Join WEST on June 17, 2021 to hear from Melissa Nuñez, a Certified Financial Planner TM and Accredited Investment Fiduciary®, as she shares strategies for building financial resiliency and maintaining level financial footing, especially in the face of the unexpected. Melissa will help us reflect on the challenges and changes we have faced during the COVID-19 pandemic and help us plan to meet future financial goals, from paying off debt to buying a home to saving for retirement. Tickets for this event are free thanks to our sponsor, CliftonLarsonAllen.
Topics: Women, Financial Planning, Wealth Management, Transitions, Career, Community, Work Life Balance, Resilience, Success, Women in STEM, Discount, Upcoming Events, Professional, Discussion, Financial, Resources, Interactive, Lessons Learned, Tools, Career Path, Developing Your Skills, Self-Awareness, Decision Making, Confidence, Strengths, Values, Impact, Career Development, Empowerment, Advice, Learn, #WESTevent, #WESTorg, Gender Parity, Grow, goals, Purpose
What’s in your portfolio? Join us on Thursday, 4/29 at 5:30 p.m. EST to hear experienced financial advisors explore strategies for aligning your investment portfolio with your personal values through impact investing.
In this interactive discussion, we will hear from Judith Reed, a financial advisor at Morgan Stanley who specializes in helping women in the Life Sciences industry create financial plans for themselves and their families, and William Gambardella, Executive Director of the Morgan Stanley Wealth Management Global Investment Office (GIO).
Topics: Women, Financial Planning, Wealth Management, Career, Success, Women in STEM, Upcoming Events, Discussion, Financial, Interactive, Change, Values, Impact, Learn, #WESTevent, #WESTorg, Gender Parity, Sustainability, Investing
You’d never leave your smartphone on the factory settings, so why set-and-forget your retirement?
For many of us, the effort we put into planning our next vacation far exceeds the attention we give to retirement planning. You waded through so many forms when you started that new job. Retirement stuff got the ‘set-and-forget’ treatment.
Topics: Events, Gender Balance, STEM, Gender Balance, Women, Boston, Career, Community, Work Life Balance, Life, Women in STEM, Networking, Upcoming Events, Discussion, Financial, Interactive, Equal Pay, Change, unConference, Economics, Female
Motivating your team to achieve top results can be hard when it's not clear as to how you'll get there. Teams need a framework and tools for achieving greatness, but often times teams can be skeptical of those frameworks and tools. Changing behavior for how things are done is hard. In order to create momentum with a new behavioral change, you want to find small wins with your new frameworks and tools so teams buy into them. Once the team sees a "win" with a new framework, it will be easier to get buy in moving forward and roll out for bigger initiatives on your path to success.
WEST & Ellevate are partnering with WE-BOS to provide a FREE panel discussion where entrepreneurs will share insights into the financial successes and challenges of starting and scaling a business.
Topics to include:
- Preparing yourself to take the financial risk to start a business
- Resources available to fund or support the start-up of a business
- Resources available to grow and scale your business