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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 firstname.lastname@example.org or 210-436-3774.
- 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
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
- 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
University Center, Conference Room A
Lynda Ellis (B.A.S. ’81), president, CEO and owner of Capitol Concierge