FRIDAY, MARCH 2, 2018
11:15 a.m. - 2:30 p.m.


Irving Convention Center
500 West Las Colinas Boulevard
Irving, Texas, 75039




A FREE FINANCIAL & ESTATE PLANNING EVENT FOR WOMEN OF ALL AGES AND STAGES.

Join us for our first-ever regional Women, Wealth & Wisdom workshop at the Irving Convention Center on March 2, 2018!
Featuring keynote speaker Joy Kirsch as well as informative breakout sessions with Ashley Parks and Sara Ramadan,
Women, Wealth & Wisdom will leave you feeling empowered and inspired.

Although this event is free to attend, registration is required.

*Please join Aggie Women for a Dallas/Fort Worth 1st Thursday event as an informal kick-off to Women, Wealth & Wisdom. This event is brought to you by Aggie Women and sponsored by Messina Hof. 

The event will be held at Messina Hof in Grapevine from 6 - 8 p.m. on March 1 and will include networking, light appetizers and a cash bar.

Although the happy hour is free to attend, please register on the Aggie Women website for headcount purposes. 

Joy D. Kirsch, CFP
Women, Money, Love & Loss

This seminar discusses some of the latest findings in behavioral science and how women can use this knowledge to develop financial security and avoid regrets during life’s transitional periods, such as widowhood, divorce or selling a business. Attendees will learn how the human brain works, how the female brain differs from the male brain, and how all of this applies to our decision making.

The goal of this seminar is to help every woman better understand her strengths and weaknesses, learn to ask the right questions, and ultimately, to make financial decisions that lead to stability, confidence and a sense of purpose. It can also help women in relationships to avoid miscommunication and misunderstandings with their mates, equipping her with tools that promote working together to capitalize on each individual’s strengths to pursue long-term financial success. 

Read her full biography.

Ashley Parks, CFP
The Saving Seed

Money doesn’t grow on trees, and you shouldn’t teach your children that it does. The seeds we plant in our children shape who they are and the adults they will become. Being financially healthy means laying the groundwork for your family to achieve remarkable financial success for generations to come.

Ashley Parks, a certified financial planner professional, believes in the benefits of early financial planning within a family. In this seminar, you will learn to establish your family’s financial belief systems and model healthy behaviors for your children
from infancy to adulthood. Want to plant a financially healthy family tree? Ashley can teach you how to sow the first seed. Read her full biography.

Sara Ramadan​
Piecing Together Your Financial Journey

Life is a series of journeys we must navigate – quite often without knowing where that journey will end.  Your financial journey is a very important one as it is with you every step of the way and one decision tends to affect the next decision.  It can be a bit like a picture-less puzzle though – Do I need life insurance?  How much?  What do I invest in?  When can I retire?  How do I make my budget work?  You will ask yourself these questions and many others countless times throughout your life.  Wouldn’t it be great to have a reference or picture to guide you?  During this session, you will learn about key financial instruments, how they interact, and their place in your current stage of life, as well as future stages, to help you plan a successful financial journey. Read her full biography.

EVENT SCHEDULE AND MAP


11:00 a.m. - 11:30 a.m.        Check-in & Networking
11:30 a.m. - 12:00 p.m.        Lunch (Provided at no charge)
12:00 p.m. - 1:00 p.m.          Keynote Speaker: Joy Kirsch
1:20 p.m. - 2:30 p.m.            Breakout Session of Your Choice

The Marriott Las Colinas is offering a special nightly rate of $119 to all Women, Wealth & Wisdom attendees. Book with this link for the special group rate for Texas A & M University Foundation.

OUR SPEAKERS

 

Joy D. Kirsch, CFP®
CFO of Life Changing Events

Joy D. Kirsch 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.

Joy believes that true wealth is not just a measure of one’s financial assets, but the sum of a person’s health, wealth, and personal relationships. She has devoted her professional career to helping others define their values, dream new dreams and align their wealth accordingly.

Joy is a CERTIFIED FINANCIAL PLANNER TM, a member of the Sudden Money® Institute, a Certified Grief Recovery Specialist SM, and the co-leader of the Dallas Chapter of Modern Widows Club, a non-profit entity dedicated to educating and empowering widows. She is active in the Dallas Financial Planning Association and former chairman of the Ft. Worth Business & Estate planning Section of the Ft. Worth Bar Association. She graduated cum laude from the University of Dallas with a bachelor’s degree in Economics.

Although Joy has won several industry awards, including being recognized as one of The Best Financial Planners in Dallas by D Magazine* and a Five Star Wealth Manager by Texas Monthly magazine**, she is most proud of her twenty-five talented, beautiful and exceptional nieces and nephews. When she is not chained to her desk, she can be found on her farm in East Texas, usually in her garden or rocking on her front porch and watching the sunset.

* “The Best Financial Planners in Dallas” was compiled by asking every CFP® in the Dallas-Ft. Worth chapter of the Financial Planners Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the final list.
** ”The FiveStar Wealth Manager” is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.

Ashley Parks '98
Author, The Saving Seed

Ashley Bogard Parks, CFP® holds a Bachelors of Business Administration from Texas A&M University and a Graduate Certificate in Financial Planning from Southern Methodist University. She has been advising clients with Martin Financial Group since 1999 in her hometown of Dallas, Texas where she resides with her family. Martin Financial Group is a comprehensive financial services firm serving the North Texas Area since 1984 and is committed to helping our clients improve their long-term financial success.

Ashley joined Martin Financial Group in 1999 and her dedication to help people and businesses reach their financial goals has guided her throughout her career.  Ashley is actively involved in her community and feels deeply that we are all products of our surroundings. We all have a personal root system that has been developing throughout our lives. Ashley’s career has offered her amazing insight into the personal lives of individuals that she comes in contact with on a daily basis. That insight, along with her own personal journey, spurred her to put her passion on paper. The stories and personal experiences over her career motivated her to write a book geared towards helping families gain not only personal well-being, but financial well-being. The Saving Seed: Growing a Financially Healthy Family Tree is Ashley’s gift to others. Her philosophy on life is one of becoming self and becoming greater than our temporal world suggests. “What can we do that will positively impact others and allow us to grow?” “We must give to others and the world. It is not ours to own and we must leave a positive impression as we pass by on our journey.”

Sara Ramadan '92
Financial Advocate, Primerica Financial

Sara’s background includes both corporate and personal finance experiences.  After 20+ years in Corporate America working in specialized areas of accounting and finance, she changed her focus and created a financial practice to pursue her passion of helping families make better decisions with their money. 

Education is the cornerstone of this mission and she has developed multiple seminars for clients and their families on various financial topics.  This includes a four-part workshop “Women’s Financial Advancement Forum” to help educate women about their finances and empower them to make good financial decisions for their families. 

She received her MBA from the University of North Texas and has served as a board member on the Toulouse Graduate School Development and Advisory Board.  Sara also volunteers with the Greyhound Adoption League of Texas and has two greyhounds and an Afghan hound.  During her downtime, she enjoys traveling and exploring the great State of Texas.

Contact:

Amanda Reynolds '04

Donor Engagement Coordinator
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