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ASIG-Savvy Women Talk Wealth: Getting it, Growing it, Giving it
Morrison Foerster
12531 High Bluff Dr # 100
San Diego CALIFORNIA, 92130
United States

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Tuesday, March 21, 2017, 5:30 PM - 8:00 PM PDT
Category: SIG Events

ASIG Presents Savvy Women Talk Wealth: Getting it, Growing it, Giving it

Learn smart financial management with world-class insights from our speakers: 

When: Tuesday, March 21, 2017, 5:30 PM - 8:00 PM

Where: Morrison & Foerster, 12531 High Bluff Dr # 100, San Diego, CA, 92130

We work for the purpose and ability to provide for ourselves and our families’ lifestyles and dreams. On March 21, three powerful professional women will help us explore wealth in detail: Getting it, Growing it, & Giving it

Getting it: Cynthia Hearing will share insights on maximizing Employee Benefit Programs (ie. retirement accounts & stock options) and negotiating for Executive Benefit Plans (ie. split dollar or deferred compensation) frequently found within small business and corporations.

Growing it: Learn how to grow personal success from our passions and pursuits. Financial Planning Advisor Bridget Grimes will share awareness into cash flow and investment management within personal financial planning for the future.

Finally, Joy Chang will provide input on tax-efficient transfer of wealth. Ever thought of forming a public charity or a private foundation? Joy will share an understanding of estate and gift planning, including charitable giving. 

Bridget Grimes

Founder and President, WealthChoice

Cynthia L. Hearing

Senior Consultant, Business Resource Center

Joy C. Chang

Attorney, Withers Bergman LLP

 

 

Cost: Member $25 & Non-Member $35

 

Register for the Event

Contact: admin@athenasd.org