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
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.
Monday May 28, 2018
Monday May 28, 2018
Danielle will share her expertise on nutrition and how it relates to our overall health. She will offer solutions, resources, and tools to equip us with the ability to remain (or get) on top.
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.
Monday Apr 16, 2018
Monday Apr 16, 2018
Meredith Pensack hosted Understanding Long-Term Care Insurance. She is a long-term care insurance planning specialist representing the top long-term care providers. In addition to representing traditional LTC coverage options, she also represents “hybrid” solutions that include a death benefit. Meredith was voted “Top 10 Women Insurance Agents” by Boston Women’s Business Journal.
Meredith advises individuals, families, and small businesses on the appropriateness of long-term care coverage. She has helped many small business owners and self-employed individuals take advantage of the favorable tax treatments available for long-term care benefits.
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.
Tuesday Apr 03, 2018
Tuesday Apr 03, 2018
Susan Snow was not able to host “Ins & Outs of Assisted Living” but we are thankful to her for recording the interview without the event.
Event Description
Susan has been at Youville Place for nearly two years helping families and new residents make a smooth transition to assisted living. She worked for 15 years as Project Manager for a national human services firm helping families find the supports that they needed. Her interest in working with older adults later led to a position as Outreach Assistant with the Lexington Senior Center. A long-time resident of Arlington, Susan enjoys biking, kayaking, and birding. In the summer she might be found at Little Lake Sunapee in New Hampshire with family and friends. She especially enjoys spending time with the littlest family members — four girls and two boys between the ages of 1 and 6, as well as numerous cats and dogs!
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.
Friday Feb 16, 2018
Friday Feb 16, 2018
In our February EWS event, LuSundra Everett hosted "How to Read Your Tax Return". LuSundra is a tax professional specializing in the home business industry. She started in the home business industry in 2009. It was with that first tax return after being a home business owner that piqued her interest in tax preparation.
During her tax career, she has encountered numerous home business owners having trouble with taxes. She had enough of seeing her fellow Home Business owners earn money, only to get in trouble with the IRS. She has made it her personal mission to become YOUR Home Biz Tax Lady, to help home business owners understand what is going on with their tax situation and how to win the tax game!
Outside of tax season, LuSundra runs an ecommerce business and is a personal development specialist. Her mission is to assist others in building a solid foundation of self on which to build your success.
LuSundra currently resides in the Boston area with her husband and two children, and is Enrolled to Practice before the IRS.
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.
Tuesday Feb 06, 2018
Tuesday Feb 06, 2018
For our January Empower Women Series event, Danielle Benaroche Gottesman, a Certified Wellness & Self-Care Coach, hosted Understanding & Making Time for Self Care. Danielle’s vast background in journalism led her to a career at WGBH and PBS International, and ultimately inspired her through personal experience to understand that balance was best achieved by making time to kindle the creative and personal fires we tend to let smolder amidst the demands of career and parenthood. Her path evolved to inspire service as a Wellness Coach (or as some have called her, a Creative Midwife). Danielle led the group in a short meditation for novices and experts, then explored ways we spend our time, the demands we all share in common, and the extenuating circumstances that throw us off course and off-schedule.
The discussion touched on three main branches of self-care via nutritional wellness, wellness via movement, and well-being through emotional balance. Using left brain and right brain approaches to finding calm in a world that demands so much of our time, Danielle offered solutions, resources, and tools to equip us with the ability to remain (or get) on top. Please share this interview we recorded after the event with eveyrone you thin can benefit from listening to Danielle's amazing insights into the world of mindfulness, meditation and self-care.
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.