Women, Wealth & Wisdom 2015



    

Schedule


8:15-8:45 Registration and Breakfast

8:45-9:00 Welcome

9:00-10:00 Women, Money, Love & Loss
Joy Kirsch


10:15-11:15 Breakout Session One

Top 10 Financial Misconceptions
Stephanie Harris

Insure a Legacy
Channa Beene

Promote the Welfare of Others
Pamela Matthews

11:30-12:30 Breakout Session Two

  Is Having a Will Wise?
Amy Bloomquist

What Women Need to Know About Social Security
Sheryl Schroeder

12:30-1:00 Lunch

1:00-2:00 Keynote by Melanie Shankle

2:15-3:15 Breakout Session Three

Navigating Medicare: Dos & Don’ts
Natalie Pine

Saving Seed: Growing a Financially Healthy Family Tree
Ashley Parks




Guest Speakers



Melanie Shankle
Melanie Shankle

Author and Blogger


Melanie is an author, blogger, speaker, and semi-professional shopper. She writes daily on her blog, Big Mama, and is also a regular contributor to The Pioneer Woman blog.

She is the New York Times Bestselling author of Sparkly Green Earrings and The Antelope in the Living Room. Her third book, Nobody’s Cuter Than You will be released on April 8, 2015. Melanie lives in San Antonio, with her husband Perry and daughter Caroline.
Joy D. Kirsch
Joy D. Kirsch

Founder, Kirsch & Associates


Joy founded Kirsch & Associates in 1990. The company specializes in providing wealth management and transition planning services to clients experiencing life changing events such as retirement, widowhood or selling a business.

She has developed a unique process for delivering these services to her clients called The TruWealth® Process. Using this proprietary, consultative process, she works closely with a team of tax and legal professionals to help clients transition to their new paradigm with confidence.
Ashley Parks
Ashley Parks

Financial Planner, Martin Financial Group


Ashley is a Certified Financial Planner™ professional with Martin Financial Group, which is a comprehensive financial services firm serving the North Texas Area. Since 1984, the group has been committed to helping their clients improve their long-term financial success. Ashley was born in Dallas and currently lives in Preston Hollow with her husband James and their daughter Madison.
Amy P. Bloomquist
Amy P. Bloomquist

Attorney


Amy has been board certified in estate planning and probate law by the Texas Board of Legal Specialization since 1996. She is a CPA and earned her Juris Doctor from the University of Texas.

Amy assists individuals and couples in matters involving estate and disability planning, probate, heirship determinations, independent and dependent administrations and guardianships.
Natalie Pine
Natalie Pine

Owner, Briaud Financial Advisors


Natalie is one of three owners of Briaud Financial Advisors, a financial advisory firm serving clients in Texas and across the country. She serves as the primary advisor to more than 80 clients with roughly $230 million in assets on a variety of topics, including tax planning, estate planning, investing, insurance and retirement. Natalie holds bachelor's degrees in managerial studies, economics and electrical engineering from Rice University.
Stephanie Harris
Stephanie Harris

CFP, Harris Martin Financial


Stephanie has significant experience in delivering personal, comprehensive financial planning and investment services to independent women, small business owners, high net-worth individuals and families. She obtained her Bachelor of Science in applied mathematical sciences from Texas A&M University.

She is a Certified Financial Planner™ (CFP®) and a Certified Divorce Financial Analyst (CDFA™). Stephanie enjoys helping her clients build their financial confidence, and has assisted many independent women after the loss of a spouse.
Dr. Pamela R. Matthews
Dr. Pamela R. Matthews

Interim Dean, Texas A&M College of Liberal Arts


After completing her bachelor's degree in English from the University of Houston and her master's degree in English from Texas A&M University, Pamela earned her Ph.D. in English from Duke University with an emphasis on American literature.

Her scholarly publications include Ellen Glasgow and a Woman's Traditions, Aesthetic Subjects (1995), and Perfect Companionship: Ellen Glasgow's Selected Correspondence with Women (2005).
Chana Beene
Chana Beene

Financial Planner, Beene Wealth Management


Chana believes in a “client-first” philosophy. Her mission is to help individuals, families, business owners, executives and retirees plan to achieve their financial goals. She has a bachelor’s degree in finance from Baylor University with more than two decades of experience. Chana is also a qualifying member of the Top of the Table in Million Dollar Round Table.

With a Chartered Life Underwriter (CLU®) designation, Chana is qualified to help her clients achieve their financial goals through investments and insurance planning.
Sheryl Schroeder
Sheryl Schroeder

Public Affairs Specialist, Social Security Administration


Sheryl has worked for the Social Security Administration for 13 years. She began her federal career as a claims representative assisting the public with filing for retirement, disability and survivor benefits. As a public affairs specialist for the Dallas Region of Social Security, Sheryl is responsible for the coordination of public information and promoting a better understanding of Social Security programs.

Prior to her work with the Social Security Administration, Sheryl spent 14 years working for the Texas Department of MHMR providing services and support for adults with intellectual disabilities. Sheryl is based out of the Brenham Social Security office and is a life-long resident of the Brenham area.