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Boston Convention and Exhibition Center
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05/09/2024
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One of the most influential Bostonians in 2023, Jane Steinmetz is the first woman to lead one of the "Big Four" accounting firms.
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Ernst & Young
Expand your DEI professional development with a virtual workshop focused specifically on LGBTQIA+ identities and inclusion.
Join our Transformational DEI Certificate! Our comprehensive learning & development offerings are designed to connect and grow strong leaders who lead both inside and out of the office.
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For 30 years, the Chamber’s Women’s Network has connected female professionals of all background and career levels. Today, our Women’s Network is the largest in New England, strengthening the professional networks of women each year.
The Massachusetts Apprentice Network convenes employers, training providers, and talent sources interested in developing and implementing apprenticeship programs in occupations across industries and statewide in fields such as tech, advanced manufacturing, healthcare, financial services, and more.
We support small business through public policy initiatives, events designed to connect small businesses in Greater Boston to their peers and established business leaders, professional development offerings, and free small business advising.
Explore our mission and values to better understand how we are leading the business community forward.
Our member directory is your resource to discover, connect, and engage with Boston’s businesses from every industry and sector.
Every parent, grandparent, and great grandparent wants their children to understand the value of a hard-earned dollar, to understand how to overlay values in financial decisions, to feel the sense of purpose and meaning that leads to a happy adulthood. What are the tools we have at our disposal to accomplish this? How does wealth impact our kid’s abilities to learn these lessons?
This interactive workshop will discuss how wealth can impact children at different stages of cognitive development. How this impact shines a fresh perspective and new light on some of the conventional wisdom around wealth planning. We will discuss tips for teaching kids about money and investing and introduce tools to help navigate some of the road-blocks wealth can create as children learn to find value in themselves.
Our discussion will be informed by decades of experience and research as wealth advisors and decades of experience as parents, with children ages 2 months - adult.
Speakers:
Susan Dahl – Susan’s career in finance began in 1987 and has included roles from Institutional Portfolio Manager to Chief Investment Officer to CEO. She was recently asked to give a TED talk called "Can Happy Make You Money." With three boys, one girl and many pets, organization and good refereeing skills have been a must. Gardening and an affinity for herbal tea help keep it all in balance.
Liz Darling – Liz is a mom to 4 children ages 9 to 14 who keep her very busy especially on the soccer fields.? Liz is the new mom to a furry puppy whom she loves to take on walks.? Before wealth management, Liz had a career in the real estate investment management industry.??
Jessica Grande – In addition to over a decade worth of experience in the wealth management industry, Jessica is also well-versed in all matters related to the Disney princesses with two young daughters. When Jessica is not helping clients take control over their finances or designing a “bad fairy” costume, she enjoys reading, true crime podcasts and barre classes.
https://www.levatuswealth.com/
LEVATUS, LLC ("LEVATUS") is a registered investment advisor. LEVATUS provides investment advisory and related services for clients nationally. LEVATUS will maintain all applicable registration and licenses.
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Thursday Oct 18, 2018 6:00 PM - 7:30 PM EDT
Thursday, October 18, 2018 6-7:30pm
Boston Public Library Kirstein Business Library & Innovation Center 700 Boylston Street Boston, MA 02116
Boston Public Library
Kirstein Business Library & Innovation Center
700 Boylston Street
Boston, MA 02116
Free
http://www.levatuswealth.com
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