times that dollar figure. With the current evolving landscape, we’ll discuss the challenges many women face in their journey to achieving financial success, and how, for many women, the first step to empowerment is building out a trusted advisory team around them.
Questions? Email giftplanning@rchsd.org or call 858-966-5804.
