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
Thursday Aug 18, 2022
Thursday Aug 18, 2022
We want to thank Erica Berman,for leading our August 9th Empower Women Event, From Luxury Rentals in Paris to a Non-Profit Farm Feeding the Hungry in Maine. Erica discussed living in Paris for 20 years, owning and selling a successful luxury vacation rental business, to founding Veggies to Table, a 501c3 non-profit grow-to-donate farm to feed the hungry. From moving to Maine from Paris, changing her direction at the age of 49, and creating a new life more meaningful to her soul, Erica’s story is inspiring for those looking to make a big life change. It’s never too late!
After 20 years in Paris and Italy, Erica swapped city living for an existence steeped in nature and sustainable values when she moved to Maine with her French husband Alain Ollier, Veggies to Table co-founder. The launch of Veggies to Table in 2019, stemmed from a deep-rooted desire to make a difference and give back to their community by helping those in need, while creating joy along the way; Veggies to Table also donates flowers—food for the soul.
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.
Monday Jul 25, 2022
Monday Jul 25, 2022
We want to thank Kirsten Meder for leading our July 12th Empower Women Event, Understanding ESG Investing. Kirsten discussed where we’ve come from in terms of ESG and impact investing, where we are now, and opportunities for the future. She also talked about how the integration of values and ESG data has provided a great entry point for many women to become more involved with their investments. “In so many of my client meetings women not only have a seat at the table but are actively engaged if not leading the discussion around how they want to invest.”
Kirsten Meder, CAIA, CMT, is an ESG/SRI Investment Strategist at Aperio. In this role, Ms. Meder works with clients to align their equity portfolios with their values. She works closely with the ESG and Portfolio Management teams in the evaluation of ESG data sets and the creation of new strategies and works with Aperio’s Research Team on projects related to ESG issues. Prior to joining Aperio, Ms. Meder was a Portfolio Manager at Lattice Strategies (acquired by Hartford Funds), where she was responsible for managing strategic and tactical multi-asset SMA portfolios for high-net-worth clients and for allocating to liquid alternative investments. Additionally, Ms. Meder spent several years working for Bank of America/Merrill Lynch as a Research Analyst, where she was a generalist on their fund of hedge funds team.
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.
Thursday Jun 16, 2022
Thursday Jun 16, 2022
We’d like to give a big thank you to Kate Granigan who hosted our June 14th Empower Women event, The Journey of Caregiving. With 10,000 Baby Boomers turning 65 every day, individuals living longer and families with multiple aging loved ones, the role of caregiver is something that more and more of us can identify with. Whether you are currently caring for a loved one or anticipate this need down the road, this discussion is for you! Kate Granigan, CEO of LifeCare Advocates and a consultant and advocate in the field of aging, shared insights on caregiving from her experiences working with older adults and their families.
Kate Granigan 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 later 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 both nurses and social workers who provide assistance, advocacy and guidance to elders and their families.
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.
Thursday May 19, 2022
Thursday May 19, 2022
We are so thankful to Rochelle Seltzer for leading our May 10th Empower Women series, Live Big Without Sacrifice. In the discussion, Rochelle talked about what it means to live big and how you can bring all of your greatness into the world and live a truly fulfilling life. She discussed ways you can live big without stress, as you honor your desires and purpose. During this event, Rochelle also talked about the importance of self-care, focus, and a calm mind to nurture your well-being.
Rochelle Seltzer is a Creative Core Coach and the author of the highly acclaimed book, Live Big: A Manifesto for a Creative Life. Her mission is to unleash the untapped creative capacity inside people everywhere, so they bring all of their greatness into the world. She supports accomplished women who are ready to step into their power and move past what keeps them blocked, stuck and small — to create bold visions for their lives and careers, and truly live big
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.
Monday Apr 25, 2022
Monday Apr 25, 2022
We’d like to thank Ellen Glickman-Simon for hosting our April 12th Empower Women Event, Estate Planning for Serenity and Empowerment. An increased sense of serenity and empowerment are two of the main reasons to plan for your legal health. Many of us, especially parents of young children, do not realize how comforting it can be to have a plan in place in case of illness or death. Instead, we feel apprehensive about the choices involved in the estate planning process: who to name as beneficiaries, fiduciaries (e.g., health care agents), or guardians. While it takes courage to do this work and discipline to make the time to do it, the rewards are great. Feelings of relief, pride, empowerment, and solace often follow a completed estate plan. Ellen offered a manageable, step-by-step approach to creating your Will, Health Care Proxy, Durable Power of Attorney, Trust (for certain situations) and related estate planning documents.
Ellen Glickman-Simon, J.D., L.L.M. Ellen graduated from Tufts University in 1982, received her law degree from Northeastern University School of Law in 1987, and her master’s degree (L.L.M.) in tax law from Boston University School of Law in 1988. She practiced law in the tax department of a major Boston firm as well as a suburban business firm before establishing her own office in Sudbury, MA, in 1995 where she has over 25 years of estate planning experience.
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.
Thursday Mar 10, 2022
Thursday Mar 10, 2022
We want to thank Pamela Vardaro back for leading our March 8th Empower Women Event, What Parents and Kids Should be Thinking About for College Admissions. Pamela discussed the steps she takes when working with students. She also talked about the factors affecting the college and financial aid process.
Pamela is an Independent College Consultant advising high school students in every phase of the college application process. She previously served as the Assistant Director of College Advising at a private, competitive, independent college preparatory school with a 100% matriculation rate. She places dozens of students every year at top-tier colleges.
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.
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
We would like to thank Karen Mariscal for hosting our February 8th Empower Women Event, How to Keep Money Issues From Diminishing the Joy of Raising Special Needs Children. Although the news of a diagnosis can be devastating, years later some parents look back and realize that their lives have been enriched beyond belief. Karen Mariscal, Esq., led a presentation on parenting or grandparenting a special needs child, and the overwhelm and joy it can bring. She discussed some of the teachings of the book, “Far From the Tree: Parenting Children and the Search for Identity,” by Andrew Solomon, and how parenting someone who is very different from oneself can result in transformative personal growth. The second part of Karen’s presentation focused on how parents can afford children who are unable to make a living on their own, through government benefits.
Karen Mariscal is the mother of a profoundly autistic adult son, and a special needs estate planner in Wellesley, Massachusetts. She is a passionate advocate for her clients, and as a fellow parent, she understands not only the legal system but the parents’ perspective. She graduated cum laude from the Northwestern Pritzker School of Law.
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.
Tuesday Jan 18, 2022
Tuesday Jan 18, 2022
Thank you for joining us for our first Empower Women event of 2022, Why We Need Movement, hosted by Teresa Quinn. Teresa talked about the importance of movement and how and why it contributes to a healthy mind and body.
Teresa Quinn has a passion for working with people to improve their health and has taught different fitness modalities for more than 35 years. She is a 500 hr RYT (Registered Yoga Teacher) and has been teaching yoga for over 10-years. Teresa is honored to share her knowledge with the women in this empowering series.
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.
Wednesday Dec 15, 2021
Wednesday Dec 15, 2021
We want to thank Elizabeth O’Neil for leading our December 14th Empower Women event, Planning for Everything You Own and Everyone You Love. Liz reviewed some core estate planning basics and provided a broad overview of how trust planning works to avoid death taxes. She also discussed how the proposed legislation by the Biden administration may impact that planning.
Liz O’Neil is currently an Associate Attorney at Constant Law Group, P.C. Liz graduated cum laude from New England Law | Boston (2020). She received the Boston Service Award at graduation as voted on by the faculty at New England Law. While in law school, Liz interned at the Massachusetts Attorney General’s Office Trial Division and was an Honors Judicial Intern with the Suffolk County Juvenile Court. She also worked at a Legal Aid clinic and for a domestic relations attorney. She is a member of the Women’s, Massachusetts, Boston, and the American Bar Associations. In addition to her Juris Doctorate, Liz has a Master’s Degree in Education from Harvard University (1992) and a Bachelor of Arts Degree with a major in Psychology from Swarthmore College (1990). Liz was the Director of Community Nursery School in Lexington, MA, for thirteen years prior to law school.
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 referenced 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 Nov 10, 2021
Wednesday Nov 10, 2021
Thank you to Maggi Alexander for leading our November 9th Empower Women Event, Establishing Year End Philanthropic Goals. Many donors struggle with being “an inch deep and a mile wide” in their giving and aspire to develop a coherent, strategic plan and a clear sense of the legacy they wish to leave to their communities and families. However, they may not know how or feel rushed at the end of the year to make quick decisions about donations. This workshop aimed to help participants better define their goals for philanthropy, uncover their deepest interests and passions, and begin the process of zeroing in on a focus and structure for their giving that provides both meaning and impact. Participants left the program with renewed sense of purpose and practical tools for getting from here to there.
Maggi Alexander is a Partner at TPI and directs TPI’s Center for Global Philanthropy. In this role, she supports individuals and families, foundations, and corporations in aligning their philanthropy with their values in ways that are more strategic. An entrepreneurial leader, Maggi has spent over 30 years focused on philanthropy to improve the quality of life for low-income children, families, and communities in the United States and over 30 countries worldwide. She has extensive experience building partnerships and alliances that cut across traditional divides and has worked in the corporate, philanthropic, nonprofit, and public sectors. Maggi’s experience in organizational development spans the early start-up process to achieving scale and sustainability; she is passionate about turning great ideas into reality.
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.