A financial and estate planning event for the women of St. Mary’s University.
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 email@example.com or 210-436-3774.
[row][column medium=4]8:15 to 8:45 a.m.[/column][column medium=8]Registration and breakfast[/column][/row]
[row][column medium=4]8:45 to 9 a.m.[/column][column medium=8]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
[row][column medium=4]9 to 10 a.m.[/column][column medium=8]Money Leadership Styles: Corine Wofford, CEO, Certified Master Facilitator, Be the Difference Mentor, Corine Wofford International[/column][/row]
[row][column medium=4]10:10 to 11:10 a.m.[/column][column medium=8]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
[row][column medium=4]11:20 a.m. to 12:20 p.m.[/column][column medium=8]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
[row][column medium=4]12:45 to 1:45 p.m.[/column][column medium=8]Keynote speaker and lunch
University Center, Conference Room A
Lynda Ellis (B.A.S. ’81), president, CEO and owner of Capitol Concierge
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