Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
4/4/2024 - By Nancy Patton
Throughout 2023 and 2024, Saltmarsh Financial Advisors will host a multi-part women-focused series centered on building confidence and community around the unique financial situations individuals may face in their lives. Featured segments will focus on the central themes of navigating loss, divorce, caregiving and philanthropic giving.
Our series is not exclusive to women, the knowledge shared is just as valuable to men and they are encouraged to attend also.
March 7, 2023 ~ Building Confidence, Part 1: Navigating Loss
Legal, financial and logistical challenges can add to the heavy emotional burden left after the loss of a loved one. While loss can be a difficult topic to discuss, one of the best ways to demonstrate care for your loved ones is to create a plan to assist in navigating the passing of a family member. Our panel addressed questions on estate planning, financial planning, emotional wellness and end-of-life medical care. Read More
May 15, 2023 ~ Building Confidence, Part 2: Taking Care While Giving Care
Women comprise 75% of informal caregivers. Whether a parent, spouse, or child needs additional care because of health challenges, becoming a caregiver has a significant impact on your life, including financial, emotional, physical, and logistical challenges. This panel addressed the transitions women experience as caregivers, offering guidance on caring for themselves while caring for others. The panel featured experts in financial planning, emotional wellness/mental health, physical health, and elder care/assisted living. Watch the Recording
Event Resources:
May 30, 2024 ~ Building Confidence, Part 3: Navigating Divorce
Embarking on a new season of independent life after divorce comes with many changes. Women stepping into this phase may find themselves with questions around the financial, legal, emotional and logistical changes that come after divorce. Our expert panel for this segment will explore ideas for making your fresh start a success. Watch the Recording
Panelists:
- Christina Doss, AAMS®, Managing Director of Saltmarsh Financial Advisors
- Beth Skarda, CPA, Shareholder, Tax & Accounting Services at Saltmarsh, Cleaveland & Gund
- Amy Piedmont, LLM, Attorney & Director at Litvak Beasley Wilson & Ball, LLP
- Sarah Horne, CFP®, Associate Financial Advisor at Saltmarsh Financial Advisors
Related Posts
- Feeling Generous? Secure Your Own Financial Well-Being First!
- Election Years & Their Impact on the Market: A Data-Driven Perspective
- The Unwinding of the Yen "Carry" Trade
- Preventing Identity Theft: Tips to Protect Yourself & Your Family
- Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today
- Father's Day: Money Lessons Learned From Dad
- What is Dollar Cost Averaging?
- Cost of Capital: A Gut Check on High-Flying Stock Returns
- A Closer Look at Today's Inflation (2024 Edition): Not Out of the Woods Yet
- Saltmarsh Hosts 'Building Confidence': A Women-Focused Event Series
- The Power of Compounding in Health and Wealth
- Exciting Returns May Not Be Expected Returns
- The Dos and Don'ts of Credit Cards: How to Use Them Wisely
- Dimensional Fixed Income Trading: Price Is Our Priority
- Magnificent 7 Outperformance May Not Continue
- Many Happy Returns
- 2023: A Year In Review
- Fiduciary vs. Suitability Standards: A Personal Reflection
- Investing is a Science, an Art, and a Practice
- The Difference the Right Financial Advisor Makes
- Scary Stories: Imposter Fraud (Webinar On Demand)
- Is a Yield Curve Inversion Bad for Stock Returns?
- How to Build and Improve Your Credit Score
- Navigating a Turbulent Stock Market: A Look at 2009-2019 versus Today
- Register Now: Navigating Turbulent Financial Markets
- View All Articles
