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savvyladies

empowering women with free financial education
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Savvy Ladies celebrates International Women's Day Savvy Ladies celebrates International Women's Day and supports #financialEmpowerment for Women by providing free financial education to improve women's financial wellness to meet their current and ongoing financial obligations and feel secure in their financial future.

#FinancialEquity #EmbraceEquity
💪🏾 This Black History Month, we must address 💪🏾 This Black History Month, we must address the financial challenges faced by Black women in America today. Despite their countless achievements, they still earn just 64 cents on the dollar compared to white men. At Savvy Ladies, we're committed to empowering Black women through financial education. Join us in creating a brighter future. 

📈💰 Start taking control of your finances today with our free resources 👉 @savvyladies link in bio 

#BlackHistoryMonth #FinancialLiteracy #ClosingTheWageGap #EmpoweringBlackWomen
💪🏾 This Black History Month, we must address 💪🏾 This Black History Month, we must address the financial challenges faced by Black women in America today. Despite their countless achievements, they still earn just 64 cents on the dollar compared to white men. At Savvy Ladies, we're committed to empowering Black women through financial education. Join us in creating a brighter future. 

📈💰 Start taking control of your finances today with our free resources 👉 @savvyladies link in bio 

#BlackHistoryMonth #FinancialLiteracy #ClosingTheWageGap #EmpoweringBlackWomen
Happening Tomorrow! Divorce Savvy Series: Understa Happening Tomorrow! Divorce Savvy Series: Understanding Your Net Worth and Financial Assets

Join the live discussion tomorrow evening at 6:00 PM ET and learn from our expert panelists how to figure out your statement of net worth and untangle your financial assets from your spouses.

Featuring; @lisazeiderman Savvy Ladies VP, Managing Partner at Miller Zeiderman LLP, Gary B. Rosen, CPA, CFW, CFF, CVA, CGMA, Partner in Charge of Forensics Valuation and Litigation Service at @marcumllp for the NY Region, and Dawn Drzal, Published Author, Divorced, Single Mom. 

Register for free 👉 @savvyladies link in bio 

#freefinancialeducation #financialeducation #finedu #fintech #finance #personalfinance #FinanceSavvy
What is your statement of #networth ? Join the l What is your statement of #networth ? 

Join the live discussion this Thursday January 19th at 6:00 PM ET and learn from our expert panelists how to figure it out and untangle your financial assets from your spouses.

Featuring; @lisazeiderman Savvy Ladies VP, Managing Partner at Miller Zeiderman LLP, Gary B. Rosen, CPA, CFW, CFF, CVA, CGMA, Partner in Charge of Forensics Valuation and Litigation Service at @marcumllp for the NY Region, and Dawn Drzal, Published Author, Divorced, Single Mom. 

Register for free 👉 @savvyladies link in bio

#freefinancialeducation #financialeducation #finedu #fintech #finance #personalfinance #FinanceSavvy
Happening Now! Divorce Savvy Series: The Art of t Happening Now!

Divorce Savvy Series: The Art of the PreNup and Legacy Planning

Join the live conversation led by @lisazeiderman Managing Partner at Miller Zeiderman LLP and Stacy Francis President & CEO at Francis Financial, featuring top industry experts and start talking about your views on money and marriage.

Learn about:

- What happens with premarital property 
- What about student debt, credit card debt 
- Income and assets that are acquired while married 
... and much more!

Sponsored by @helloprenup 

Featuring: Julia Rodgers CEO & Co-Founder at HelloPrenup, Lauren Lavender CMO at HelloPrenup and Amy Holzman Trust & Estate Attorney

Register for free to get the zoom link here 👉 https://loom.ly/RlQDSjs
Join the conversation lead by our Savvy experts an Join the conversation lead by our Savvy experts and start talking about your views on money. Understand what happens with the premarital property. Will it remain separate or be joint? What about student debt, credit card debt – will premarital debts remain separate debts in the event of a divorce? Learn about income and assets that are acquired while married. What are the key questions to ask yourself as you prepare for a marriage that are important for setting yourself up for success in the Art of the Pre-Nup?

👉 @savvyladies link in bio to register 

Get Divorce Savvy Panel: The Art of the Pre-Nup + Legacy Planning

with: Stacy Francis, CFP®, CDFA®, CES™ President & CEO, Francis Financial, Lisa Zeiderman, Esq. Managing Partner, Miller Zeiderman LLP, Julia Rodgers, CEO & Co-Founder HelloPrenup, Lauren Lavender, CMO HelloPrenup and Amy Holzman, Trust & Estate Attorney

Sponsored by @helloprenup
Give yourself the gift of financial literacy this Give yourself the gift of financial literacy this yer by participating in the 12 Days of Financial Fitness challenge. 

Start with our webinars, courses and more all available for free on our website 👉 @savvyladies link in bio

#financialfitness #12daysoffinancialfitness #freefinancialeducation #holidayspending #holidaybudget 

12 Days of Financial Fitness:

Day 1: Review your life insurance coverage.  Is it working as projected?  Is the pricing up to date? Is the coverage in line with your needs?

Day 2: Examine (or create) your retirement goals.  Are the assumptions realistic?  Is it a priority?  Are you on track?

Day 3: Look at your emergency savings.  Do you have any? Is it liquid? What do you want it to cover?

Day 4: Review your disability coverage.  Do you have any?  Do you know what your policy covers, for example is it your own occupation or any occupation?

Day 5: Go thru your estate plan (or lack thereof.) Are the guardians you named for your children still the right choice?  Is the executor the right choice?  Has your life circumstances changed and those changes are not reflected in your will?

(Continued in comments)
This year, Native women have to work twice as long This year, Native women have to work twice as long to make what the average white man is paid. Demand #EquityForNativeWomen by raising awareness & centering Indigenous Women in conversations about building power.

👉 Learn more @equalpay2dayorg 

#NativeWomensEqualPay
#NativeWomensEqualPayDay 
#EqualPay #EqualPayDay #CloseTheGap #WageGap
Give the gift of financial literacy and help suppo Give the gift of financial literacy and help support women’s empowerment this #GivingTuesday 🫶 

Generous donations make it possible for Savvy Ladies to offer services like our financial advice helpline, webinars and educational courses free of charge. By making a donation, you are helping provide life-changing advice to women at risk across the US. 

#givingseason #givingback #givingtuesday2022 #givethegiftoffinancialstability #givethegiftoffinancialfreedom #freefinancialeducation #financialempowerment #financialempowermentforwomen #empoweringwomen #empoweredwomenempowerwomen #womensupportingwomen
The Change Maker of the Year Awards are given to i The Change Maker of the Year Awards are given to individuals who are making a significant difference in the lives of women. The recipients are chosen for their demonstrated valuable actions in the financial world that have resulted in creating positive change for women.

Join our 2022 Gala on Wednesday, November 16 at 6:00 pm ET and hear Jailan Griffiths, the President of the Nasdaq Foundation and the Global Head of Purpose at Nasdaq in conversation with the Savvy Ladies Change Maker Honorees Kristi Rodriguez, SVP Retirement Institute Nationwide Finance and Yaela Shamberg, Co-Founder, Chief Product Officer InvestCloud on what it means to build a healthy financial future, achieve financial wellness, and establish your wealth legacy.

Get tickets or learn more here 👉 https://loom.ly/GsvV83o
Let's close the financial literacy gap! At Savvy Let's close the financial literacy gap!

At Savvy Ladies, we do something that no one else in the country does. Our Free Financial Helpline matches women in financial crisis with volunteer Certified Financial Planners for one-on-one, free advice. In 2022, we've quadrupled the number of women assisted on our Helpline, surpassing 1,500 women across the country served year-to-date. Not to mention our free live educational sessions, panel discussions with industry leaders and hundreds of recorded webinars and articles!

Support Savvy Ladies by joining our Gala on November 16th, 2022, with both in-person watch parties and live-streaming.

Join the movement that is advancing women's financial literacy 👉 @savvyladies link in bio to get tickets or learn more.
Join us on Wednesday, November 16th, 6:00 pm ET as Join us on Wednesday, November 16th, 6:00 pm ET as we celebrate this year's Excellence in Mentorship award recipients, Laura Stone and Kimberly Ambrogio from @jpmorgan Wealth Management, and as they discuss female mentorship’s impact and future needs in the workplace with @veronicadagher - @wsj Senior Wealth Management Reporter. 

The Stacy Francis Awards for Excellence in Mentorship honor two individuals (mentor/mentee) who mutually impact one another’s lives and careers — and those of others. The Awards reflect the legacy and impact of mentorship advancing women’s financial empowerment and leadership. Paying tribute to @stacyfrancisfinancial 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. 

You don’t want to miss this live awards ceremony and panel discussions featuring top industry leaders. Secure your spot now or learn more 👉 @savvyladies link in bio 

Can’t make the event but still interested in supporting financial literacy for women? Donate with @give_lively 👉 link in bio
Fur babies bring unconditional love and joy into o Fur babies bring unconditional love and joy into our lives, but they also entail financial responsibility. If you're considering adopting a pet, or already have, join this free Savvy Session with a Certified Financial Planner and learn everything about the economics of pets.

 Register for free now 👉 @savvyladies link in bio 

🗓 Wednesday, October 26, 1:00 pm ET
📍 Zoom
🏷️ Free
It's the most wonderful time of the year... except It's the most wonderful time of the year... except for your wallet. Between presents, travel, hosting and beyond, the most magical season can wreak havoc on your finances.
 
How can keep you keep your holiday shopping aligned with your financial goals? It's easy: make a budget and check it twice! Join our free Savvy Session where a Certified Financial Planner will share tips on being proactive and planning ahead for this year's holiday spending. 

🗓 Happening today at 1:00 PM ET 👉 @savvyladies link in bio to register for free

Can’t make the live session? Subscribe to our YouTube channel to be notified when the recording is uploaded 👉 link in bio

#budgeting #holidaybudget #holidayspending #freefinancialeducation #budget #budgettingtips #budgeting101 #freewebinar #livewebinar
Join us for a live discussion with female leaders Join us for a live discussion with female leaders from different industries addressing their career successes and challenges, how they established their personal brand (and how you can too), bringing your true self to work and why authenticity is a key trait every leader needs to own.

Featuring; @siracusesuzanne Financial services business and marketing consultant, Melissa Beste Global CEO of @akrisofficial , Fiona Philip Principal and Associate General Counsel at @kpmg , and @lisazeiderman Managing Partner at Miller Zeiderman LLP

Register in advance for the in person event hosted by @akrisofficial NYC or to receive the link to the livestream 👉  @savvyladies link in bio 

#freewebinar #livewebinar #freeeducation #womeninbusiness #fallfashion #branding #careerdevelopment #careergoals
Join us for a live discussion with female leaders Join us for a live discussion with female leaders from different industries addressing their career successes and challenges, how they established their personal brand (and how you can too), bringing your true self to work and why authenticity is a key trait every leader needs to own.

Featuring; @siracusesuzanne Financial services business and marketing consultant, Melissa Beste Global CEO of @akrisofficial , Fiona Philip Principal and Associate General Counsel at @kpmgus , and @lisazeiderman Managing Partner at Miller Zeiderman LLP

Register in advance for the in person event hosted by Akris NYC or to receive the link to the livestream 👉  @savvyladies link in bio

#webinar #freewebinar #womeninbusiness #careerdevelopment
The “motherhood penalty” is a well-documented The “motherhood penalty” is a well-documented phenomenon that moms earn lower lifetime earnings/opportunities due to sexist attitudes and assumptions about their capabilities as working mothers. 

It is imperative that employers enact and employees voice support for policies that are dedicated to gender equity. Pay transparency & #equalpay practices like regular audits can help identify disparities that negatively impact working moms. 

#MomsEqualPay #MomsEqualPayDay #WageGap

Learn More 👉 @equalpay2dayorg @womenemployed
Following the 50/30/20 rule can help you make sure Following the 50/30/20 rule can help you make sure you leave room for savings in your budget:

Fixed costs that stay the same month after month, such as your rent or mortgage, car payment, and cable bill, should take up 50% of your income.

Variable costs that can change from month to month, such as entertainment, groceries, and clothing, should take up 30% of your income.

Savings should take up 20% of your income.
By setting a fixed amount to your variable costs, you are in a way turning them into fixed costs and making sure they don’t bump your total expenses over your income.

Learn more about budgeting for beginners on our website 👉 @savvyladies link in bio

#financialliteracy #financialeducation #FreeFinancialEducation #budgeting #budgeting101 #budgetingBasics
What does a successful career mean to you? Join What does a successful career mean to you? 

Join our upcoming panel series, Get Career Savvy to learn how to build your financial roadmap for a successful career.

Career Pivots, Resilience, Diversity and Inclusion
Wednesday September 21st 5:30 PM ET
@akrisofficial and Savvy Ladies invite you to an in-person panel discussion with @lisazeiderman  @siracusesuzanne Melissa Beste and Fiona Philip. We will talk about authenticity and what it means for women when they can bring their whole selves to work—including personality and appearance.

Rebooting, Rethinking and Building Resilience in Your Career
Thursday, September 29th, 6:00 pm to 7:15 pm ET
In this virtual panel, top guest panelists will discuss how to build your resilience, ask for what you are worth, and bring forward your needs in terms of flexibility, culture, and values. The conversation will focus on diversity, equity, inclusion for all women. Whether you're reentering the workforce, switching careers, or figuring out your next step, this panel is for you.

Register or learn more 👉 @savvyladies link in bio
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Since 2003 our 501(c)(3) nonprofit organization has been providing free financial education to all women. We are proud to have received the Guidestar Seal of Transparency.

Copyright © 2003-2023 Savvy Ladies LLC. All Rights Reserved.
(917) 764-3644  | info@savvyladies.org

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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.