Financial security is vital, but sadly many people, particularly women, lack sufficient financial literacy to obtain financial security for themselves and their family. Carrie Schwab-Pomerantz' passion is to improve financial literacy, and she will talk about what women especially need to know to achieve enough literacy to provide for themselves and their families, and to teach their children basic financial skills. In this informal program, followed by questions from the audience, Carrie will answer questions from Michelle Alberda, financial advisor, Ameriprise, co-founder of SKIRT, a women’s networking organization, and 2007 President of FWSF.
Carrie Schwab-Pomerantz will be providing up to 100 complimentary copies of her new widely-acclaimed book, The Charles Schwab Guide to Finances after Fifty: Answers to Your Most Important Money Questions.
This topic is currently under review by the CFP Board for 1 hour of CFP continuing education credit.
Co-sponsored by Association for Corporate Growth; CFA Society San Francisco and Financial Planning Association of San Francisco
Register by March 3
Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. As leader of Schwab Community Services as well as president of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, encouraging men and women from all walks of life to take charge of their financial lives.
Under her leadership, the Charles Schwab Foundation has concentrated its resources to support financial literacy. She is particularly proud of Money Money Matters: Make It CountSM, a national personal finance program for teens created in collaboration with Boys & Girls Clubs of America, and AARP Foundation Finances 50+SM, a financial capability program for low-income workers and job seekers age 50 and older.
Schwab-Pomerantz speaks and writes extensively about personal finance issues. Her latest book, The Charles Schwab Guide to Finances after Fifty: Answers to Your Most Important Money Questions, was described by The New York Times as "overwhelmingly appealing" and "an excellent personal finance book." She also currently writes a weekly column called Ask Carrie, and co-authored with her father, Charles R. Schwab, the book It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing.
For ten years The San Francisco Business Times named Schwab-Pomerantz one of the San Francisco Bay Area's 100 Most Influential Women in Business. She has been a frequent guest on television and radio shows, as well as the World Affairs Council of Philadelphia and the San Francisco Commonwealth Club. She also serves as director and chairman of the board of Schwab Charitable, serves on the national board of governors of Boys & Girls Clubs of America and is a member of the board of directors of Decker Communications and the IWF Leadership Foundation.
Financial Advisor, CFP®, CLU®, PWA®
Michelle Alberda founded a solo Ameriprise franchise in 2007. She has been a financial advisor since 1999 and in 2014 she received Private Wealth Advisor, PWA®, status. Michelle has developed experience in personalized financial planning; including planning for retirement, estate and tax planning strategies, stock option strategies, and education funding. Her main focus is working with women and small business owners.
Michelle is the co-founder of SKIRT, a networking group for women. In 2008, she co-authored and published the book SKIRTworking: How to Network Using SKIRT. She was President of FWSF in 2007; in 2013 she was the Vice President of Programing for FWSF and she currently serves on the Endowment Committee.
Thursday, March 5, 2015
11:30 am - 1:00 pm
11:30 am – 12:00 pm
12:00 pm – 1:00 pm
Lunch and Speaker
211 Main Street, SF
Attendees should come to
side door on Main Street