Talks and programming by women, for women, on money-related topics.
Kathleen Nemetz, MBA, CERTIFIED FINANCIAL PLANNER™, Wealth Advisor and Partner, teams with a broad range of female experts to bring rich, lively discussions on money related topics. Our live talks take place in the San Francisco Bay Area. Because of the Covid 19 virus, we will soon be offering video talks using Zoom on the same important subjects. Stay tune for an announcement of the dates and times, and registration information.
Our most recent live event featured Alexia P. Cloutier, CPA; Patricia A. Mayer, JD, LLM, Certified Specialist, Estate Planning, Trust and Probate Law, State Bar of California Board of Legal
Specialization; and Kathleen Nemetz. We addressed "Messy Problems With Taxes and Estates, 2020." A recap of this event is available at the link below.
Speakers for each of our events are women who share views on various aspects of money from the perspectives of their own professions. For instance, see our televised show entitled, "Love and the Law," exploring how family, probate and tax codes and case law affect our financial decisions with loved ones.
Replay link: https://vimeo.com/313304907
Please note that Kathleen is now affiliated with Stratos Wealth Partners and LPL Financial, member FINRA and SIPC, and is based in Prescott, Arizona. Our next event series will be focused on divorce, with family law attorney Stephanie Willison and CPA David Snyder. To register click here.
Our most recent live event featured Alexia P. Cloutier, CPA; Patricia A. Mayer, JD, LLM, Certified Specialist, Estate Planning, Trust and Probate Law, State Bar of California Board of Legal
Specialization; and Kathleen Nemetz. We addressed "Messy Problems With Taxes and Estates, 2020." A recap of this event is available at the link below.
Speakers for each of our events are women who share views on various aspects of money from the perspectives of their own professions. For instance, see our televised show entitled, "Love and the Law," exploring how family, probate and tax codes and case law affect our financial decisions with loved ones.
Replay link: https://vimeo.com/313304907
Please note that Kathleen is now affiliated with Stratos Wealth Partners and LPL Financial, member FINRA and SIPC, and is based in Prescott, Arizona. Our next event series will be focused on divorce, with family law attorney Stephanie Willison and CPA David Snyder. To register click here.
