Building A Financial Future: Women & Wealth

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What’s the single most important thing to do to build a successful financial future? That was one of the questions asked, and answered, at the Financial Women of San Francisco’s (FWSF) Women & Wealth Panel on Tuesday, February 11. The powerhouse panel featured Elaine Martyn, Vice President, Relationship Management for the Private Donor Group at Fidelity Charitable®, Susan Mazzetti, Vice President and Senior Financial Advisor, Merrill Lynch Wealth Management, Leslie Miller, Financial Advisor and Owner, Miller Pacific Financial Advisors Margaret Reid, Vice President, Senior Portfolio Manager, The Private Bank at Union Bank, and Sabrina Ho Stimel, Tax Partner, KPMG LLP, with Jane Hartley, Director, Private Wealth Advisor, Private Wealth Management, Union Bank, moderating.

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Financial Women of SF Celebrate International Women's Day

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On Thursday, March 5th, Financial Women of San Francisco (FWSF) held a sold-out International Women's Day event at the Wharton School, where over 150 people, mostly women, received valuable insights from executives and leaders in the Bay Area's business and financial community.

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“Make a Difference” Challenge Grant: Honoring Lela Jahn’s Legacy

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When Lela Jahn passed away in 2015, she left FWSF with an incredible gift—a fund to challenge women to make a meaningful difference in other women’s lives. For the fifth consecutive year, FWSF will be announcing a $10,000 award to an FWSF scholarship recipient.

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What is the Outlook for 2023 Real Estate: More of the Same or Something New?

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On Thursday, October 13, 2022, Financial Women of San Francisco (FWSF) partnered with Commercial Real Estate Women (CREW) - East Bay, St. Mary's College of California School of Economics and Business Administration (SEBA), and the SEBA Finance and Economics Clubs to host a timely discussion with a panel of real estate experts on the outlook for U.S. real estate, with a focus on the San Francisco Bay Area in 2023.

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Meet the Member Behind the Passing the Torch Event

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Michelle Alberda, a financial planner for the past 20 years and head of a woman-owned business with offices in San Francisco and North Carolina, has relied on her long-time membership in the Financial Women of San Francisco to support her success through learning and connecting with likeminded women.

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