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SEPTEMBER ROUNDTABLE – WOMEN & FINANCES: TAKING CONTROL OF YOUR FINANCIAL FUTURE
September 21 @ 12:00 pm - 1:00 pmFree – $15
Join Women in Development – New Jersey and experts Elizabeth Wagner and Ellen Jordan from Bryn Mawr Trust for an interactive discussion about taking charge of your own financial life.
In this dynamic session, we will delve into the financial challenges and opportunities that women encounter, exploring topics such as retirement, savings, budgeting, investing, and planning for critical life milestones.
Our roundtable leaders, Elizabeth and Ellen , will foster dialogue, share insights, and provide resources to help women take control of their financial present and future. You will emerge with more knowledge and confidence in discussing your financial life. Attendees will also have the opportunity to attend a brief follow-up session to answer any specific questions.
Elizabeth Baran Wagner is Senior Vice President and Director of Institutional Wealth Management for Bryn Mawr Trust, where she leads the endowment, foundation and charitable practice and sits on the firm’s Investment Policy Committee. She has over two decades of experience advising nonprofit organizations along their paths to long-term sustainability, and building charitable solutions for high net worth individuals and families. The firm’s institutional clients count on her advice on issues regarding endowment investments in particular, and she works closely with growing organizations to ensure their investment policies support their strategic goals.
Ellen Jordan manages a Women’s Wealth Practice at Bryn Mawr Trust and provides proactive wealth planning services. Most of Ellen’s clients are accomplished women who are passionate about what they do and successful in their careers and life. They are often balancing the pressures and demands of their jobs and personal life, leaving little time for managing their money. They are smart women, and while they may lack the knowledge and confidence to make necessary and important financial decisions, they want more than investment advice. They want to learn and understand what they are doing, so they can feel a greater sense of control over their future.
Ellen’s experience in wealth management and financial planning spans more than 30 years. Before joining Bryn Mawr Trust in 2007, she was a Staff Manager in the Asset Management Services Division of The Vanguard Group in Malvern, Pa.
- Are hosted on each month on Zoom. The schedule can be found at widmercer.org/events.
- Registration for each roundtable is required.
- Are always FREE for members.
- $15 for non-members.
- Roundtables provide an opportunity for open discussion and a safe place to brainstorm new ideas and strategies.
- All levels of experience in development, fundraising, and nonprofit management are welcome.
Learn more and register: https://www.widmercer.org/event-5378003