• Career Seminar: Money and Work Wednesday, November 17, 2004 - 06:30PM
    Cubberley Community Center
    4000 Middlefield Road, Room H-1
    Palo Alto, CA
    Main Event Series

Career Seminar: Money and Work



  • Panelists

    Louise Wen, Money Wise Education and Coaching
    Michael F. Meara, CFP, Pacific Mountain Advisors
    Teresa Dentino, CEO/Founder, The Financial 411


    Patti Wilson, Managing Principal of CareerCompany.com Founder, The Wednesdayjobgroup, a 2000 member online networking group


    Presentation Overview

    Join us for the next SDForum Career Seminar Program a panel on:

    Money and Work: Getting Your Career and Financial Goals Aligned You picked the right job, followed the right career, now what and how do you make money, investment, retirement planning choices to match? For example, most people don't move their 401's from previous employers. Many professionals are simply unaware of their options and end up undermining performance potential and efficiencies. Stock options are very pertinent to wealth accumulation but most people do not understand the available tax treatment and investment strategies. Another aspect beyond retirement planning is estate planning and when it is pertinent.

    • What patterns of financial behavior have you expressed in the past
    • and do they promote or detract from your goals?
    • How do you make your goals tactical and tangible instead of vague?
    • What are your values that guide your life and how do you relate them to money?
    • What is your picture of your life and how does it relate to your financial and career goals?

    Career Seminar Chair

    Patti Wilson, Career Company


    Speaker Bios

    Louise Wen, Money Wise Education and Coaching

    Louise is a financial coach who works with clients on aligning their financial life with their values so they can achieve what is important to them. She doesn't advise on investments but instead focus on essential money management skills that so many people lack: budgeting, debt reduction, saving, and goal setting. These are areas that many financial planners do not address with their clients in any depth.

    Michael F. Meara, CFP, Pacific Mountain Advisors

    Michael is a Certified Financial Planner and Registered Investment Advisor who began his career in the financial services in 1984 with IDS American Express, the financial planning subsidiary of American Express. In 1990, Michael formed his own firm, The Corporate Financial Group, a collaboration of CPAs, insurance agents, stockbrokers and financial planners. In 1993 Michael earned his CFP designation from the College of Financial Planning in Denver, Colorado and was also appointed to the Guardian Advisory Council for the Missouri National Federation of Independent Businesses, the largest association in the country representing the concerns of small business owners. Michael has continued serving the needs of small business owners recently by co-founding The Santa Cruz Small Business Monthly, a monthly journal that supports, informs and promotes small business in Santa Cruz County.

    Teresa Dentino, CEO/Founder of The Financial 411

    Founder: The Peninsula Women's Salon Publisher: "Financial Rights of Passage" Teresa Dentino is an NASD* licensed Securities Principal with 20 consecutive years experience in the Wall-Street environment. After working with three of the major NYSE financial institutions in hedge fund management client portfolio structuring, she also founded her own full service securities firm. Teresa was one of the first women in the country to be trained on issues facing women as investors through the National Center for Women & Retirement Research’s seminal study: Women’s Cents Study, and has frequently lectured on the findings of this study.

    Perceiving a dire need for more relevant education mediums for women about finance and economics - and that they be relayed in a language that’s substantive yet in layperson’s terms - she launched theFinancial411 to address this social need. Without the bias of investment promotion, theFinancial411 offers an array of educational programs to all women. Private tutorials, a confidential divorce finances workshop, and a complimentary E-Publication on finance and economics are among the services offered by theFinancial411 to further promote financial literacy, protect women’s financial rights, and strengthen the skill sets of women regarding finance & investing for retirement. She has recently released the first installment of a financial novel written for women wanting to understand the more esoteric concepts of economics that affect sound financial decision-making. Teresa also offers her time as a pro-bono advisor to the Little House Senior Community in Menlo Park.


    Event Logistics


    Cubberley Community Center
    4000 Middlefield Road, Room H-1
    Palo Alto, CA


    6:30-7:00pm Registration/Networking
    7:00-9:00pm Presentation


    $15 at the door for non-SDForum Members
    No charge for SDForum Members
    No registration required