Women & Wealth Financial Education Luncheon Series
Despite making strides in education and in the workplace, many women aren’t as confident and knowledgeable about financial matters as men. To help close this gap in financial literacy, the Private Bank is offering an empowering and educational series with topics to help ensure your financial legacy is properly positioned for you and future generations.
Learn more or attend the Women & Wealth event series
We do much more than manage wealth: We aim to add value to your life. Through financial awareness, our financial education luncheon series seeks to empower women, enhance their confidence and support their financial success.
Trust and Estate Planning: 1/24 with Angela Carrillo, Florida Trust Officer
When was the last time you reviewed your family plan? Who will your assets transfer to when you pass away? Who will make health decisions on your behalf when you are unable to? These are all important questions that J.P. Morgan Trust Officer Angela Carrillo will help us answer during this session. Join us on January 24 for an interactive discussion with Angela, who will discuss essential trust and estate planning concepts.
Philanthropy: 2/15 with Sarah Berg, Senior Philanthropy Advisor
Many wealthy people want to gift their money to charity, but not everyone knows how to structure gifts to make sure they are given in a way that leaves a long-term impact. Senior Philanthropy Advisor Sarah Berg helps clients to develop the tools, knowledge and connections that enable them to achieve lasting change with their philanthropy. Join us on February 15 for an interactive discussion with Sarah, who will discuss effective ways to successfully implement your philanthropic desires.
Investments: 3/7 with Anjali Paranjpe, Investment Specialist
For the first time in history, women control more of the private wealth in the United States than men. Yet talking about the financial markets and their investment portfolios is still overwhelming for many women. It can be difficult to understand what drives the volatility in the markets and how that impacts your personal wealth. Join us on March 7 for an interactive discussion with Investment Specialist Anjali Paranjpe, who will provide an update on the financial markets and discuss key investment terms to help you become more confident with your portfolio.