Take An Active Role In Your Finances
Did you know that nearly all women will become the sole financial decision-maker in their household at some point in their lifetime?
-
- Are you saving enough to ensure a comfortable and long-lasting retirement?
- Do you know the details of your wills, healthcare proxy, and power of attorney?
- Do you have the appropriate documents in place to access information and coordinate care for your adult children should they become incapacitated?
- Are you financially prepared to care for an elderly parent?
- Have you started long-term estate planning to ensure the tax-efficient distribution of your assets to your children, grandchildren, or charitable organizations?
These questions may seem overwhelming, but taking charge of your finances can be empowering—and it’s often easier than it seems.
Join us for our first Women & Wealth event—a luncheon and panel discussion focused on financial education. Learn how to proactively protect and maximize your wealth. We’re excited to feature three female speakers, who will offer perspectives on key wealth planning issues uniquely faced by women.
Luncheon & Panel Discussion
Thursday, May 30
11 AM – 2 PM
11 AM – 2 PM
TERRAIN GARDENS AT DEVON YARD
138 Lancaster Ave | Devon, PA
We invite you to bring a female plus one – whether she’s a friend, family member, or coworker. Registration is free, but seating is limited.
This event is brought to you by Concentus Wealth Advisors, and has been organized and executed by a team of women that we are proud to call partners and friends. Together we believe that all women should embrace their economic power. Many thanks to Graham Media Partners, Terrain and Charles Schwab Investment Management for their support.
Panel Speakers
Kim Fetrow
Partner, Heckscher, Teillon, Terrill & Sager, P.C.
Kim is a fellow of the American College of Trust and Estate Counsel. She is also a member of the Pennsylvania Bar Association and its Committee on Legal Ethics and Professional Responsibility.
Kim has been named a Philadelphia Magazine Rising Star in trust and estate law in 2005 – 2007, based on a legal panel review and general survey of experienced Pennsylvania attorneys. In addition, she was named a Super Lawyer in the same publication from 2010 to the present. Kim has also been included in The Best Lawyers in America, Who’s Who in American Law, Outstanding Lawyers of America, and Philadelphia’s Best Lawyers.
Joyce Gray
Founder, GrayCare LLC
Joyce founded GrayCare LLC in September 1993. Starting out in the field, after working with another care management company for six years, Joyce has been the force behind the growth and development of GrayCare LLC. She is a Master’s Level Licensed Clinical Social Worker. She has served on the Board of the National Association of Professional Geriatric Care Managers for the past five years, functioning in a variety of roles. Most recently, she co-Chaired the National Association of Professional Geriatric Care Manager’s Annual Meeting in Philadelphia and was awarded the Presidential Award at the meeting for “dedicated leadership to the association.”
Michelle Smith
CEO, Smith FSG
Michelle works with clients providing guidance and expertise from investment details to the broad strokes of philanthropic planning and transfer strategies. Before starting Source Financial Advisors, she was a co-founder and Director of Family Wealth Management at Alexandra & James, an independent wealth advisor firm serving clients with $5 million to $40 million. In 2014, Source Financial Advisors was ranked number five in Financial Advisor Magazine‘s “Top 50 Fastest Growing Firms.”