Stepping Into The Confident Expert

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4 Actions to move Coaches and Consultants from The Invisible Expert to The Highly-Paid, Confident Expert

Ready to own your brilliance, make a bigger impact, and make the money you know you deserve?

Imagine waking up in the morning and smiling at your calendar. It is spacious and free; yet, you have a full roster of clients booked. Your business now allows you to serve ideal clients at premium pricing AND do all the things you love to do. You’ve got travel planned and time with the kiddos. You have time to create art and watch the sunset. Your bank account has more than enough money because you are making $10,000 every 30 days. You take 3-day weekends regularly – like very week!

In this signature online training with M. Shannon Hernandez, you will discover…

  • Why your Content Personality™ is your best marketing tool and how to use it to experience more joy and better results in your marketing.

  • The path to building up your confidence in marketing and sales in just four steps. This means no more struggling when it comes time to market and sell your awesome offers.

  • Why compelling offers, priced for profit, and invitation selling will bring you more clients than you have time to work with–and more money to do the things you want to do.

About Shannon:

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M. Shannon Hernandez is not your average entrepreneur. After a 15 year public teaching career, she jumped feet first into her journey as a business owner, and within just a few years, she had built a multi-six figure business.

A sought after expert in the world of content marketing and strategy, Shannon is known globally as the creator of the Content Personality™ Wheel. She is a voice and role model for Thought Leaders around the world, teaching them how to market their innovative ideas in a way that honors who they are and what they believe.

In 2016 Shannon founded The Content Strategy Academy, where she champions and rallies entrepreneurs, teaching them how to market their businesses from a place of intuition and integrity—and create a life they love waking up to every.single.day.

Shannon has been featured on CBS, ABC, The Boston Globe, The Huffington Post, FOX, and NBC. When she is not speaking and teaching globally, you will find her practicing yoga, snuggling her cat, hiking the hills of central Costa Rica, and whipping up new recipes in her kitchen, with her husband Michael.

To learn more about M. Shannon Hernandez and discover how she can help you market yourself as a Thought Leader in a way that feels good and honors who you are and what you believe, visit www.mshannonhernandez.com/speaking

What to wear and not wear on your next headshot photoshoot

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Is your LinkedIn photo from 10 years ago?
Do you even have a LinkedIn in photo?
Is your image up to date on your website and all your social media?

Your online image is your marketing tool to attract potential employers and ideal clients.

Studies prove you could be losing business or worse getting passed over because you don’t have a headshot that represents the best you.

During this webinar, you will learn:

  • The do’s and don’t of what to wear on camera

  • How to prep before your shoot date

  • How to find the right photographer

  • Why hair and makeup is important

  • How to pull together a style that represents you, your business, and your personal brand to get you noticed for all the right reasons.

Put your best self forward before you show up on camera to get the most from your photoshoot.

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.

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What is Digital Branding on Social Media?

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We can all do some social media on our own...post family photos on Facebook, connect with a colleague on LinkedIn, follow the Emmy Awards on Twitter...but do we know WHY we're doing it, WHO we are targeting, WHAT we're sharing, and HOW to create online connections that lead to real relationships?

Let's discuss how to maximize your use of social media for your brand and your business, expanding on how to strategically market you and your business.

In today’s world, social media is not just a leading source of information—it’s the driving force behind it. No matter what your business, you need a strong online presence to cultivate brand loyalty and earn long-term credibility in the minds of your prospects. Join us as Joan shares tips to growing your businesses by expanding your social media network to create online relationships not just connections. Joan will discuss how to discover and engage your target market, increase brand awareness, improve search-ability, attract new prospects, and deliver sharable content through key social media channels. Joan will discuss how you can connect and converse with your target audience online.

About Joan:

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Joan Pelzer is an Entrepreneur, and Founder, CEO & President of Joan Pelzer Social, a social media marketing agency, and a radio show Host of FollowMeFriday with Joan + Priya on TalkRadio.NYC. Joan is a connector and helps create & build relationships online that you can take offline as a social media marketing and online engagement strategist with clients ranging from entrepreneurs and small businesses, to musicals, to a UN-based NGO. Joan is National Social Media Strategist + NYC Chapter Director of What Women Want Networking, and is VP Marketing of The New York Association, a United Nations Non-Governmental Organization. Joan holds an MBA in Finance and International Business from Fordham University Graduate School of Business, and is a Returned Peace Corps Volunteer - Russia.  Through her company, Joan helps create value-driven interactions that accelerate the connections between clients and their target markets.  

Through radio show Follow Me Friday with Joan + Priya on TalkRadio. NYC Co-Hosts Joan Pelzer and Priya Nembhard are your digital connectors...globally connecting thought leaders in an educational and fun way each week to light a spark, share some information and expand community.

Please do reach out - you never know where a connection will lead!  http://joanpelzersocial.com/https://www.joanandpriya.com/

Happily Moneyed

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How to Manage Your Brain So You Can Feel Better About Money and Have a Blissful Married Life

In this presentation, we’ll

  • Identify the one key reason why couples fight about money – and what to do about it

  • Discuss tips on how to reach your financial goals, even if you and your spouse do not see eye to eye

  • Review practical tips you can start doing regularly to start to feel better about money.

About Jennifer:

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Jennifer Faherty is a CFP®, Certified Life Coach and Founder of Financial Wealth-being. After a decade of working at traditional wealth management firms and helping clients with their personal finances, she saw how saving in 401(k)s, sticking to a budget and making sure your portfolio was diversified could only get you so far. Instead, the missing piece for achieving true financial freedom and wealth lies in changing one’s core beliefs around money. With this key knowledge, Jennifer teaches clients around the country on how to intentionally create new money thoughts to create a wealthier, healthier life. She specializes in helping moms make the right financial decisions for themselves and their families, as well as couples on how to communicate more effectively about money. Visit financialwealthbeing.com.

Elegant Negotiation Strategies for Women: How to Negotiate Even if You Hate Confrontation

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Most people think negotiation is just for salaries, car or home purchases. Not so! When you learn the rules, you quickly realize you can negotiate anything -- landing you the best deals, the best opportunities and the inner confidence that you too can get to yes, while still being authentically yourself.

(Oh, and you can do this even if you hate conflict or confrontation.)

I'm Jill, a money coach and recovering people-pleaser. In this presentation on negotiation, you'll discover:

  • The 3 core traits of master feminine negotiators

  • Common myths about negotiation debunked

  • A five step process for preparing for a negotiation

  • A fool-proof pre-negotiation worksheet so you’ll feel completely prepared going in

  • A mental trick to help you think on your feet (in case you get emotionally flustered)

  • How to ask for what you want and get it

  • Elegant ways to move past no's (plus a word-for-word phrase that opens doors)

  • Why “just ask for what you want” is bad advice and what to do instead

About Jill:

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Jill Davi is a professional financial coach who, for the last decade, has helped her clients dramatically increase their earning power (whether they work in corporate or own their own businesses.) She offers no nonsense, practical, measurable, real world strategies to help you focus less on penny pinching and more on earning what you’re worth! Her work has been featured in Business Insider, HuffPo, Fast Company, Forbes, LearnVest and more.

 

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).

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.