The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Episodes
Monday Nov 20, 2023
Monday Nov 20, 2023
We were thrilled to have Susan Turnbull back to lead our November Empower Women event, Gratitude, Wisdom & Blessings: Writing an Ethical Will for Your Loved Ones. In this event, Susan explored a beautiful and venerable instrument of legacy that makes a place for your own voice alongside the cold legalese of your legal will, help you gain a thorough understanding of what ethical wills are. She also shared inspiring examples that reveal different approaches for creating them and provided templates and tips for writing a legacy letter that will be highly satisfying for you to create, and will be treasured forever by those you love.
Susan is a former journalist and her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, and creator of LifeLegacy Cards. All are designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Personal Historians Network Northeast. She and her husband live in Manchester-by-the-Sea, Massachusetts.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Wednesday Oct 18, 2023
Wednesday Oct 18, 2023
Thank you to Danielle Stare for leading our October 10th Empower Women event, Women’s Health in Midlife. She discussed various topics around women’s health, including breast health for Breast Cancer Awareness month, reproductive aging and sexual health, nutrition and bone health.
Danielle Stare RN, MSN, FNP is a family nurse practitioner with 14 years of experience in Internal Medicine. Danielle completed her undergraduate Bachelor of Science as Summa Cum Laude from Boston College in 1998 and Master’s of Science from the University of New Hampshire in 2004. Danielle started her career as a critical care nurse then nurse practitioner at Shriners Hospital for Children in Boston MA. Danielle transitioned to the community and joined an internal medicine practice, Steward Primary Care of Methuen, in May 2009.
Danielle has maintained her relationship with Boston College and has served as a clinical preceptor helping to educate the next generation of nurse practitioners for over 10 years. She also serves as a preceptor for the MGH Institute of Health Professionals. Danielle blends Eastern and Western medicine into the care of her patients. She believes in preventative medicine, nutrition and lifestyle modification in addition to pharmacological remedies when needed to treat disease processes and chronic medical conditions. She carries these practices into her own life and her family’s health.
When Danielle is not busy caring for patients and teaching she enjoys spending time with her three daughters and her husband Michael. She strives to maintain a healthy work-life balance to prioritize her and her family’s physical and mental health. Danielle enjoys traveling and hobbies including home improvement projects, cooking, biking, hiking, skiing and strength training.
Enjoy!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Monday Sep 18, 2023
Monday Sep 18, 2023
Thank you to Camille Ciarametaro for leading our September Empower Women event, Navigating Senior Living: What are my Options? Finding the right living situation for yourself or an aging loved one can be overwhelming with the various options and costs. Camille talked about different retirement community options and their features. She also discussed the costs associated with each and what resources are available.
Camille Ciarametaro is the Senior Advisor of Bridges® by EPOCH at Lexington and a licensed Social Worker with over 20 years of experience working with seniors in hospitals, rehab centers, homes and social services. She began her career as a case manager for at-risk seniors and, since then, has served thousands of seniors in the Greater Boston area in different roles, including admissions, sales and marketing, and crisis intervention.
As the Senior Advisor of Bridges® by EPOCH at Lexington, Camille is responsible for building relationships with seniors and their families while sharing education, support and resources with the community. She’s also in charge of connecting with area professionals and local organizations to share the benefits the Bridges® by EPOCH at Lexington lifestyle brings.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Monday Aug 14, 2023
Monday Aug 14, 2023
Thank you to Stephanie Seferian for leading our August 8th Empower Women event, The 5 Pillars of Responsible Decluttering. Whether you have kids, are looking to downsize or want to live more simply, chances are you have accumulated a large amount of “stuff” over the years that you would like to get rid of. Although Marie Kondo’s “spark joy” decluttering introduced millions to minimalism, Kondo and other prominent minimalists fail to advocate for responsible decluttering without placing the burden of our excess stuff on the planet.
Stephanie outlined the 5 Pillars of Responsible Decluttering, including measuring true value and prioritizing quality over quantity. She also answered questions and talked about where and how to donate the trickiest of household items.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Monday Jul 17, 2023
Monday Jul 17, 2023
Thank you to our very own Susie Panduku for leading our July 11th Empower Women event, Investing 101. Susie discussed the basics of investing and what you should consider before you begin. She also shared her insights on strategy, equities, fixed income, your comfort level with risk and more.
In her role as Wealth Advisor, Susie works with a range of clients, some of which include family office clients. Given her background in tax compliance and planning as it relates to business owners, Susie enjoys the complexities and nuances that make each client relationship different.
Susie is a graduate of Bentley University where she also received her master’s in Financial Planning. Prior to joining LWM, Susie worked for RSM in their tax department before switching to Wealth Management. She focused on high-net-worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thursday Jun 15, 2023
Thursday Jun 15, 2023
We are so grateful to have Katie Greer back to lead our Empower Women event, Keeping Our Kids Safe in Our Digital World. With the ever-changing nature of technology, Katie shared her insights and strategies to help families (younger and older generations) have a safe, productive experience with technology.
Katie Greer, CEO of KL Greer Consulting, is a keynote speaker who empowers kids, parents, staff, and bosses to use technology in a healthy and safe way. Katie travels throughout the United States and Canada delivering her dynamic and ever-changing programs, and has contracted with various organizations (government and private), lending her expertise and providing keynote addresses on issues pertaining to digital/Internet safety.
Katie was named an Advisory Board Member for The Internet Keep Safe Coalition (iKeepSafe), a nonprofit international alliance of policy leaders, educators, law enforcement members, technology experts, public health experts and advocates working together to create a safe and positive online experience for youths.
Her programs are designed to educate students spanning grades K-12 and college and are thoughtfully tailored to accommodate the developmental and emotional differences in each age group. Additionally, Katie instructs parents, teachers, administrators, and law enforcement officials on Internet Safety and other issues on technology safety and responsibility.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Monday May 15, 2023
Monday May 15, 2023
We were thrilled to have Kate Granigan back to lead our May 9th Empower Women event, Roadmap for Aging Well. Every day 10,000 baby boomers turn 65, and in 2030 there will be more grandparents than grandchildren. Often we have been a caregiver for an older loved one and recall the picture of aging as a series of loss-filled experiences and a downhill trajectory. However, we have learned about aging through science and research and how our choices, attitudes and engagement can impact our experiences. During this event, Kate talked about what we can do to improve the experience for our aging loved ones and how we can impact the outcome of our aging journey.
Kate Granigan, LICSW, C-ASWCM, is a Licensed Independent Clinical Social Worker and has worked as a clinician in the field of aging for over 25 years. She founded her own Life Care Management company in 1999, which became part of a non-profit organization in 2009. She held the position of Vice President of Care Management until she assumed the role of Chief Executive Officer of LifeCare Advocates in 2016. LifeCare Advocates is a team of nurses and social workers who provide assistance, advocacy and guidance to elders and their families.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Monday Apr 17, 2023
Monday Apr 17, 2023
We’d like to thank Sharon Carson for leading our April 11th Empower Women event, Women & Retirement. Women control significant and growing wealth, so taking proper steps when planning for your future is essential. During this event, Sharon shared actionable steps women can take to make the most of their next act. She also discussed creating a plan for the retirement you want, understanding Social Security timing trade-offs and health care coverage decisions, creating a long-term care plan and having cash now and the confidence to invest for later. Having a retirement plan and working with a financial professional can be vital to success.
Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She develops insights on spending patterns in retirement with a successful track record clarifying complex topics, including Social Security, healthcare costs in retirement and prioritization of financial goals. She has over 20 years of experience in the financial services industry, with a focus on retirement during the past 15 years.
Before joining J.P. Morgan in 2012, she developed retirement planning insights at Merrill Lynch. Sharon received a B.A. from Bowling Green State University and an M.B.A. from Columbia University. She received the Retirement Management Analyst (RMA) designation in its inaugural year and has the Certified Retirement Plan Counselor designation (CRPC).
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Tuesday Feb 21, 2023
Tuesday Feb 21, 2023
Thank you to Donna Marcantonio for leading our February 14th Empower Women Event, Looking Forward: Real Estate Trends in 2023. Donna discussed five emerging trends that we expect for 2023 and beyond. She talked about issues around low inventory and how that impacts housing affordability, how market fundamentals are “normalizing” as some markets weaken due to diminishing pandemic tailwinds, and the potential for a cyclical economic downturn. She also looked at how the pandemic forced structural shifts in how and where we live, work, and recreate in ways that seem destined to endure.
Donna Marcantonio, a real estate agent with The Petrowsky Jones Group, represents buyers and sellers from all walks of life and is equally experienced working with developers on ground-up construction and managing luxury rentals in the commercial real estate realm.
Fascinated by urban planning, she is perpetually curious about how urban plans contribute to the quality of life for members within the community. A creative visionary who thrives on finding innovative solutions, you’d be hard-pressed to find a more dynamic realtor. Ultimately, Donna knows that buying or selling a home is a transformative experience and she is renowned for being exceedingly thoughtful in her approach.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
Thank you to Nina Frusztajer, MD, MS., for kicking off our 2023 Empower Women series with her talk, Overcoming Obstacles to Healthy Eating.
Even if we know what to eat, how do we put the principles into practice and address what gets in the way? Nutrition information can be confusing and contradictory. Dr. Frusztajer discussed what healthy eating looks like and she addressed common obstacles like no time for meal prep, lack of recipes for simple and nutritious meals, over-reliance on takeout, a lifestyle that revolves around food-centric events, lack of self-care, and eating-driven by emotions and stress.
Nina Frusztajer, MD, MS, is a physician with a master’s degree in nutrition, an author, a certified life coach, and a yoga instructor. She has worked in the field of nutrition for 30 years, helping people lose weight and use food as medicine to feel and look their best, including clients with medical issues. Her programs focus on food and brain chemistry, nutrition and mental health, the gut biome, balancing metabolic and hormone function through diet, and lifestyle management to implement food science principles.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.