PAST SEMINAR : Women Wisdom Wealth…and a Little Wine
Money is a Current, a Carrier, a Conduit for Our Intensions
When: January 14, 2014 — March 18, 2014
(Six Alternating Tuesday Evenings)
1st Tuesday, January 14, 2014 — 5:30 pm – 7:00 pm
Raise Your Abundance Frequency
Personal Finances and Budgeting (led by Sallie Klein)
- Ginni Galicinao, Family Wealth Philanthropy
- Jeanne Doremus, Law Office of Jeanne C. Doremus Esq.
- Victoria Havenan-Beatty, Victoria’s Espresso Wine Bar
- Sallie Klein, Aspen Financial Solutions
- Cari Kuhlman, Wells Fargo Private Banking
- Ali Phillips, Obermeyer Asset Management
2nd Tuesday, January 28, 2014 — 5:30 pm – 7:00 pm
Your Family’s Wealth Balance Sheet
Cardinal Rules of Investing
- Ginni Galicinao, Family Wealth Philanthropy
- Victoria Havenan-Beatty, Victoria’s Espresso Wine Bar
- Ali Phillips, Obermeyer Asset Management
3rd Tuesday, February 11, 2014 — 5:30 pm – 7:00 pm
Influences to Our Decisions
The EverChanging Mortgage Industry
- Ginni Galicinao, Family Wealth Philanthropy
- Cari Kuhlman, Wells Fargo Private Banking
- Victoria Havenan-Beatty, Victoria’s Espresso Wine Bar
4th Tuesday, February 25, 2014 — 5:30 pm – 7:00 pm
Values: Your Guides for Decisions
Conversations Around Money
A Conversation About Estate Planning
- Ginni Galicinao, Family Wealth Philanthropy
- Jeanne Doremus, Law Office of Jeanne C. Doremus Esq.
- Victoria Havenan-Beatty, Victoria’s Espresso Wine Bar
5th Tuesday, March 11, 2014 — 5:30 pm – 7:00 pm
- Strategies for Being More Thoughtful in Giving
- Your Time, Talent, and Treasure
- Status of Women & Girls in our Valley
- Words of Wisdom and Key Take-Aways
- Ginni Galicinao, Family Wealth Philanthropy
- Jeanne Doremus, Law Office of Jeanne C. Doremus Esq.
- Gayle Embrey
- Sallie Klein, Aspen Financial Solutions
- Cari Kuhlman, Wells Fargo Private Banking
- Ali Phillips, Obermeyer Asset Management
- Moderator: Judy Clauson