Women and Money, Talk Sat. April 25, San Rafael
This event is expired.
How women’s needs and concerns about money differ from those of men will be discussed in a talk Saturday morning, 12-1 p.m. Saturday, April 25 in San Rafael, at the Blue Door Conference Room , 1003 Third St., San Rafael.
The free talk features speakers J.R. Hastings, estate planning attorney, and Certified Financial Planner Kathleen Nemetz. They will explore research findings showing why women take a different approach to finances than do men, and how women can use this information in making decisions affecting themselves and their families.
Women of all ages may lack in depth information about investments, but often are the primary decision makers regarding household budgets. Women also tend to be more conservative than are men in choosing investments. Because of societal changes, more women are heading up households and supporting extended families, putting more pressure on them for managing finances for the long-term.
The implications for partnered and unpartnered women for estate planning will also be addressed.
Kathleen Nemetz, MBA, CFP, CDFA, is a co-founder of the Women’s Collective of Marin. Her investments and financial planning practice is located within McClurg Capital Corporation, San Rafael. Cross-trained in mediation, she frequently works with couples, and is a member of Collaborative Practice San Francisco. She teaches classes on the subject of relationship finance offered by the San Rafael Park and Recreation District.
More information about Kathleen can be seen at www.life-as-planned.com.
Jim Hastings has practice law in California for more than 35 years. Among his specialties are estate planning and real estate law. His law practice is located in San Rafael. The Blue Door Conference Room is attached, in the back.