Wed, Jan 16 3 Events

Women's Luncheon: Navigating Financial Challenges

[ X ]
Date: Wed, Jan 16, 2013
Time: 11:30am - 1:30pm
Add to your Calendar: Download Now
img
img

Women’s Luncheon Series
Wednesday, January 16
11:30am / $15++

Speaker: Esther Szabo & Anita Patel
Topic: "Top 10 Tips to Successfully Navigate Financial Challenges in 2013"

Esther Sazbo
 is a successful financial advisor and planner. Esther works with clients to develop a firm financial foundation. Upon this foundation, clients remain steady during periods of personal or economic change and also thrive and live a life of enthusiasm and fulfillment".

One of two Principals of KK Wealth Advisors, LLC, a fee only advisory practice based in Los Altos, Esther has been advising clients for over 20 years, attaining her CFP® designation in 1996. A past president of the Financial Planning Association of Silicon Valley, Esther has been quoted in Investment Advisor, the San Jose Mercury News, featured in The Wall Street Journal, and more.


Anita J Patel started her career in financial services working with institutional clients in 1994, after earning a Bachelors in Economics from The Wharton School at the University of Pennsylvania. In 1998, she received the professional designation of CFA (Chartered Financial Analyst).

She spent the first part of her career helping large corporations and institutions make their big money decisions. In 2004, she took time off to help her mother deal with family matters after her father's untimely death.  It was then that she saw firsthand how suddenly financial situations can change and how women often bear the brunt of it.

This was a turning point, and in 2005 Anita's career moved from Wall Street to Main Street. She now works with women over 50 to understand their options, so they can feel secure that they are making smart money decisions to help protect themselves and their independence as they grow older and life happens.

After spending almost a decade working with institutional clients, she is now happy to be working and building relationships with individuals and small business owners as an Investment Adviser Representative with Cambridge Investment Research Advisors. (www.anitajpatel.com)

Don't forget, pre-order your entree:

Grilled Breast of Chicken: Soft Polenta,
Garlic Basil Broth & Sauteed Vegetables

Chef's Cobb Salad: (choice of chicken,
shrimp or vegetarian) Late Harvest Vegetables w/ Citrus Dressing

Event Timeline
-11:30am to 11:45am: Check-in/meet & greet
-12:00pm: Lunch served 
-12:00pm to
1:00pm: Seminar  
-1:00pm to 1:30 pm: Q&A

We hope to continue the tradition of hosting women-only events in addition to the Women's Luncheons and appreciate your continued support.

Gina Rodriguez
Member Relations Coordinator