How to Change the Networking Narrative

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Success in life is a function of our interpersonal relationships. Networking is a learned skill and does not require the personality of an extrovert. An engaging introductory conversation and exchange of business cards can build meaningful relationships when you  implement a process for  patient and purposeful follow-up. Creating a network of trusted friends and colleagues, who share information, introductions, mentoring will expand your opportunities for you, both personally and professionally.

Learning objectives include:

  • Recognize the process to network effectively.
  • Develop proven strategies to build relationships
  • Implement techniques for using social media to support and grow your network. 

About Marguerita:

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Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a member of CNBC Digital Financial Advisor Council. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial AnalystTM. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA)

Rita is a recipient of the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.

Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).

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Buy vs Rent: First time home buyers

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Are you considering buying a home? Is being a home-owner a goal of yours? This webinar is designed for first-time home buyers to consider buying vs renting, but anyone that is thinking about buying a home will benefit from this presentation. We will go through some examples that compare buying vs renting a property.

This webinar will cover:

  • Renting pros and cons
  • Buying pros and cons
  • Expenses associated with renting, buying, and selling
  • When the benefits of owning a home exceed the benefits of renting
  • New tax code

About Karina:

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Karina Sagiev has been in real estate for over 22 years. She combines her responsibilities of managing the company with being a successful real estate broker. Having helped hundreds of clients to find homes, Karina shaped a distinctive Evans customer service approach.

Karina holds an MA in International Studies from the University of Pennsylvania, speaks fluent Russian and English and some Hebrew.

About Maria:

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As a licensed associate real estate broker at Evans Real Estate Investments, Maria Pogarskaya works with international and local buyers and sellers to execute residential and commercial transactions, as well as working with investors to structure large investment projects. Maria Pogarskaya was previously a client manager at Evans Moscow in Russia, where she headed the sales department, training new agents, working to complete transactions with key clients, and managing all of the firm’s incoming clients. In 2010, Maria Pogarskaya moved to New York to join Evans Real Estate Investments. Since then, she became a top agent of the company. Her client’s portfolio includes but not limited to condo and coops, commercial rentals and sales, townhouses and even houses in suburbs. Maria’s enthusiasm and energy along with deep knowledge of the market and financial experience guarantee client satisfaction at every stage of the transaction. Beyond finding the right property Maria is ready to provide financial analyze, help to apply for mortgage, advise on everything from school to furniture store. Maria Pogarskaya successfully closed the most complicated deals of the company. She is a sincere friend to her clients; she is very professional and always reachable by phone. Maria Pogarskaya holds a master’s degree in economics and management from Moscow State University of Art. Maria speaks Russian and English. Maria is also a Real Estate Licensed Broker in Florida.

How Imbalanced Hormones can Complicate Losing those Last Few Pounds, & How to Treat Naturally

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Losing weight can seem like an uphill battle, and unfortunately, it's not you- it really is! Weight is its own endocrine organ throwing an extra wrench into messing with our hormones at any age, and any other general health concerns further makes our body really want to hold on. However, weight is usually a sign that things aren't quite right, physically and/or emotionally (think 'holding on'). In this webinar you will learn:

  • How we got to this state of dis-ease (aka no quick fix)
  • The many different factors that can throw off hormones and add weight
  • How you should choose hormone therapy, or natural remedies, or both
  • The foundations of health (e.g. nutrition, lifestyle) plus best supplements to balance hormones & feel fantastic!

About Dr. Serena:

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Dr. Serena Goldstein is a Naturopathic Doctor who specializes in treating hormone concerns such as weight, sleep, low energy, stress, PMS, peri/menopause, and andropause through nutrition, homeopathy, and botanical medicine by creating plans specific for each patient. Dr. Serena has been published in well-known health and wellness resources, such as MindBodyGreen, Consumer Health Digest, and the Hearty Soul, and appeared on Sirius XM NYU Doctor Radio and Everlast Podcast. Dr. Serena is also on the Advisory Board of Natural Practitioner Magazine.

Protecting Your Income - Disability Insurance

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The ability to earn an income is often a person's most valuable asset. This non-branded presentation provides detail concerning the risks a person faces with an emphasis on disability. It also provides an overview of the limitations of various options available to them including their employer provided group-long term disability. Supplemental Disability Income is shown as a potential solution to help fill the Disability Income Gap. At the end of the discussion, you should have a clear understanding of the risks to your income, as well as what options are available to you.

Like most people, you may have a range of financial obligations you’re responsible for, such as rent or a mortgage, retirement savings and everyday expenses. If you become disabled, you’ll still need to fulfill your commitments and provide for your loved ones. Even if you have group long term disability income insurance through your employer, it may not be enough. Individual disability income (DI) insurance may help protect more of your income if you become too sick or injured to work for an extended period of time.

When you add up your income throughout your career, it will most likely be your single biggest asset. Without it, your ability to support yourself and your loved ones, as well as the future you envision, may be in jeopardy. With so much as stake, it’s important to help protect a portion of your income with DI insurance.

You’ve worked hard to save for retirement, so it’s critical to protect the nest egg you’ve built. Since DI insurance can help you meet your current financial obligations if you become too sick or hurt to work, you may be able to avoid tapping into your retirement savings. You may also be able to purchase a DI policy designed to help you continue saving for retirement if you become too sick or hurt to work. And while they are not a retirement plan, or a substitute for one, some DI policies may help replace an amount equal to the contributions you would have made to your retirement plan if you had not become disabled.

About Matthew:

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Matthew A. DelPriore, CFP®, MSFS, CFS - Director of Financial Planning, Financial Planner, Investment Adviser Representative

Serving as a Financial Planner, Matthew began his career in the financial services industry in 2005. He graduated cum laude from Baruch College with a Bachelors of Business Administration in Finance. He spent nearly three years as an in house case consultant. During this time, he created and designed personal financial plans for the successful planners within the firm. Understanding the importance of creating and building long lasting relationships, as well as his passion for helping individuals reach their financial goals, is what inspired him to build his own Financial Planning practice.

At Fortis Lux Financial, Matthew’s primary focus is to ensure his clients have a financial game plan for the road ahead. Through the Financial Planning process, he works closely with his clients to carefully understand their personal objectives, goals, and concerns. From there, he will assist them in creating strategies that are specific to his client’s needs.

His areas of primary focus are Financial Planning, Investment Planning, and Retirement Planning. He earned the CERTIFIED FINANCIAL PLANNER™ designation as well as the Certified Fund Specialist® designation. Matthew also holds his series 7, 63, and Life & Health Insurance licenses.

Matthew is an active member of the Financial Planning Association of NY. He also serves as a part of the FPA Pro Bono committee, where he helps spread financial literacy to various individuals and families.

Matthew resides in Matawan, NJ with his wife Nichole. His outside interests include traveling, fine dining, snowboarding, and golf.

3 Proven Sales Funnels for Booking More Clients Consistently (even if you don't have a big email list!)

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During this Live Interactive Workshop, you will discover:

  • How to position yourself as an expert AND turn it into SALES (without hanging out tirelessly in Facebook groups)
  • How to bring warm leads into your business and have them book you for your sales calls
  • How I land clients who are pre-sold into working with me using this #1 strategy - predictably AND consistently!
  • PLUS, we’ll have a rapid-fire Q & A ’til you say when!

About Stephanie:

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Stephanie Treasure is an Online Marketing Strategist & Business Mentor and International Speaker. She mentors women coaches, consultants and service-based business owners to utilize the Internet to expand their reach, create expert & authority status and enroll more clients without overwhelm.

She works with a few private clients at a time in her high-touch coaching programs.  She has also rolled out group coaching experiences that allows her to leverage her time and expertise.  Her clients have achieved results like: achieving milestone 5-figure Months, getting published in The Huffington Post & other high-profile outlets, becoming published authors, securing speaking opportunities after becoming highly visible, more leads and exposure for their brands all from utilizing her proven strategies. 

Stephanie has had appearances on radio shows, online events and leading online publications like The Huffington Post and international speaking events.  She has lived in 2 Countries, loves photography, travelling and eating healthy. She has a teenager who keeps her on her toes and makes her laugh every day.  For support on how you can get powerfully visible online, create authority status & stand out in your niche so you can get more clients, reach out to her via her website at www.StephanieTreasure.com

Rewrite Your Money Story, Change Your Life

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Do you tell yourself money stories? Is there a little voice in your head saying “you’re no good with money,” or “you’re not capable of getting a handle on your finances,” or “you’ll never manage to save enough”?

Negative, demoralizing stories like these can keep you from living a happy, healthy financial life. But positive money stories can inspire you to take essential steps toward financial wellbeing.

Kelley Holland, an award-winning New York Times/Business Week/CNBC business and personal finance journalist turned money coach, will help you change your money story and embark on a new financial life. She’ll also share practical tips and suggestions for jumpstarting your journey.

You’ll walk away with:

  • A new, empowering money story for yourself
  • Clarity about your dreams and financial goals
  • Four money moves that will launch your financial transformation!

About Kelley:

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Kelley Holland is the founder of Own Your Destiny Coaching, a life and money coaching practice. She empowers her clients, most of them women, to realize their dreams by transforming their relationship to money. Through workshops and one-on-one coaching, she helps clients conquer their money gremlins, develop financial confidence, and build healthier money habits so they can achieve financial wellbeing.  

Kelley became a coach after two decades as an award-winning business and personal finance journalist with The New York Times, Business Week, CNBC, Money magazine, and more. Earlier, she was a securities analyst for a top Wall Street firm. She is passionate about helping women find their strengths, engage with their finances, and take charge of their money lives so they can achieve their goals.

One of Kelley’s strong suits is her ability to de-mystify and explain financial concepts in clear, accessible terms. Workshop participants and clients who have worked with Kelley describe her as “an excellent coach and workshop leader” and “smart, knowledgeable, attentive, thoughtful, and witty.”

Kelley graduated from Amherst College and has a graduate business degree from the Yale School of Management. She is a Chartered Financial Analyst. She also holds an advanced diploma in coaching from New York University and is a certified positive psychology coach. She lives with her husband and children in northern New Jersey where she enjoys tough workouts, thought-provoking books, and quality chocolate.

How to Get Paid Like a Boss Lady

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As a CPA who has worn many hats, Iralma Pozo has seen more salaries than she can count. Working in a male dominated environment has made her feel like a fly on the wall when male bosses and counterparts negotiate compensation for salaries and projects. Equal pay day is a constant reminder that women need to take ownership to ask upfront for what a job is worth and not just take what is offered. In this webinar, we will discuss how you can act confident and prepare yourself to negotiate a compensation package or raise. Know the value you bring to the table and get paid like a boss lady!

Agenda:

  • Valuing and Carrying Yourself Well
  • Preparing for the Future of Work
  • Doing Your Homework for the Job at Hand
  • Getting Paid Like a Boss Lady

Takeaways:

  • Negotiating beyond money
  • Questions to ask yourself when considering accepting an offer
  • Doing a cost-benefit analysis can help you determine if the job is even worthy of YOU
  • Suggested further reading to help you add value to yourself, act confidently, and prioritize self-care, self-worth and net worth

About Iralma:

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Iralma Pozo is a dynamic CPA with more than 15 years of experience. She is currently an independent consultant, educator and motivator who provides value-adding services and empowerment to business owners and individuals. As a proactive professional, she brings her strong leadership to volunteer work with professional accounting organizations. Her extensive experience includes consulting with the nonprofit sector in many capacities including as a financial executive, auditor, and board member. Iralma has also built substantial experience through working for the Internal Revenue Service. These experiences also support her continued work with entrepreneurs, small businesses, real estate investors, and the insurance and entertainment sectors.

Iralma is building a practice to bring her financial acumen to companies that focus on a variety of segments that merge her personal passion and professional expertise. These areas include Culture and the Arts, Health and Wellness, and consumer products in beauty, accessories and gifts. Through effective consulting and advisory, Iralma will help these companies run more efficiently and use technology and innovation to build wellness on an individual and global level. Iralma educates college students, business leaders and individuals on how to think as leaders, adapt to change, collaborate and innovate to be successful and well balanced in all areas of their careers and personal lives. She also teaches them how to have a good foundation in accounting so that they can meet their goals and realize their dreams.

5 Habits That Are Killing Your Productivity & How to Optimize Your Time

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Get more done in less time and be more productive than you ever thought possible. Learn how simple tweaks to your daily routine can 10x your efficiency! Emmy Award winning health producer and author of Listful Thinking, Paula Rizzo will walk you through ways to rethink how you plan out your day so you can cut down on procrastination, make more attainable goals and have time to do the stuff you really want to do.

Here’s what we’ll cover:

  • How to make simple changes to your everyday routine to get more done

  • Discover how you’re really spending your time and find out how to optimize it so you’re not “busy” all the time.  

  • Start building momentum towards the things you want most by creating a time-management system that works for you

  • Feel in control of your life and your goals instead of feeling stuck

  • Learn the quickest ways to be more efficient for free without spending tons of time

About Paula:

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A best-selling author and Emmy-award winning television producer for nearly 20 years, Paula Rizzo has produced health, wellness, and lifestyle segments with a range of top experts, including JJ Virgin, Jillian Michaels, and Deepak Chopra. Most recently she served as the senior health producer for Fox News Channel in New York City for more than a decade. Today, she works with experts, authors, and entrepreneurs on how to position themselves for media (traditional as well as blogs and podcasts), build their lists, and engage customers and fans for their brands, books and businesses.

Paula’s also the co-creator of Lights Camera Expert - an online course geared towards helping entrepreneurs, authors and experts get media attention.  

Paula’s the founder of the productivity site ListProducer.com and best-selling author of Listful Thinking: Using Lists to be More Productive, Highly Successful and Less Stressed, which has been translated into 12 languages and has been featured on many media outlets including Fox News, Fox Business, Prevention, Business Insider, Entrepreneur, Brides and made it on Oprah.com’s list of “Self Help Books That Actually Help.” For more go to PaulaRizzo.co.

Annuities 101

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Annuities are an investment vehicle with a class of its own. An insurance like investment that has many distinct characteristics compared to traditional investments such as stocks, bonds, and mutual funds. Tax treatment, income needs, death benefit needs, and the various types of annuity riders and features all need to be closely examined. Come learn more about what an annuity is and how it may or may not fit in with your personal financial planning needs.

About Matthew:

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Matthew A. DelPriore, CFP®, MSFS, CFS - Director of Financial Planning, Financial Planner, Investment Adviser Representative

Serving as a Financial Planner, Matthew began his career in the financial services industry in 2005. He graduated cum laude from Baruch College with a Bachelors of Business Administration in Finance. He spent nearly three years as an in house case consultant. During this time, he created and designed personal financial plans for the successful planners within the firm. Understanding the importance of creating and building long lasting relationships, as well as his passion for helping individuals reach their financial goals, is what inspired him to build his own Financial Planning practice.

At Fortis Lux Financial, Matthew’s primary focus is to ensure his clients have a financial game plan for the road ahead. Through the Financial Planning process, he works closely with his clients to carefully understand their personal objectives, goals, and concerns. From there, he will assist them in creating strategies that are specific to his client’s needs.

His areas of primary focus are Financial Planning, Investment Planning, and Retirement Planning. He earned the CERTIFIED FINANCIAL PLANNER™ designation as well as the Certified Fund Specialist® designation. Matthew also holds his series 7, 63, and Life & Health Insurance licenses.

Matthew is an active member of the Financial Planning Association of NY. He also serves as a part of the FPA Pro Bono committee, where he helps spread financial literacy to various individuals and families.

Matthew resides in Matawan, NJ with his wife Nichole. His outside interests include traveling, fine dining, snowboarding, and golf.

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Elevate Your Style & Success

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Discover how the power of dressing with purpose can help elevate your career. Learn how to be seen as a leader in your industry by creating a unique signature style that makes the most impactful and memorable impression both online and in-person.

About Tania:

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Tania Sterl, founder of Sterl on Style, is a personal wardrobe stylist for female industry leaders in finance, fitness, law, media, and more. She is an eloquent speaker that blends her experience as a fashion designer and image consultant to help make fashion relevant to the real working woman.

In addition to speaking, Tania works with private clients through her wardrobe styling services that range from closet edits and personal shopping, to styling for TV, video and photoshoots. As the “Creative Director for your Image,” Tania, aka Sterl on Style, defines a woman’s unique fashion formula for success that is in tune with her role and her goals, helping her to dress to achieve them.

Facing Divorce? A checklist to help you prepare

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Elise will distill the wisdom from over five years of interviews with New York’s top divorce professionals to give you a practical and financial checklist to prepare you for the divorce process. She will also share what she learned about the emotional journey from her own experience, from working with women going through divorce and from speaking with some of the best divorce coaches, therapists and child specialists. You will come away from this webinar with a clear idea of the next practical steps you need to take, as well as some valuable principles that can help keep you focused, clear-headed and positive during this tumultuous, challenging transition.

About Elise:

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Elise Pettus is the founder and editorial director of UNtied, The Thinking Woman’s Divorce Resource. Previously a freelance journalist whose byline includes stories in the New York Times, New York and Gourmet, Huffington Post, and Healthy Living, she went through her own divorce starting in 2010. She discovered that while she yearned for a support community as well as solid divorce advice and education, there was very little to be found on the internet. In 2013, she started UNtied, an online and real life network offering camaraderie, education and access to top experts in the arena of divorce. UNtied hosts 20 to 25 live and live-streamed events per year on topics ranging from hiring a lawyer to sex and dating in midlife to paying for college as a re-singled parent. A New York Times feature about UNtied described her as a “connector in the Malcolm Gladwell definition of the word.” UNtied currently has over 1500 subscribers in New York City and beyond.

Three Steps to Attracting and Saving More Money This Year

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You'll discover how to:

  • Change your relationship with money – so that money becomes more like a game and less like a chore.
  • Attract more money, save more money and finally STOP worrying about money.
  • Raise Your Prices – a step-by-step approach to successfully asking for more – AND receiving it.
  • The exact marketing activities you need to be doing weekly, monthly and quarterly to double your income

About Monica:

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Monica Shah is a seven-figure business mentor, money expert, and author. Monica teaches entrepreneurs how to turn the work they love into a profitable, sustainable business.

In her popular Revenue Breakthrough programs, Monica walks women through a step-by-step process of building, growing and expanding their businesses to six figures and beyond. From money basics for entrepreneurs, all the way to designing your ideal lifestyle and creating a plan to fund it, Monica shows her clients the common sense basics of running and growing their business.

Tax-smart Business Structures: Which one fits your business best?

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The purpose of this presentation is to:

  1. Describe the various types of business structures
  2. Provide examples of common structures used in specific businesses and their applicable life cycles – which one is generally used when
  3. Define the tax impact of each type of structure
  4. Clarify factors relative to the recent tax reform legislation

The participants should leave with an understanding of:

  1. Business structure options
  2. Tax ramifications of these
  3. How tax reform legislation applies

About Sallie:

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Sallie Mullins Thompson started her business management and consulting practice, in 1995, providing financial services to professionals, families, and small business owners in the areas of accounting; tax return preparation; budgeting & cash flow projections; payroll reporting; income and asset protection; and college and retirement planning.

In addition, she is a holistic financial planner and investment advisor and has managed the financial lives of her clients. Before beginning her financial services practice, Sallie spent 20 years with IBM in NYC and Houston as a marketing representative, system engineer, and project manager.

As a member of the AICPA, NYSSCPA, and FPA organizations, she is active on various committees with all three. In addition, she mentors small business owners as part of NYS’s Micro Mentor and female CFP candidates as part the FPA Women’s Initiative. Further, she is a consultant with the NYC Small Business Services (SBS) agency in its M/WBE program.

In 1996, Sallie joined the National Association of Women Business Owners (NAWBO), Houston and NYC, where she held positions as Treasurer, Public Policy Rep, and Governance/Audit chair. At the national NAWBO level, Sallie was chair of the NAWBO PAC and served on NAWBO’s national board of directors. She currently serves as a mentor in NAWBO-NYC’s Mentoring program.

Sallie is Treasurer of her coop board; is a member of the Board of Governors of the Accountants Club of America; and was recently appointed to the Leadership Advisory Council of Women Impacting Public Policy (WIPP). She was a trustee on the board of the Morris-Jumel Mansion, Inc. from 2007-14, where she served as Treasurer and chair of the Finance/Audit and Governance committees.

In 2015, Sallie was appointed by the US Treasury to a three-year term, representing NYS, on the Taxpayer Advocacy Panel (TAP), a Federal Advisory Board, composed of citizen volunteers, who act on behalf of US taxpayers by making recommendations to the IRS regarding taxpayer service, satisfaction, and compliance improvements. Sallie was the TAP Vice Chair in 2017.

Sallie’s personal interests are animal rights advocacy, recycling, and federal public policy issues that affect women-owned small businesses (WOSBs). She is the proud mother of daughter Kathryn and doting grandmother of Max and Parker who live in Washington, DC. She lives in the West Village with her adorable cats, Sprinkles and Snuggles, and her husband, Ralph.

The New Tax Law and You: What You Need to Know about Taxes and Deductions

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This presentation addresses what you need to know about filing your taxes and deductions you and your family may be missing, and all the latest information for the new effective tax rates. Learn about new caps on mortgage interest, property, state, and local income taxes, and deductions for the new year.

This presentation explains the new law and how it will affect you:

  • snapshot of standard deductions vs itemizing
  • impact of the act on child support
  • the increased child tax credit
  • education related provisions and 529s
  • medical deductions
  • and the coming 2019 alimony changes

About Nancy:

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Nancy Goldfarb is a Divorce financial analyst, mediator, and collaborative divorce professional. She is the founder of Smart Transition Strategies, serving New York and New Jersey clients, and offering tax, financial planning and mediation services to its clients. Goldfarb helps those in the middle of difficult transitions whether due to divorce, death, retirement, or something else. Her processes and services help her clients organize their life, optimize financial results, minimize tax exposure, and make educated choices. Goldfarb graduated from The Wharton School, University of Pennsylvania with a Bachelor’s of Science in Economics, and an MBA in Finance from New York University Stern School of Business. She is a Certified Financial Planner and Certified Public Accountant and she earned her Certified Divorce Financial Analyst designation in 2012.

What Savvy Ladies Need to Know about Kindness: Bekindr - A 2018 New Year’s Resolution You’ll Keep

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Being kind, giving to yourself and giving to others is good for your health..and your psyche. In our 24/7 business and social world, many of us seem to have lost a touch of humanity.

Eva Ritvo, MD, a psychiatrist with more than 25 years’ experience practicing in Miami Beach, Florida, provides expert commentary on TV & radio and is a frequent source for journalists. The author of Bekindr: The Transformative Power of Kindness, she has spent years researching the importance of kindness in our lives. This groundbreaking Savvy Ladies Webinar may just change your life forever!

In the webinar you’ll hear about:

Why being kind and giving is good for your health.

Why giving to yourself should be a priority.

What are mirror neurons and why do Savvy Ladies need to know about them?

Why are people so nice after disasters?

How being kind can positively effect you and others in the business world.

About Eva:

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Eva Ritvo, MD, a psychiatrist with more than 25 years’ experience practicing in Miami Beach, Florida, is the author of Bekindr - The Transformative Power of Kindness and the founder of the Bekindr® Global Initiative, a movement to bring more kindness in the world. She is also the co-founder of the Bold Beauty Project (BBP), a nonprofit that pairs women with disabilities with award-winning photographers creating art exhibitions to raise awareness.

A regular on major media, Dr. Ritvo provides expert commentary on TV & radio and is a frequent source for journalists. She is the host of the PBS series, TechVersify and the co-author of The Beauty Prescription and The Concise Guide to Marriage and Family Therapy.

Dr. Ritvo is the former Chair of Psychiatry and Behavioral Medicine at Mount Sinai Medical Center and the former Vice Chair of Psychiatry and Behavioral Sciences at the Miller School of Medicine at the University of Miami. She’s a Distinguished Fellow of the American Psychiatry Association and a member of the American College of Psychiatrists. She serves on the board of United Community Options (formerly United Cerebral Palsy of South Florida.) In 2015, she was recognized as their National Volunteer of the Year. Dr. Ritvo received her undergraduate and medical degrees from UCLA, and psychiatry residency training at Weill Cornell Medicine.

After a Loss Knocks You Down, Reclaiming Your Financial Stability, On Your Terms

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In this webinar, you will:

  • Identify six areas of loss people typically experience and how they can impact you
  • Learn strategies to recover yourself after a loss and get back to wholeness
  • Find out how to unlock YOUR affluence code for effortless, optimal results
  • Get specific affluence code strategies to increase your income in 2018 and beyond
  • Discover the five areas of true affluence, not just money, and why they matter

About Alison:

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Alison Pena is an Affluence Code consultant, living in NYC, and new widow. She teaches people and teams how to unlock their affluence code from any circumstances and to navigate losses more peacefully and powerfully.

Alison Pena writes articles for Thrive Global and Medium. Among others, she has been a guest expert on Entrepreneur on Fire, How to Start Living Show, The Ambitious Entrepreneur, Join Up Dots, Prosperity Place, Social Media Business Hour and Rags to Niches podcasts. Her first book will be published in early 2018.

Essential Tools for Designing Your 'What Next'

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Use Change and Uncertainty to Live Your Best Life

This session is about designing the “what next” each time you face life changing events. Along with the discomfort and confusion that comes with change there are powerful opportunities to harness the momentum and design what comes next.

We will cover three tools developed over our twenty years of research and experience with life transition planning.

Universal basics we all need to know about transitions to help us safely move from 'what was to what will be'

Tool #1 Three-step Mindset Reset to harness resilience and resources

Tool #2 Three Transition Questions to help you get on the balcony to see the big picture before you jump into action and make decisions

Tool #3 Decision Free Zone exercise to sort and prioritize commitments, decisions and action

About Susan:

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Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’sNational Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found at: https://www.youtube.com/watch?v=kcf7zbW1C7Y

She is the recipient of the Insiders Forum Iconoclast Award 2017.

Special Needs Students: Transitioning from High School to College - What to know when your child goes to college

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Under federal and state laws, children with learning disabilities in school receive accommodations, longer times to take exams, paid services, etc. When they graduate and go to college, the law changes to the Americans with Disabilities Act. Learn about the financial ramifications of college special needs accommodations and how to advocate for your college student and teach them to advocate for themselves in college. Presented by Donna Drumm, an attorney, adjunct professor at Mercy College and Certified Americans with Disabilities Advocate

By attending this webinar you will gain a deeper understanding of:
I. The legal differences of high school accommodations and college accommodations
II. The financial differences of high school accommodations and college accommodations
III. College Student’s Rights & Responsibilities
In these different phases of attending college

  • School search, School selection, applying for accommodations, continuing the process after admission, enforcing accommodations, grievance procedures

IV. College’s responsibilities toward student

  • Cannot discriminate during the application process
  • Accommodations requirements and review
  • Office of Accessibility

About Donna:

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Donna Drumm is the principal of DrummAdvocacy. (www.drummadvocacy.com) Her civil rights practice is devoted to assisting court users, students and hospital patients with obtaining accommodations for their visible and invisible disabilities under the Americans with Disabilities Act. She is an adjunct professor at Mercy College presenting coursework in the Masters of Health program. She also teaches Civil Litigation and Law Office Management courses to students in Mercy’s paralegal program.
Ms. Drumm’s passion for serving persons with invisible disabilities began when she met her realtor (Ms. C), who was being sued by a state security commission for $1.25 million dollars. The fine was incurred by her ex-husband who was imprisoned for his participation in a Ponzi scheme. “During her seven-year legal ordeal, I observed this vibrant and intelligent woman suffer bouts of depression and PTSD before court hearings and after court hearings which rendered her unable to get out of bed for weeks.” Ms. C. emerged victoriously and was released from the $1.25 million fine. Still suffering from her disabilities, she fought to change the law which resulted in severing liability for an for ex-spouse to pay fines for the wrongdoings of a former spouse. And she won!
“Seeing first hand the devastation a court case can have on a person’s emotional state, I searched for a body of law that would support litigants’ well-being during the litigation process. “ Ms. Drumm found Dr. Karin Huffer, author of “Unlocking Justice” which explained the bridge of the Americans with Disabilities Act and courtroom accommodations. Ms. Drumm completed her certificate as an Americans with Disabilities Advocate in 2014. Her advocacy practice was published in the September 2016 edition of the New York State Bar Association’s Bar Journal. She has spoken on ADA Advocacy at Mercy College, before the New York State Bar Association at its annual meeting in 2017 and for the Westchester Women’s Bar Association.
As an associate at the law firm of Boies, Schiller & Flexner, she worked on international cases in antitrust, products liability, bankruptcy and other civil litigation in federal and state courts throughout the United States. Her affiliation with bar associations became professional when she joined the staff of the Westchester County Bar Association as the CLE & Publications Director and then Executive Director until 2014. Her experience in running her practice began in 2008, Discoverlaw and as of 2015 DrummAdvocacy.
Professional Affiliations
COPAA, member, 2017
Disability Rights Bar Association, Member, 2017
New Orleans Bar Association
New York State Bar Association
American Bar Association
Federal Bar Council
Westchester Women’s Bar Association
Westchester County Bar Association (former Executive Director) ; present attorney member
Ms. Drumm is admitted to practice in New York State and the United States Supreme Courts. She is a certified Americans with Disabilities Advocate.

Estate Planning: The Best Gift You Can Give Your Family

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Learn how to make sure your kids are taken care of no matter what, how to protect your children's inheritance from bankruptcy, lawsuits, and divorce, and how to ensure your assets go to your heirs and not the government or lawyers.

About Laura:

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Attorney Laura Cowan’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often-confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.

Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, Laura will help you craft a plan that achieves your goals for your loved ones today and in the years to follow.

Laura is a graduate of the University of Minnesota Law School. As a first-year law student, Laura won the prestigious Best Oralist Award. She was an Associate Editor on the Journal of Law & Inequality and a recipient of the L. Charles and Lillian Gay Endowment Fund Scholarship. Laura was President and Founding Member of the Business Law Association. Laura also interned for The Honorable Joan N. Ericksen, District Judge, District of Minnesota during her second year of law school. Laura is licensed to practice law in both Minnesota and New York.

Prior to opening her own practice, Laura was an associate attorney at an estate planning firm where she represented high-net-worth families. A former CPA with experience at both Ernst & Young and Goldman Sachs, Laura is uniquely qualified to guide her clients through the financial aspects of estate planning.

A frequent speaker at parents’ groups, churches, and businesses in the New York City area, Laura enjoys educating her community. Laura has chosen Trusts and Estates as her sole area of practice because she wants to focus entirely on helping families create a happy and secure future.