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
Tuesday May 12, 2020
Tuesday May 12, 2020
We hosted a conversation with Jennifer Sullo on Sustainable Investing. Investors are more aware than ever before of how large corporations are impacting the world we live in. It is difficult to ignore headlines and social media about how climate change or poor corporate governance are negatively affecting communities. Sustainable investing is the practice of investing to achieve market-rate financial returns while pursuing positive environmental, social and/or governance (ESG) factors and their impact. Over the past few years, sustainable investing has evolved from a niche investment idea to attracting enough capital to start having an impact on global challenges at a meaningful scale.
Jennifer Sullo is a Principal at Rocaton Investment Advisors where she works directly with institutional investors on a wide range of issues, including asset allocation, investment structure design and investment manager selection. She’s predominately focused on corporate retirement plans (DB / DC), insurance portfolios, and the wealth channel. Jen joined Rocaton from J.P. Morgan where she was a Vice President and led a cross-functional team responsible for institutional outsourcing solutions. Prior to her role at J.P. Morgan, Jen held various positions at Voya Investment Management and GE Asset Management, working within US and EMEA institutional distribution and global fixed income trading channels. Jen graduated from Fairfield University with honors and an M.S. in Finance; she graduated from Trinity College with honors and a B.S. in Economics.
Thank you to all that joined the live webinar.
To RSVP or see our future EWS events/webinars please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
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 Apr 14, 2020
Tuesday Apr 14, 2020
On April 14th for we hosted, Estate Planning Across the Spectrum- How Young Adults and Senior Citizens Benefit from Estate Planning, with by Pam Pardoe. Estate planning has little to do with age or assets; it is not only for families with children or the wealthy. Once an individual reaches the age of majority, 18 in most states, including Massachusetts, their parents will no longer be able to access medical information or make healthcare decisions for their child and will no longer be able to act on the child’s behalf in financial transactions. At the opposite end of the spectrum, elderly folks may benefit or require help with healthcare needs and financial decisions; if the proper documents are not in place, the result could have a dramatic and costly result.
There are a few simple estate planning documents that a young adult or senior citizen can complete which can direct health care providers and medical professionals as well as banks and financial institutions to communicate with those people identified in the documents. Proper estate planning can provide peace of mind to parents who will be able to stay involved in their children’s healthcare and financial decisions. Similarly having the estate planning documents in place can provide peace of mind to those caring for their parents so they can help make healthcare and financial decisions if the need arises.
Pamela Pardoe is the founder of Pardoe Law, P. C. a family law and estate planning law firm based here in Lexington, MA. She works with individuals and families on creating estate plans tailored to each client. Pamela has experience with all aspects of guardianship and conservatorship proceedings for minors and adults.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
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 Mar 10, 2020
Tuesday Mar 10, 2020
On March 10th we hosted the EWS event Become a “Dementia Friend”- One-Hour Training, presented by Carla Koehl, CDP. In this session, attendees learned how to increase awareness of dementia, reduce the stigma of it, and demonstrate strategies for successful interactions with those you encounter who live with dementia. We also learned the five key messages about dementia and a bit about what it’s like to live with it. We articipated in activities and discussions that cover the five key messages everyone should know about dementia. Everyone who attended was asked to commit to a dementia-friendly action as part of becoming a Dementia Friend. Attendees received a Dementia Friend button, and were encouraged to apply, and share with others, what they learn in this session.
Carla Koehl, CDP (Certified Dementia Practitioner) is a trained Dementia Friends Champion. Carla is currently the Director of Community Relations for Artis Senior Living of Lexington. Before taking on her role with Artis Senior living, Carla was an associate editor at Newsweek magazine. She has also started up and sold three small businesses, including one specializing in move management for seniors.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
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 12, 2020
Wednesday Feb 12, 2020
On February 11th Devorah Steinberg, LICSW, CYT, hosted Intentional Communication.
Devorah brought her expertise as a Spiritual Coach, Licensed Mind/Body Therapist, Yoga Teacher and Healer to her discussion.
Devorah explored the answers to these question: What IS communication, really? What do you intend to communicate and what is actually received? She also touched on topics such as typical gender differences of communication styles and also explain how to hone your verbal skills and body language to boost your communication to better meet your intentions.
In a world where we are surrounded by technology and so much of our communication is through text and email, it is easy for messages to get misinterpreted. This is a topic that we can all benefit from. Thanks to all that attended the session.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
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 14, 2020
Tuesday Jan 14, 2020
What if every day could be healthier & more fulfilling? What if you could unlock greater harmony and alignment in your home, your health, & your heart? Simplicity consciousness holds infinite possibilities! In this conversation our hosts, Pixie Mahtani and Susan Stone explored what it means to embark on a Simplicity Journey, the impact of simplicity on mental, physical and emotional wellness as well as easy ideas to embracing simplicity as a daily practice. We discussed insights on:
- Drivers of Stress & how Simplicity helps
- What Simplicity is & what it is not & it’s benefits
- Simple strategies on how to simplify Home — (from Simplicity Vampires & Simplicity Ninja Attitudes & Gratitudes)
Pixie Mahtani, MBA, GRI, CPT, REALTOR® at Leading Edge RE serves various buyer & seller clients who desire to redefine home, as well as Pilates clients to help them access optimal physical alignment. In both areas, the overall purpose she believes is to simplify their process, enhance their success and finally help them achieve greater fulfillment in home, health & heart.
Susan Stone, MBA, MSW, CPO, COC focuses on helping her clients create order and make space in their lives for joy. She specializes in working with the overwhelmed and over-stressed, the chronically disorganized, people with ADD/ADHD and all those who long for a simplified and clutter-free life.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
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 14, 2019
Thursday Nov 14, 2019
Have you ever found it challenging to have discussions about money with your children, grandchildren or other young people? You are not alone. Studies have shown most families avoid these conversations until necessary. However, talking with children about money at an early age can help them be more financially responsible adults. At this Empower Women event, Elizabeth Lavoie discussed ways to teach good financial habits and aligning them with values, as well as provide resources and tools to help you better prepare the next generation to deal with money.
Betsy, as her friends call her, has been working closely with wealthy individuals and families for over 16 years. Prior to joining Lexington Wealth Management, she was an Investment Officer at PNC for over nine years where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high net worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tuesday Oct 08, 2019
Tuesday Oct 08, 2019
From Life Preservers to Swim Instructors: How to Support our Teens as They Navigate the Transition to College, was hosted by Pamela Willsey LICSW, PCC, and Vanessa Calagna, certified Wisdom Kids Coach. This event focused on how to support our teens as they transition to college. Pamela and Vanessa discussed how we, as parents, can shift our perspective from protecting our teens to raising resilient young adults who know how to swim in turbulent waters.
Pamela Willsey is the founder of Willsey Connections (WC). She practices as a therapist and life coach for teenaged girls as they become young adult women. Her approach centers around the deeply held belief that success in life requires us to understand ourselves and others. She emphasizes the need to learn the skills necessary to manage our feelings and relationships. WC helps teenage girls develop the tools they need to meet the challenges they will face as they transition from adolescence to independent, self-assured confident women.
A former higher education professional, Vanessa Calagna, of Willey Connections, is also a certified Wisdom Kids Coach. She launched TheKidzConnection with a mission to help children ( Ages 8-11) shift their views to turn once limiting thoughts into supportive beliefs. When children have positive self-esteem and self-confidence, they believe in themselves which allows them to trust their own unique ability to handle life’s many difficult situations. They are also less likely to succumb to peer pressure and more willing to challenge themselves, rather than let fear or obstacles diminish their dreams.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tuesday Sep 10, 2019
Tuesday Sep 10, 2019
We were very excited to have Stephanie Diamond, the Managing Director for Charitable Planning Strategies at Charles Schwab, back again to host, Creating My Philanthropic Plan. Stephanie explained how to start planning for philanthropic giving and how to find the right charitable giving vehicle that is best for you. She has used her expertise to guide her clients, families and their wealth advisors in maximizing the impact of charitable giving. She helps clients define charitable giving goals, contribute assets tax-efficiently, review different giving vehicle options and construct charitable gifts with intention.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tuesday Aug 13, 2019
Tuesday Aug 13, 2019
Thank you for joining us for our August 13th Empower Women event, Effective Communication; How to Listen & Talk in Regular Conversation. In this workshop, Jody Comins, MSW, Divorce & Family Mediator presented three types of listening skills- empathic listening, macro/micro aggression (verbal and non-verbal cues) and listening for listening. Participants experienced verbal and non-verbal cues in exercises with other participants, learned about narcissistic conversationalism, how to listen and be heard in every day conversation, and worked on communication skills.
Jody Comins, MSW is a Divorce & Family Mediator and Collaborative Coach in the Greater Boston area. She is an adult child of divorce and uses her experience to create a child-centered practice at A Better Way: Divorce Mediation. Jody is a court-approved facilitator for the required parenting classes in MA and is the creator of “Honor thy Children; Jewish Parenting through a Divorced Lens”. Her book, “Speaking Out; Voices of Adult Children of Divorce” was #1 in Parenting & Relationships and #1 in Single Parenting on Amazon.com.
Please enjoy this podcast interview with Jody Comins.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tuesday Jul 09, 2019
Tuesday Jul 09, 2019
On October 19, 2014, Suzanne’s life was changed forever. Her husband, Michael A. Iovanna was tragically killed in a car accident leaving her behind with their two children and his automotive dealership, Pride Motor Group.
In the midst of her grief, she went back to work after being a stay at home mom for 18 years. Not knowing anything about owning an automotive dealership, she went to automotive school at age 51, determined to take over for her late husband.
Suzanne’s story is one of determination and perseverance in the face of adversity. Take a listen and please feel free to comment or reach out for questions for Suzzane. If you would like to reach directly to her, let us know and we can share her info with you.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.