School of Law Alumni 1 Camino Santa MariaSan Antonio, TX 78228 +1-210-436-3011 School of Law Alumni logo St. Mary's University

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May 03
Date: May 3, 2019
Time: 8:00 am  to  2:00 pm

Location: Sarita Kenedy East Law Library & University Center, St. Mary’s University campus

A financial and estate planning event for the women of St. Mary’s University.

ScheduleRegister

Join us to learn about planning for long-term financial stability and success. This event is free and open to all St. Mary’s alumnae, employees and friends.

Lunch will be provided.

Sponsored by Wells Fargo

For questions, please contact Collanne West at cwest1@stmarytx.edu or 210-436-3774.


Schedule

8:15 to 8:45 a.m.
Registration and breakfast

8:45 to 9 a.m.
Welcome, prayer and overview

  • Welcome: Collanne Bramblett West, Senior Director of Law Alumni Relations, St. Mary’s University
  • Prayer and Overview: Julia I. Hamon, Vice President and Wealth Advisor, Wells Fargo Wealth Management Group


9 to 10 a.m.

  • Planning Across Generations: Are We Speaking the Same Language? Cynthia Ellis Rosen (J.D. ’02), Staff Attorney, Bexar County Civil District Courts
  • Estate Planning Maurine “Mo” Heinrichs Shipp (J.D. ’08), Attorney, Heinrichs & De Gennaro, P.C.


10:10 to 11:10 a.m.

  • Investing 101 Debra M. Wilkens, CFA, Vice President of Senior Investment Strategy, Wells Fargo Private Bank
  • Five Money Styles Lisa Chastain, Owner, Millennial Consulting LLC


11:20 a.m. to 12:20 p.m.

  • Entrepreneurship: A Leap of Faith at Any Age
    Presenters: Julissa Carielo (B.B.A. ’95), Owner, Tejas Premier Building Contractor Inc., and Kathleen Mayes (M.B.A. ’97), Co-owner, MaGi FoodsModerator: Katherine Howe Frilot, Vice President and Business Sales Officer, Wells Fargo Business Banking


12:30 to 1:45 p.m.
Keynote speaker and lunch

University Center, Conference Room A

Looking Fear in the Face: How I Created a Loving Relationship with Money so I Could Start to Live a Life of my Dreams

Lisa Chastain, Owner, Millennial Consulting LLC

Portrait of Lisa Chastain wearing a flowered blouseLisa has been coaching, mentoring and advising millennials for nearly 20 years. Her company, Millennial Consulting LCL, inspires women to be the boss of both their finances and lives by teaching and mentoring them on how to control their money, live purposefully and love their lives. Chastain has been in O, The Oprah Magazine; Fortune; and Entrepreneur, and was one of Las Vegas Women Magazine’s people to watch in 2018. She is a Las Vegas native and, when she is not speaking, coaching or working, she spends quality time with her 10-year-old son.


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