Financial Liberation for Women of Color


An Introduction To The Knowledge & Skills Of Wealth-Building

This webinar is an interactive conversation about the knowledge, habits, and mindset of wealth building – increasing your net worth. By building wealth, the less you have to rely on your income, the more secure and at ease you’ll become!

Learn about the vital elements needed to build wealth in order to feel more confident with money and make financial decisions for the future. The knowledge shared on this webinar is rarely talked about or confronted with the care and attention to the actual needs of women of color.

Mastering Money Management

Without mastering money management nothing matters.  Explore ways to establish a solid foundation and be a true steward of your money - how resources flow in and out of your life, budgeting, setting up accounts, automating payments, automating savings, eliminating debt, and investing.

Shifting From A Conversation Of Saving To A Conversation Of Investing

Saving alone does not build wealth. Your money works for you through investing and the power of compounding and using leverage.  As women, there is so much social conditioning that define investing as a man’s domain. Let’s take back our power and get in the investing game.

Exploring The Wealth Mindset

Engage in personal reflection to uncover filters, unexamined beliefs and assumptions that define our current financial circumstances as women of color.

The ultimate goal is to line up our money choices with our deepest dreams and highest aspirations for ourselves, our families and our community.

About Alicia:

Alicia Holmes.jpg

I was fortunate to have been coached early in life about the path to building wealth. The simple truth I learned at the outset was to move from the consumer mindset of spending to the investor mindset that starts with living below your means and ends with having your savings invested so that your money works for you.  With a wealth building lifestyle --- even while working in the non-profit sector and making only a modest income, I was able to build my wealth and become a self-made millionaire in my early 30’s and financially independent in my early 40’s.  What drives me to do this work is my commitment that women have power--choice, agency, and comfort--in their financial well-being. 

My company, Journey to Wealth, helps women of color to become financially empowered,  achieve financial freedom, and live the life of their dreams.

Alicia Holmes cover slide.PNG

Six Secrets to Effective, Strategic Networking


Strategic networking requires a plan, adaptation of networking strategies to further the plan and implementation tactics to round out the process. The six secrets highlight the most important segments of the process.

About Carol:

Carol Greenwald_cropped.jpg

Effective Trainer, Supportive Coach, Thought-provoking Speaker

I have spent the last two+ decades fostering the business development skills of professionals, especially lawyers and accountants.

I love my work, because:

  • I consider strategic networking to be the most effective form of personal marketing.

  • I know that any professional ─ introvert, extrovert, ambivert ─ can find a comfortable way to network.

  • I believe that networking is more about focus and attitude, than activity and aptitude.

  • I understand that strategy adds intention to the process, so that networking can become a pathway to personal, career and firm goals.

I am a marketing and management strategist, trainer and business development coach. I work with professionals and professional service firms to structure and implement practical, targeted, strategic programs. Our goal is to increase your success ratio by bringing in business that fuels profitability.

My most recent book, Strategic Networking for Introverts, Extroverts and Everyone In-between (American Bar Association, Law Practice Division, January 2019) forms the basis for a training and coaching program that links business development activities with both personal and firm goals.

My previous book, Build Your Practice the Logical Way – Maximize Your Client Relationships (with Steven Skyles-Mulligan, American Bar Association, First Chair Press, 2012), provides a guide for creating a client-centric practice.

Top Strategies To Leverage Relationships Resulting In Business Success


Your relationships have lifetime value. Understanding the power and impact of every single meeting and how to leverage your network is key to consistent growth.

Strategies will be shared on how to build and nurture authentic relationships, stay in touch by adding value for others and ask for support and guidance when opportunity strikes.

About Ivy:

Ivy Slater cropped.jpg

Ivy Slater is a professionally certified business coach, speaker, author and podcast host. After owning and operating a 7-figure printing business, having been in the industry for 20 years, she started Slater Success, which focuses on developing great leaders and facilitating business growth and expansion. Ivy holds masterminds and retreats with her private client base and corporate training on communication and strategic planning. She speaks nationwide on the topics of leadership, sustainable growth and sales.

She is the author of Conquering Your Fear of Money: A Woman's Guide To Business Success, and From The Barre to the Board Room: Choreographing Business Success Through Authentic Relationships. She hosts a weekly podcast, “Her Success Story,” where she interviews gutsy businesswomen and some great men on their success journey.

What Every Woman in a Committed Relationship Should Know About Money Conversations


Money, along with household chores and children, is one of the most frequently discussed topics in a marriage or domestic partners relationship. This makes sense – you deal with each daily. Yet, financial conversations can be challenging and filled with emotion at times because you and your significant other do not see eye-to-eye… each of you probably have different monetary values and goals. However, healthy money talks may actually strengthen your relationship.

When you and your partner are on the same page about financial matters, you row the boat forward together, instead of pulling it in different directions. Having the same goals will help you make the right decisions for your partnership as you chart your course.

  • Explore your money profiles and how each of you view money uniquely.

  • Understand these variances often can be a good balance in your relationship.

  • Learn to respect each other’s valid opinion though you will assume different roles managing the house and finances.

  • Embrace the power of shared goals and realize they can strengthen your efforts exponentially.

Imagine how strong your marriage can be when you have honesty and transparency about your money.

About Ivy:

2019 Ivy Menchel cropped.jpg

Ivy H. Menchel, CFP®, CBEC®, CDFA®* I Sagemark Consulting

Ivy is a CERTIFIED FINANCIAL PLANNER™ practitioner, CERTIFIED BUSINESS EXIT CONSULTANT and CERTIFIED DIVORCE FINANCIAL ANALYST®*. She also holds FINRA Series 7, 63 and 65 security registrations and is fully licensed to provide Life and Health Insurance. She is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. 


About Carrie:

2019 Carrie Rattle cropped.jpg

Carrie Rattle, MBA, CDFA®, AFC® Candidate I Behavioral Cents®, LLC

Carrie is a MASTER MONEY COACH focusing on money psychology, emotion, and behaviors; and a CERTIFIED DIVORCE FINANCIAL ANALYST ®. Carrie is a 30-year veteran executive with experience that spans banking and credit cards in 2 countries and brokerage in 6.  She studied with both Olivia Mellan, author of 5 critically acclaimed books and Karen McCall, pioneers in the money psychology space since the 1980’s.

*Divorce financial analysis not offered through Sagemark Consulting, a division of Lincoln Financial Advisors. 

*Behavioral Cents is a separate entity and is not affiliated with Lincoln Financial Advisors Corp. 

Keep Your Day Job While Starting Your Business


Learn to use the best available resources so you can get it right the first time!

Women comprise an increasingly growing faction of business owners, looking for flexibility, independence, and control. This FREE informational webinar is for women who are aspiring or current business owners, career transitioners, semi-retirees, veterans, and others.

Seeking alternatives to traditional employment? Learn about putting that entrepreneurial spirit to work. There may be a ready-made franchise business that fits your model! We will discuss:

  • What is semi-absentee ownership?

  • Assess if franchise ownership is right for you

  • How to select your optimal concept

  • Opportunities available in your area

  • Funding guidance for a quick ramp-up

About Frank:

Frank Dunne cropped.jpg

FranNet is franchising’s oldest and most recognizable coaching outfit. Frank Dunne is an area owner, who helps entrepreneurs, executives-in-transition and others explore franchised business ownership, providing counsel on the benefits, costs, and risks of owning a franchised business. Clients are coached through a robust research, and selection process in a safe and professional environment, being navigated through a maze of leading franchise concepts. Utilizing cutting-edge profiling, and 1:1 consultative processes, Mr. Dunne helps match leading franchises that best fit each client's goals, skills, and interests on a no-cost/no-risk basis.

Stepping Into The Confident Expert


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:

Shannon Hernandez cropped.jpg

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

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

What to wear and not wear on your next headshot photoshoot


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:

Tania Sterl 2018 cropped.jpg

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.

What is Digital Branding on Social Media?


We can all do some social media on our 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:

Joan Pelzer cropped.jpg

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!

Happily Moneyed


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:

Jennifer Faherty cropped.jpg

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

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


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:

Jill Davi cropped.jpg

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


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:

Marguerita Cheng cropped.jpg

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


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:

Karina Sagiev cropped.png

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:

Maria Pogarskaya cropped.jpg

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


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:

Dr. Serena Goldstein.jpg

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


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:

Matthew DelPriore cropped.png

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!)


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:

Stephanie Treasure cropped.jpg

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

Rewrite Your Money Story, Change Your Life


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:

Kelley Holland cropped.jpg

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


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!


  • 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


  • 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:

Iralma Pozo cropped.jpg

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


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:

Paula Rizzo cropped.jpg

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 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’s list of “Self Help Books That Actually Help.” For more go to

Annuities 101


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:

Matthew DelPriore cropped.png

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.

Matthew DelPriore cover slide.PNG