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 Apr 15, 2019
Monday Apr 15, 2019
Thank you for joining us for our April Empower women event, The Gift Behind Your Money Story, hosted by Janet Stokes. Janet Stokes, is a CPA, ICF credentialed coach, meditation instructor, and owner of the Center for Redesigning Life. Janet’s coaching practice focuses on leadership and supporting women through major life transitions– career change as it relates to whole-life purpose, post-divorce, empty nest, and retirement living. Janet’s eclectic background includes 30+ years as a CPA, as well as extensive training in bioenergetics, neuroscience and coaching. Her training and experience allow a unique melding of mind, body, and spirit that support her clients in a holistic, sustainable process. Janet gave an extremely interest discussion on what is going on in your brain and body regarding your approach and feelings around money, as well as steps you can take to shift those feelings if they are no longer serving 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.
Thursday Mar 14, 2019
Thursday Mar 14, 2019
Thank you for joining us for our March event, Why Almost Everyone Should Have a Living Trust As Part Of Their Estate Plan. Attorney Jennifer Lo, our host for the event, discussed the basics of estate planning. What does it really mean when someone says “estate plan”? What is the difference between probate and non-probate asset? How do trusts play an integral role in an estate plan to save estate taxes, streamline asset management, provide flexibility, and provide creditor protection for beneficiaries?
Jennifer Lo practices primarily in the areas of estate planning, estate and trust administration, elder law, charitable planned giving, taxation, business formation, and non-profit law. Her estate planning practice consists of working with individuals and families to develop and implement estate plans to meet each client’s dispositional goals while minimizing estate taxes. As part of this practice, Jennifer advises clients on long-term care planning for elders and special needs trust planning for parents of children with disabilities, including nursing home care financing and Medicaid eligibility. Her estate and trust administration practice consists of representing and advising fiduciaries in all aspects of the probate process and assisting fiduciaries in satisfying their obligations and duties to beneficiaries and the court. Jennifer also represents beneficiaries in disputes with fiduciaries in various estate and trust matters.
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.
Thursday Feb 14, 2019
Thursday Feb 14, 2019
Our Co-hosts for February's EWS Event, Stephanie Timmons, Karen Mariscal, and Christina Vidoli shared their expertise on this topic. Stephanie Timmons explained long-term care insurance and how it works. Karen Mariscal talked about estate planning for parents whose children are disabled and may need government benefits. Christina Vidoli talked about estate planning for elders who may need nursing home care.
During the interview, Karen and Christina expanded on some of the difficulties parents and children face navigating through the tough decisions along the way for anyone caring for a special needs family member. You can also listen to our past episode on LTC (long-term care insurance) to learn more about that aspect of funding for elder care.
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/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.
Friday Jan 11, 2019
Friday Jan 11, 2019
To kick off our 2019 Empower Women Series hosted as Lauren Altieri who presented Resolution, Solution. In this workshop, she explored the meaning of health and wellness with a focus on what that means for you.
Lauren Altieri PhD, RN and Functional Medicine Health Coach (Certification, Feb 2019) will be facilitating this workshop. Beyond her traditional education, she has taken courses in lifestyle medicine, mind-body medicine as well as healthy cooking, yoga and, mindfulness. After working in a variety of roles in the traditional healthcare model Lauren is returning to her roots to help others attain their goals toward better health and wellness. She is skilled in motivational interviewing and helping others find their own best solutions.
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/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.
Monday Dec 17, 2018
Monday Dec 17, 2018
Thank you to everyone who joined us on December 11th for our event, Time Management, hosted by Susan Stone. Susan loves helping her clients create order out of chaos and make room for joy. Susan specializes in working with the chronically disorganized, people with ADD/ADHD and all who long for a clutter-free life. Her practice allows her to work with clients to design and maintain the kind of spaciousness that brings ease, less stress, and more joy.
She is a graduate of Wellesley College and Simmons College (MBA, MSW), the Coach Approach for Organizers (COC®), holds multiple certificates from the Institute for Challenging Disorganization and has advanced training in Motivational Interviewing techniques. Susan is a Past President of the National Association of Productivity and Organizing Professionals–New England Chapter, a frequent contributor to Marblehead Patch and a guest presenter and writer for North Shore Elder Services.
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/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 Nov 13, 2018
Tuesday Nov 13, 2018
Special Education 101 and More: What Everyone Should Know About Raising and Educating A Child with Disabilities. Have you ever wondered how parents of children with special needs make sure their kids get the services they need? Attorney Tere Ramos will explain the special education process, including essential education laws, the IEP process, and how to become an effective advocate without burning bridges. Attorney Karen Mariscal will be on hand to talk about adult services, and what may be available to children with disabilities after he or she turns 22. Both attorneys have children with autism and will share their experiences, both personally and professionally.
Karen Mariscal is a special needs estate planner and guardianship attorney based in Wellesley, Massachusetts. She has been practicing law at a high level for more than 30 years. She is a passionate advocate for adults who have special needs, and their parents.
Tere Ramos is an attorney focusing her practice on education and Social Security disability law. She is the mother of two girls, one with autism. As a former legal services attorney, her life’s mission is to seek justice for low- and moderate-income families and those with limited English —people who are often underserved by the legal system.
Wednesday Oct 10, 2018
Wednesday Oct 10, 2018
For the October Empower Women Series talk, My story and why I tell it- Domestic Abuse Awareness, Jody Marchand joined us. Jody is a survivor of domestic violence whose mission is to talk about the many signs of emotional abuse. Jody has faced unimaginable tragedy in her life and with the help of her foundation Live for Liv, named after her daughter Olivia, she is telling her story and spreading awareness about domestic violence.
For those who attended the event, thank you for joining us!
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/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.
Wednesday Sep 12, 2018
Wednesday Sep 12, 2018
Whether you are currently involved in caring for an elderly family member or are concerned for your own future, this session will prepare you for “aging well.” Joined in today's podcast by Emily Saltz and Kate Granigan, two 20+ year veterans in the aging industry, in a frank discussion about aging, resources, options, and pitfalls to avoid for yourself or your loved ones.
Emily Saltz is the Founder and Kate Granigan is the CEO of LifeCare Advocates, a private practice providing aging life care management services to families in MA. Their mission is to help families negotiate the complex range of services and options available as we age.
For those who attended the event, thank you for joining us! You can download the event's takeaways here:
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/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.
Friday Jul 27, 2018
Friday Jul 27, 2018
Stephanie Diamond, the Managing Director for Charitable Planning Strategies at Charles Schwab, hosted our July event – Philanthropic Giving- Maximizing the Impact of Charitable Contributions. During our discussion, 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.
Thank you for joining us this past July 10th! Also, we have made her PPT Presentation available in this link: http://www.lexingtonwealth.com/wp-content/uploads/2018/07/EmpowerWomenLexington7.10.pdf
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
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.
Thursday Jun 14, 2018
Thursday Jun 14, 2018
Kate Grondin hosted Home Transition. Kate started Home Transition Resource in 2008 after helping her 83 year old parents pair down their possessions from a home they have lived in for over 60 years. This experience taught Kate that what started out as an overwhelming prospect for her parents actually became an enjoyable experience for them. It is this joy in the process that Kate seeks to find for all of her clients. After successfully completing this downsizing project it became clear that she wanted to dedicate her career to making this transition a positive experience for all older adults.
Kate earned a Master of Social Work degree from Simmons College School of Social Work in Boston, and worked as a hospital social worker providing crisis intervention, family support, and discharge planning for in-patients at the Brigham and Women’s Hospital. It’s this background that differentiates Kate and her team from other move managers, as HTR’s philosophy and approach to move management is very client-centered with a sensitivity to advocacy, service coordination, family dynamics and environmental support.
Thank you for joining us this past June 12th!
Here's Kate contact info: http://hometransitionresource.com
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices. Join us and spread the word. Let's continue empowering women.