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Women’s History Month

Celebrating Women Who Inspire

During the month of March, Transamerica will donate $1 for every like, comment and share on their social posts tagging Savvy Ladies.

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Celebrating male allyship, the Savvy Ladies Male A Celebrating male allyship, the Savvy Ladies Male Ally Awards honors men in the financial field who have gone above the call of duty to support their female colleagues, bringing about positive change, valuing equality, and actively working to achieve it. 
 
Help us celebrate: Eric Tepper of JP Morgan Wealth Management, Michael Francis, Nirav Tolia, and Kevin O'Leary

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Link in bio to watch the ceremony livestream of the bell ringing today at 4 PM ET
Savvy Ladies celebrates International Women's Day Savvy Ladies celebrates International Women's Day and supports #financialEmpowerment for Women by providing free financial education to improve women's financial wellness to meet their current and ongoing financial obligations and feel secure in their financial future.

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

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

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

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

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

Register for free 👉 @savvyladies link in bio 

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

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

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

Register for free 👉 @savvyladies link in bio

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

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

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

Learn about:

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

Sponsored by @helloprenup 

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

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

👉 @savvyladies link in bio to register 

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

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

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

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

#financialfitness #12daysoffinancialfitness #freefinancialeducation #holidayspending #holidaybudget 

12 Days of Financial Fitness:

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

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

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

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

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

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

👉 Learn more @equalpay2dayorg 

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

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

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

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

Get tickets or learn more here 👉 https://loom.ly/GsvV83o
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Yaela Shamberg is Co-Founder and Chief Product Officer at InvestCloud. Over the last 10 years, Yaela has helped elevate the company into a leading global financial technology platform. Today, InvestCloud supports trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies. She plays a critical role in the company’s path of innovation and commitment to building beautifully designed apps. As one of the co-founders, she values and cultivates the dynamic and fresh culture of InvestCloud. Prior to this, Yaela worked for Credit Suisse and holds a master’s degree in taxation from the University of Colorado, Boulder. She proudly sits on the board Food on Foot, a Los Angeles based non profit getting homeless individuals back into independent living.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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