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empowering women with free financial education
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👀 There are plenty of virtual seats available! 👀 There are plenty of virtual seats available! Your purchase will allow us to fund our Free Financial Helpline that reaches more than 3,000 women in need each year. YOU can still make a difference - Purchase your virtual ticket at our #linkinbio.
 
#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
Supporting women's financial independence is impor Supporting women's financial independence is important, and now you have the opportunity to make an even bigger impact! An anonymous donor has pledged to match up to $10,000 for donations received. Your support matters! Join us in making a difference by donating to Savvy Ladies today. Your contribution helps empower women with free financial resources and advice. Together, we can make a difference!
 
#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
Big news: an anonymous savvy donor will match up t Big news: an anonymous savvy donor will match up to $10,000 for any donations received this weekend! Donate this weekend and help us make the match at our #linkinbio.
 
#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
Join us virtually at our Gala on Wednesday, Novemb Join us virtually at our Gala on Wednesday, November 1st and be part of Savvy Ladies as we change the culture of money silence now. And a special thank you to our Patron Sponsors! We could not achieve our mission without your unrelenting support!
 
#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
Savvy Ladies equips women with the educational too Savvy Ladies equips women with the educational tools and personalized 1:1 financial guidance to provide real answers and strategies to enhance financial well-being while reducing financial anxiety, targeting underserved communities and minority women to ensure they are better prepared to understand a better course of action to take with their finances. With your help, this year we served 1,900 helpline clients improving their financial confidence to 80%! Be part of the positive change in the lives of women! Help champion the advancement of free financial education for women and the families they support. Support this important cause today by purchasing a virtual ticket to our Annual Awards Gala at our #linkinbio.
 
#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
⭐ The Rising Star Young Leader Award ⭐ is give ⭐ The Rising Star Young Leader Award ⭐ is given in recognition of a young professional who has impacted the field of financial education for women, believes in and advocates for financial equity, and inclusion, and demonstrates a commitment to financial well-being. Help us celebrate our ⭐ 2023 Rising Star: Kayla Kennelly, Head of East RIA Custody Sales, @goldmansachs Meet the honorees and purchase your gala ticket at our #linkinbio. #SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
You aren't going to want to miss this one! Attend You aren't going to want to miss this one! Attend our exclusive Changemakers Panel to hear directly from our 4 incredible changemakers on how we are changing the culture of money silence for women. Join us along with moderator, NASDAQ's Global Head of Purpose and President of the Nasdaq Foundation, Jailan Griffiths, to celebrate and get insight from Chanel Frazier, Sheena Gray, Stephanie Link, and Clara Sierra. Learn more & purchase your ticket at our #linkinbio.
 
#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
🌟 Introducing our incredible gala emcee, @berco 🌟 Introducing our incredible gala emcee, @bercoonyc! 🌟 Join us in getting to know @cnbc's reporter who has covered financial markets, business news, and health care with expertise and dedication. From the Affordable Care Act to the impact of the Covid pandemic, Bertha has delved into the most pressing topics of our time, exploring how innovation and consumer-centered approaches are shaping its future. With over two decades of experience at CNBC, Bertha has brought us insights from the tech sector, the New York Stock Exchange, and beyond. Her remarkable journey from Yahoo Finance Vision to ABC News One has proven her versatility and talent. We can't wait to have Bertha as our emcee for this year's gala! It's a night you won't want to miss. Secure your ticket 🎟️ at our #linkinbio. 

#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
The Stacy Francis Awards for Excellence in Mentors The Stacy Francis Awards for Excellence in Mentorship honor two individuals (mentor/mentee) who mutually impact one another’s lives and careers. The Awards reflect the legacy and impact of mentorship in advancing women’s financial empowerment and leadership. Paying tribute to Stacy Francis, CFP, CDFA, CES, founder of Savvy Ladies, this pair of awards honor Stacy as a mentor to a generation of rising women leaders in the financial services industry and beyond.

Help us celebrate: Dana Cox, MBA, PMP and Mara Cristina Tache

Meet the honorees and purchase your gala ticket at our #linkinbio.
As Savvy Ladies gears up to celebrate 20 years, we As Savvy Ladies gears up to celebrate 20 years, we want to honor, praise and thank our amazing board for their work and ongoing support! We simply couldn't do it without you! Please help us support their efforts by buying a ticket to the gala or donating if you can at our #linkinbio.
 
#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers #FinancialConfidence #FinancialAwareness #FinancialJourney #FinancialWellness #FinancialFreedom
Celebrating male allyship, the Savvy Ladies Male A Celebrating male allyship, the Savvy Ladies Male Ally Awards honors men in the financial field who have gone above the call of duty to support their female colleagues, bringing about positive change, valuing equality, and actively working to achieve it. 
 
Help us celebrate: Eric Tepper of JP Morgan Wealth Management, Michael Francis, @niravtolia, and @kevinolearytv. 

Meet the honorees and purchase your gala ticket at our #linkinbio.

#SavvyLadiesTurns20
#PowerOfTheAsk
#BreakTheSilence
#ChangeMakers
#ExcellenceInMentorship
#MaleAllies
#FemaleFinFluencers
#FinancialConfidence 
#FinancialAwareness
#FinancialJourney
#FinancialWellness
#FinancialFreedom
📰 Did you see the news? Savvy Ladies is please 📰 Did you see the news?

Savvy Ladies is pleased to announce the 2023 Savvy Ladies Honorees, who are each exceptional leaders supporting & leading financial empowerment for women. Each honoree, recognized for their unwavering commitment to financial education & advancement of financial wellbeing for women, will be honored at this year's Gala Celebration on November 1st, 2023, hosted at the Salesforce Tower, Bryant Park, NYC, and livestreamed.

There are 2 ways you can participate and support free financial education for women:
🎟️ 𝗕𝘂𝘆 𝗮 𝗧𝗶𝗰𝗸𝗲𝘁: Join us in person at the Salesforce Tower as we come together to honor our outstanding honorees. Secure your ticket by clicking here and experience an unforgettable evening of inspiration and empowerment. https://lnkd.in/egbMmhT8
💲 𝗗𝗼𝗻𝗮𝘁𝗲: If you cannot attend the gala but still want to support our cause, you can donate by clicking here. Every contribution makes a difference in helping us continue our efforts to empower women through financial education. https://lnkd.in/gFMJp-F7

🔗 Read the full story: https://lnkd.in/gE5uPR4Z

#SavvyLadies #PowerOfTheAsk #SavvyLadiesGala #SavvyLadies20 #NYC #SalesforceTowerNYC #FinancialLiteracy #FinancialEmpowerment #FinancialEducation #Women #ChangeMakers #MaleAllies #ExcellenceInMentorship #FinFluencers #GivingBack
Savvy Ladies is launching an exciting new award th Savvy Ladies is launching an exciting new award this year to recognize women who are making learning about money fun and accessible and extending financial education to new women’s communities. 🙌🏿🙌🏽🙌🏻

We're honoring top female financial influencers, 40 and under, that speak out 🗣️ about the importance of financial well-being for women. 

Help us celebrate these Female Finfluencers 🎉@heyberna @theemoneyplug @mrsdowjones @jamilasouffrant @investinglatina Meet the honorees and purchase your gala ticket at our #linkinbio.

#poweroftheask #savvyladies #savvyladiesawardsgala #savvyladiesgala #savvyfemalefinancialinfluencers #finfluencers #womenempowerment #womenandmoney #financialwellbeing #finance #women
Stacy Francis 🌟 is the founding visionary of Sa Stacy Francis 🌟 is the founding visionary of Savvy Ladies and has served as the organization's Board Chair since 2003. Stacy started a career in the financial services industry and founded her nonprofit organization after watching her grandmother remain in an abusive marriage 💔🔗💵 as a result of her fears about financial security.

Stacy is fiercely committed to addressing the gender gap ♂️❌♀️ in financial knowledge and self-confidence, and believes building financial knowledge is the key to women's empowerment

Join us on November 1st to celebrate 20 years 🎉2️⃣0️⃣🎂 of Savvy Ladies empowering financial education and championing financial literacy for women! Link in bio. 

#SavvyLadiesTurns20
#PowerOfTheAsk
#BreakTheSilence
#ChangeMakers
#ExcellenceInMentorship
#MaleAllies
#FemaleFinFluencers
The Change Makers of the Year Award 🏆 is given The Change Makers of the Year Award 🏆 is given to women who are making a significant difference in the lives of women.

Honorees are chosen for their demonstrated valuable actions that have impacted the importance of creating a positive environment for change and supporting financial education and literacy for women.

Please help us celebrate: Chanel H. Frazier, JD, LL.M., Stephanie Link, Sheena Gray, and Clara Sierra!

Meet the honorees and purchase your gala ticket here: https://www.savvyladies.org/savvy.../annual-gala-benefit/
#SavvyLadiesTurns20
#PowerOfTheAsk
#BreakTheSilence
#ChangeMakers
#AwardHonorees
Experience a night of inspiration, empowerment, an Experience a night of inspiration, empowerment, and celebration! 🥂🌟 The Savvy Ladies' 20th Anniversary Gala is not just an event; it's a movement. We've brought together the brightest minds in finance and mentorship, all under the mesmerizing lights of the Salesforce Tower, Bryant Park, NYC. 

Whether you're looking to network with industry leaders, be inspired by our extraordinary honorees, or simply enjoy a night out in the heart of NYC, this is the place to be. By securing your ticket, you're not only attending a gala but also supporting a powerful cause and mission. 👉 Secure Your Gala Ticket Now for November 1, 2023, and stand with us in empowering and reshaping the financial world! Link in bio. 

Honoring: 
🏆 Change Makers: Chanel H. Frazier, Stephanie Link, Sheena Gray, Clara Sierra 
🏆 Excellence in Mentorship: Dana Cox, Mara Cristina Tache 
🏆 Male Allies: Eric Tepper, Michael Francis 
🏆 Rising Star: Kayla Kennelly 
🏆 Female FinFluencers: Bernadette Anat, Markia Brown, Haley Sacks, Jamila Souffrant, Jully-Alma Tavares 

#SavvyLadiesTurns20 #PowerOfTheAsk #BreakTheSilence #ChangeMakers #ExcellenceInMentorship #MaleAllies #FemaleFinFluencers
Culture. Community. Communication. Confidence. The Culture. Community. Communication. Confidence.
The 4C's of Financial Wellbeing. Join our upcoming live panel discussion on Wednesday, June 14th 6:00 PM ET featuring industry leaders and experts addressing your money mindset.

Registration is free: https://www.savvyladies.org/get-health-savvy-2023/

Discussion moderated by Kathleen Burns Kingsbury with our panel of esteemed industry professionals Barbara Archer, Aja Evans, LMHC, Nina Jackson Mindy Neira (Cleaveland), CFP®, ChSNC® and Manisha Thakor
Join our upcoming live panel discussion on Wednesd Join our upcoming live panel discussion on Wednesday, June 14th 6:00 PM ET featuring industry leaders and experts addressing your money mindset. Learn about the 4’C’s of Financial Wellbeing: #culture #community #communication #confidence for #womenfinancialempowerment 
Discussion moderated by @kathleenburnskingsbury with our panel of esteemed industry professionals Barbara Archer, Aja Evans, LMHC, Nina Jackson, Mindy Neira, CFP®, ChSNC® and @manishathakor
April is #FinancialLiteracyMonth At Savvy Ladies, April is #FinancialLiteracyMonth

At Savvy Ladies, we believe that knowledge is power, and when it comes to money, financial literacy is the key to unlocking a brighter future.

We're thrilled to provide a comprehensive suite of FREE financial education resources throughout the year, empowering you to enhance your financial know-how and make well-informed decisions about your money. 

📝 Courses: From budgeting basics to investing essentials, our expert-taught courses are designed to empower individuals of all ages and backgrounds to take control of their financial journey. 

📚 Articles: Stay informed and inspired with our extensive collection of articles, covering a wide range of topics, including debt management, saving strategies, and retirement planning. 

🖥️ Webinars: Join a live or session or browse the library of webinars featuring industry professionals and guest speakers who will share their insights, advice, and tips to help you navigate the world of personal finance. 

👉  Register for our free courses, explore our articles, and sign up for webinars 👉 @savvyladies link in bio

#FinancialLiteracy #FreeEducation #InvestInYourself #FinancialFreedom #KnowledgeIsPower
Savvy Ladies is headed to @nasdaq to ring the clos Savvy Ladies is headed to @nasdaq to ring the closing bell today in celebration of empowering women with financial knowledge for 20 years! 

@stacyfrancisfinancial founded Savvy Ladies 20 years ago to provide free financial education for women. 

Link in bio to watch the ceremony livestream of the bell ringing today at 4 PM ET
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Yaela Shamberg is Co-Founder and Chief Product Officer at InvestCloud. Over the last 10 years, Yaela has helped elevate the company into a leading global financial technology platform. Today, InvestCloud supports trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies. She plays a critical role in the company’s path of innovation and commitment to building beautifully designed apps. As one of the co-founders, she values and cultivates the dynamic and fresh culture of InvestCloud. Prior to this, Yaela worked for Credit Suisse and holds a master’s degree in taxation from the University of Colorado, Boulder. She proudly sits on the board Food on Foot, a Los Angeles based non profit getting homeless individuals back into independent living.

Laura Stone has been at JPMorgan Chase for 37 years. She is a Regional Director at J.P. Morgan Wealth Management. She previously served as
Midwest Divisional Investment Manager and a Market Director for the wealth business in Chicago. She also worked in J.P. Morgan’s Private Bank for 25 years, managing a variety of high net worth and affluent teams, as well as business segments including corporate executives, professionals and firms, entrepreneurs and trust clients. Prior to joining JPMorgan Chase, she worked for the United States Olympic Committee.

Laura has a bachelor’s degree from Indiana University and an MBA from Northwestern University’s Kellogg Graduate School of Management.

Laura lives in Wilmette, Illinois with David, her husband of 37 years. They are proud parents of two adult children.

Kimberly Ambrogio is a Market Director at J.P. Morgan Wealth Management, overseeing financial advisors in the Lake County East market in Illinois. Kimberly joined the firm in 2007 as a Financial Advisor and has held additional roles as Investment Manager and Supervisory Manager before taking on her current role in 2018. Kimberly has over 28 years of experience in the financial services industry and has held several positions across multiple lines of business.

Kimberly is actively involved with mission work primarily focusing on human trafficking. She has worked with ZOE and In His Steps International, traveling to both Thailand and Cambodia. Kimberly is also involved with Sak Saum, an organization that promotes rescue and rehabilitation of human trafficking victims.

Kimberly lives in Rockford, Illinois with Tony, her husband of 28 years. She is the proud mother of two sons. When not at work, you can find Kimberly on the sidelines of her husband’s football games taking all of the team photos.

Suzanne Siracuse specializes in advising financial services firms on innovative business strategies, distinctive marketing programs, and impactful advocacy initiatives around diversity, financial literacy, and next-gen talent.

Suzanne is also the Creator and Host of The Big Reveal Podcast Series, where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!

Suzanne is the former CEO and Publisher of InvestmentNews, where she oversaw the vision and strategic direction for all their platforms, including print, digital, events, and research. Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.

An industry thought leader, Suzanne is a sought-after speaker, moderator, and columnist on topics ranging from marketing and leadership to financial literacy and fintech.

Jailan is responsible for the company’s philanthropic, community outreach, corporate sustainability and employee volunteerism programs. Jailan serves as President of the Nasdaq Foundation and leads its mission to reimagine investor engagement to equip economically disadvantaged communities with financial knowledge and to increase capital markets participation for minority and female entrepreneurs. She is also a member of the board of the Nasdaq Entrepreneurial Center in San Francisco.

Prior to joining Nasdaq in 2016, Jailan worked at Dow Jones, serving as head of marketing for The Wall Street Journal, and head of marketing for Dow Jones Enterprise products including Factiva, Newswires, VentureSource, and Risk and Compliance. She previously worked at Thomson Financial. Jailan holds a Master of Arts (Hons) in History from The University of Edinburgh.

Veronica Dagher is an award-winning Wall Street Journal personal finance reporter and the author of the WSJ ebook, “Resilience, How 20 Ambitious Women Used Obstacles to Fuel Their Success.” Ms. Dagher hosts videos for WSJ’s Twitter account and is a regular guest on the Fox Business Network, Yahoo! Finance, Cheddar and other national media where she speaks about personal finance, markets and the economy. She created, hosted and produced the WSJ podcast, “Secrets of Wealthy Women,” where she interviewed some of the most successful women in business, media and entertainment. Ms. Dagher is a frequent panel moderator and keynote speaker. She received her M.B.A. from Fordham University.

Jeffrey Grinspoon works with business owners and executives formulating business succession plans, managing liquidity events and executing wealth transfer strategies.

He has been recognized in the Top 100 Independent Advisors by Barrons from 2015-2021 as well as Forbes Top Wealth Advisors in 2016-2021 and Forbes Top 250 Wealth Advisors Nationwide 2016-2021. In addition, Mr. Grinspoon was listed in 2005-2007 as one of The Winner’s Circle Top 50 Advisors in the Virginia Business Magazine and from 2014-2018 on the Barron’s Top 1200 Advisors 2019-2021 (nationwide), most recently he was ranked #2 in the state of Virginia. Mr. Grinspoon has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Gary Rosen is the partner-in-charge in the Firm’s Valuation, Forensic & Litigation Services group for the NY Region. He provides accounting, audit, and consulting services, including solvency, valuation opinions, and asset recovery for numerous closely-held and public corporations, real estate entities, financial services institutions, business development companies, private equity funds, government agencies, and international corporations. Gary holds the CPA, CFE, CFF, CVA, and CGMA accreditations.

Mr. Rosen has approximately 40 years of financial advisory, consulting, and public accounting experience with an extensive background in fraud engagements, forensic accounting, complex litigation matters, shareholder/partnership disputes, and other areas of investigative accounting.

He has testified as an expert witness in numerous litigation cases in a variety of federal and state courts regarding agreed-upon procedures reports, fraud, lost profits, valuations, white-collar crime, solvency, commercial and residential real estate, product liability, estate matters, shareholder and partner disputes, and matrimonial matters. Where he is able to communicate complex financial information in a manner judges and juries can understand.

Kristi Martin Rodriguez currently serves as Senior Vice President of the Nationwide Retirement Institute® for Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and industry leaders on issues impacting their ability to have a secure financial future.

In her current role, Kristi oversees an extensive network of knowledgeable professionals who provide hands-on consultation to develop client strategies and address the major concerns America’s workers face when planning for retirement. Through timely insights, education and client-ready tools, both financial professionals and individuals are able to work directly with Nationwide to increase their awareness and knowledge of complex financial topics such as retirement income planning, health care, long-term care and Social Security.

Kristi is an active member of the community, working with several non-profit and social organizations that aid unserved communities throughout the country. Kristi was one of the founding members of the Ohio chapter of The National Association of Securities Professionals (NASP), an organization helping people of color and women achieve inclusion in our industry. Kristi serves as a board member for Kindway, a non-profit organization dedicated to the successful re-entry of incarcerated men and women into the community. Additionally, Kristi is a member of the Board of Trustees for The American College of Financial Services.