[Fredslist] INVITE: Come Celebrate Financial Literacy with Savvy Ladies and HWW - Networking & Panel Discussion

Kelly Welles kelly at wellesfinancialservices.com
Mon Apr 14 12:17:37 EDT 2014


Dear Tribe,
 
April is Financial Literacy Month and Savvy Ladies is Celebrating with a panel of High Water Women and Ebong Eka on closing the financial gender gap. Thurs. April 24th @ 6 PM. The cost is $50 (tax-deductible). Savvy Ladies is a 501 c3 and dedicated to providing financial education to women. Both genders are welcome to our fundraisers! :)
 
This will be held at the New Microsoft Center. We must have everyone register prior to the event. Microsoft requires our registered list of names prior to the event to gain access to the building.  See the information details in the below email. Hope to see you there.
 
Happy holidays to all,
 
 
Kelly Welles, LUTCF
Savvy Ladies Board of Directors
Presidents Council, Financial Planning Assn.
Co-chair, NY Health and Aging Resources
 
 
 


 
Kelly Welles, President           
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants 
Specializing in Insurance and Benefits
733 Third Avenue @46th St. Suite 200 
New York, NY 10017
Cell   917-626-8590
Fax   212-541-5900
________________________
WELLES FINANCIAL SERVICES
Business & Personal Financial Strategies
 
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39 Broadway, Suite 1730, New York NY 10006 ~T:646.216.8988~F:646.219.6799~E:regina at savvyladies.org~W:www.savvyladies.org
 
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From:Savvy Ladies [mailto:stacy at savvyladies.ccsend.com] On Behalf Of Savvy Ladies
Sent: Tuesday, April 08, 2014 3:47 PM
To: Regina Ryan
Subject: Come Celebrate Financial Literacy with Savvy Ladies and HWW - Networking & Panel Discussion
 
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Presents 
   
   
Working to Close the Gender Gap in Financial Literacy:
A Call to Arms - You Know It But Why Don't You Do It? 
 
A Panel Discussion and Networking Fundraiser Event
Celebrating Financial Literacy Month
 
April 24, 2014
6:00 PM - 8:30 PM
New Microsoft Center
11 Time Square, New York NY 10036
(8th Avenue between 41st and 42nd Streets)
Must Register to Attend 
REGISTER TODAY  
  
 
Come join us for networking, wine/cheese and a thought-provoking panel discussion.
 
Panel Moderator: 
 
Diane King Hall joined NY1 in February of 2010 as the news channel's business anchor/reporter. Prior to NY1, Mrs. Hall worked as a freelance reporter for CNN and as a contributing business anchor/reporter for Reuters Television.  In 2006 and 2005, as a segment producer, she produced segments for BBC's World Business Report.She also received a bronze Telly Award for a report on L'Oreal Brandstorm, an international marketing competition for students.  Mrs. Hall earned a Bachelor's of International Affairs from the University of Cincinnati, and completed Wharton Seminars for Business Journalists. 
 
Discussion Panel:
 
Jennifer Barrett is Editor-in-Chief, and VP, at DailyWorth.com, a website for women that focuses on money and career. An award-winning journalist, editor, and author with a specialty in personal finance,  Jennifer has more than 15 years of experience in print and digital journalism.     
 
 
 
 
 
Ebong Ekais a tax and small business expert who regularly appears on MSNBC, Fox News, Fox Business Channel, NBC and CNN.  Ebong was also a popular face in primetime and cable television for his role on Bravo's "The Real Housewives of DC". Ebong gives real life-practical money solutions, tailored to the everyday person, the aspiring entrepreneur and the small business owner.
 
 
 
 

Lisa Scherzerhas been the Personal Finance Editor at Yahoo Finance for more than 3 years. She edits personal finance features and work with Yahoo partners and in-house reporters on fun and quirky features as well as consumer-focused stories that are timely and actionable.
 
 
 
 
 
 
 Focus of Panel Questions:
	* The rise of the female breadwinner. 
	* Maximizing your economic potential.
	* Money clubs/groups.
	* The paralyzing problem of too many choices.  
	* Financial literacy from what age? 
	* Investing for Women
 
High Water Women(HWW) is a 501 (c) 3 organization founded in 2005 by women in the hedge fund and investment industries with a focus on  the economic empowerment of women and youth. In partnership with the Muriel Siebert Foundation, HWW provides after-school programs in financial literacy for thousands of low-income teens in NYC. In spring 2014, HWW will extend financial literacy instruction to community college students and low-income adults. HWW trains business professionals to become volunteer financial literacy instructors.  Read more about High Water Women!
 
SAVVY LADIES, founded in 2003, is a nonprofit 501(c)(3) organization that provides free financial planning to women. Savvy Ladies has helped over 10,000 women across the spectrum of ages, life experience, ethnic backgrounds and income levels identify their goals, make proactive choices about their finances, and lead richer, more rewarding lives. Savvy Ladies instills the importance of financial planning and provides women with the resources to make educated financial decisions for themselves and their families.Studies have shown that living without financial awareness leaves women particularly vulnerable, and that nearly half of all women fear losing all their money and becoming homeless. Stacy Francis (CFP® CDFA™), whose grandmother stayed in an abusive marriage for fear of becoming a bag lady, founded Savvy Ladies to authentically empower women to control their own destinies and to foster greater financial well-being one woman at a time.
 
Savvy Ladies offers programming and events that broadly disseminate financial planning resources and creates secure forums for women to network and ask financially-related questions. Inspired by the scope of Savvy Ladies' mission and the size and spirit of its community, some of America's leading financial planning experts have served as keynote speakers. Read more about Savvy Ladies!
 
 
 
  
 
 
 REGISTER TODAY!
 
 
 
       
 
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