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.

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Events

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: 2/1 with Angela Carrillo, Florida Trust Officer

Join us February 1 for an interactive discussion with Angela Carrillo, Florida Trust Officer, where she will discuss essential trust and estate planning concepts. Please join us for an informative session about understanding your trust and estate plan. 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 Angela Carrillo, JPM Florida Trust Officer, will help us to answer during this session.

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Philanthropy: 2/27 with Sarah Berg, Senior Philanthropy Advisor

Join us February 27 for an interactive discussion with Sarah Berg, Senior Philanthropy Advisor, where she will discuss making the most of your wealth through philanthropic giving with purpose and intent. Many wealthy people want to gift their money to charity. But not everyone knows how to structure gifts to make sure it is given away in a way that leaves the long-term impact you want. Sarah Berg helps clients develop the tools, knowledge, and connections that enable them to achieve lasting change with their philanthropy.

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Investments: 3/21 with Briana McDougall, CFA®, Investment Specialist

Join us March 21 for an interactive discussion with Briana McDougall, CFA®, Investment Specialist, where she will demystify investments and the financial markets to help you become more confident with your portfolio. For the first time in history, women control more of the private wealth in the US than men. Yet, talking about the financial markets and our investment portfolio is still overwhelming to many of us. It can be difficult to understand what drives the volatility in the markets and how that impacts our personal wealth. Join us for an interactive discussion with Briana McDougall, CFA®, Investment Specialist. Briana will enhance your confidence by discussing key investment terms and providing an easy to understand update on the financial markets.

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Mia Hyatt

Banker, Host

Naples, FL

Mary E. Kowarick

Market Team Lead, Host

Naples, FL

Lexi DiPascale

Banker Associate, Host

Naples, FL

Cynthia Lammert

Banker, Host

Naples, FL

Angela Carrillo

Florida Trust Officer, Speaker

Miami, FL

Sarah Berg

Senior Philanthropy Advisor, Speaker

New York, NY

Briana McDougall

Investment Specialist, Speaker

Tampa, FL

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Contact us to learn more about the Women & Wealth series or to reserve your spot.

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Women & Wealth Financial Education Luncheon Series

Events

Trust and Estate Planning: 2/1 with Angela Carrillo, Florida Trust Officer

Philanthropy: 2/27 with Sarah Berg, Senior Philanthropy Advisor

Investments: 3/21 with Briana McDougall, CFA®, Investment Specialist

Hosts and Featured Speakers

Mia Hyatt

Mary E. Kowarick

Lexi DiPascale

Cynthia Lammert

Angela Carrillo

Sarah Berg

Briana McDougall

Contact us to learn more about the Women & Wealth series or to reserve your spot.

Please tell us about yourself, and our team will contact you.

Contact us to learn more about the Women & Wealth series or to reserve your spot.

Please tell us about yourself, and our team will contact you.