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 18
Date: May 18, 2018
Time: 8:15 am  to  1:45 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 and prayer: Mona Mengler, spouse of President Thomas M. Mengler, J.D., St. Mary’s University
  • Overview: Julia I. Hamon, vice president and wealth advisor at Wells Fargo Wealth Management Group


9 to 10 a.m.
Money Leadership Styles: Corine Wofford, CEO, Certified Master Facilitator, Be the Difference Mentor, Corine Wofford International

10:10 to 11:10 a.m.
Real estate, stocks, bonds, crypto currencies: With so much information out there, how do you decide what’s right for you?

Panelists: Selenne Calhamer, senior vice president, regional brokerage manager with Wells Fargo Advisors; Violeta Díaz, Ph.D., Associate Professor of Finance, St. Mary’s University; and Heather Fox, CCIM, senior real estate asset manager, Real Estate Asset Management Services with Wells Fargo Wealth Management

Moderator: Katherine Howe Frilot, vice president and business sales officer with Wells Fargo Business Banking


11:20 a.m. to 12:20 p.m.
Learning sessions (choose one)

  • A practical guide to making an estate plan: Kimberly A. Ford (J.D. ’14), associate attorney, Heinrichs & De Gennaro, P.C.
  • Funding education goals: Casey Galindo (B.B.A. ’97, M.B.A. ’02), relationship manager, Education Financial Services with Wells Fargo Bank


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

University Center, Conference Room A

Lynda EllisLynda Ellis (B.A.S. ’81), president, CEO and owner of Capitol Concierge


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