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 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.
Monday Dec 19, 2022
Monday Dec 19, 2022
Many thanks to Pamela Katz Ressler for leading our final Empower Women event of 2022, Roadmap to Recalibration. These last few years have been extremely tough. Our lives changed overnight, and we had to adapt our entire way of living. The stress and uncertainty of the pandemic have left many of us unsure of what’s next. So, how do we get back on track? Pam discussed strategies for recalibration, grit versus resiliency ( why we need both) and the lessons we’ve learned from the pandemic. More importantly, she gave us actionable steps to help us move forward.
Pamela Katz Ressler, RN, MS, HNB-BC is the founder of Stress Resources, a firm specializing in building and sustaining resiliency in individuals and organizations through tools of connection, communication and compassion. She is also an adjunct faculty member at the Tufts School of Medicine, the author of the newly published book Recalibrations, and host of the podcast, Raising Resilience. Pam has held leadership roles in many organizations, including serving on the board of directors of ChildKind International and an appointment to the Innovation Advisory Committee of the American Nurses Association. She is a member of The Boston Club – Recognizing and Advancing Women Leaders.
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 Nov 17, 2022
Thursday Nov 17, 2022
We’d like to thank Kerry Luria of Lexington Wealth Management for leading our November 8th event, Managing Your Finances. Kerry discussed topics around understanding and managing your finances. She talked about how our needs are relevant to where we are in life, and our concerns around budgeting, saving, investing, planning for retirement, education funding, and so much more.
Kerry joined Lexington Wealth Management in 2014 as a Managing Director – Senior Wealth Advisor. She embraces a holistic approach to working with clients and is a careful, empathetic advisor. Kerry pursued the Registered Life Planning designation to enhance her ability to help clients recognize what is most meaningful in their lives so that their life and money can go on the same journey. In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values.
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 12, 2022
Wednesday Oct 12, 2022
We want to thank Dori Mintzer for leading our October event, Living Your Best Life. Dori discussed how to live your best life as you enter retirement and beyond and Ways to build well-being into our lives. She also touched on the importance of “mindset” as we age and live our lives, exploring your sense of self and identity and developing and/or enhancing your own voice and vision and being an advocate for yourself.
Dr. Dorian (aka Dori) Mintzer, M.S.W., Ph.D., BCC, is an author, speaker, therapist, retirement transition, relationship, and executive coach, as well as a wife and mother. She weaves adult development, holistic life planning and positive psychology into programs that tap and shape clients’ energies into roadmaps for wiser, more enhanced living. She has a deep belief in the capacity of people to navigate their changing roles as they access awareness of their inner life and spirituality. She hosts the popular monthly Revolutionize your Retirement Interview with Expert’s Series and a weekly Revolutionize your Retirement podcast series.
She is co-author of the award-winning book, The Couples Retirement Puzzle: The 10 Must-Have Conversations for Creating an Amazing New Life Together and has contributed to several other books. She has been featured in a variety of media and has given a TedX Talk focused on “Embracing your Bonus Years: A Time to Learn, Grow and Evolve.”
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 19, 2022
Monday Sep 19, 2022
We want to thank Lauren Loehning for leading our September 13th event, Mindfulness & Our Relationship with Money. Lauren talked about examining our relationship with money so we can consciously align our financial actions with our goals and values. She also discussed how our thoughts, beliefs, behaviors, and emotions about money impact our financial actions and how to break through bad money habits and create new habits that support our financial goals.
Lauren K. Loehning CFP, CIMA, AIF, Certified Mindfulness Meditation Teacher, MMTCP
Lauren is a Partner at Retirement Impact and Principal of RISE Excel Corporate Wellness. Lauren teaches mindfulness meditation and is passionate about bringing the foundational concepts of mindfulness to individuals and corporations. Mindfulness allows us to see life clearly without judgment. When mindfulness principles are applied to the way we run our businesses, lead teams, or manage our Money it can have powerful life-changing effects that benefit not only our personal well-being but also our collective well-being.
We hope you enjoy this podcast 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.