October Main Event: 2 Speakers
Topic 1 - Empowering Women: Creating, Conserving & Conveying True Wealth, with Vanessa Martinez, CEO & Founder of Em-powered Network
Topic 2 - Managing Volatility and Uncertainty: How Did Your Plan Work? with Rob Bernstein, President of RGB Capital Group
Join us by Zoom on October 8th, 2022.
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Speaker Bio & Session Info
Session 1 - Empowering Women: Creating, Conserving & Conveying True Wealth
The beginning of every project needs attention and care; this is the same for building your wealth. You want to start with all the pieces to build a strategy for success! One, build a good relationship with money, two, align your values with your goals, three, create a budget that works for you, four, understand retirement accounts, and five, invest with a plan.
As your wealth grows, you need to make more decisions tied to the future. I picked three areas to discuss: Financial Planning, Retirement Planning, and Estate Planning
Now it’s time for retirement! What do you do with your money? Once you have created and saved wealth, you can make a few decisions: 1. Spend it, 2. Share it during your lifetime, 3. Gift it to your children and loved ones, 4. Donate to causes you love. There are different ways to have tax and legacy optimization. These are personal decisions, but we will review the various options and their ramifications. ATTEND THIS MEETING TO LEARN:1. How to talk about wealth comfortably2. Growing your family legacy3. Start your future plans today SPEAKER’S BIOGRAPHY: Vanessa N Martinez is the CEO and Founder of Em-Powered Network and has over fifteen years of experience assessing and guiding families through all aspects of their wealth. Her goal is to build meaningful relationships and help women pass on a legacy rooted in holistic wellness. She holds FINRA Series 6, 7, 63, and 65 licenses. She co-authored Family Value at Risk, a book that details the importance of intentional communication among families. We got connected with Vanessa through SavvyLadies.org whose Savvy Helpline Volunteers are financial professionals from across the United States ready to assist people, especially with advancing the financial education for all women. The Savvy Ladies organization helps women gain the confidence and knowledge they need to build their personal financial roadmap to attain financial security.
As your wealth grows, you need to make more decisions tied to the future. I picked three areas to discuss: Financial Planning, Retirement Planning, and Estate Planning
Now it’s time for retirement! What do you do with your money? Once you have created and saved wealth, you can make a few decisions: 1. Spend it, 2. Share it during your lifetime, 3. Gift it to your children and loved ones, 4. Donate to causes you love. There are different ways to have tax and legacy optimization. These are personal decisions, but we will review the various options and their ramifications. ATTEND THIS MEETING TO LEARN:1. How to talk about wealth comfortably2. Growing your family legacy3. Start your future plans today SPEAKER’S BIOGRAPHY: Vanessa N Martinez is the CEO and Founder of Em-Powered Network and has over fifteen years of experience assessing and guiding families through all aspects of their wealth. Her goal is to build meaningful relationships and help women pass on a legacy rooted in holistic wellness. She holds FINRA Series 6, 7, 63, and 65 licenses. She co-authored Family Value at Risk, a book that details the importance of intentional communication among families. We got connected with Vanessa through SavvyLadies.org whose Savvy Helpline Volunteers are financial professionals from across the United States ready to assist people, especially with advancing the financial education for all women. The Savvy Ladies organization helps women gain the confidence and knowledge they need to build their personal financial roadmap to attain financial security.
- Session 2 - Managing Volatility and Uncertainty: How Did Your Plan Work?
- The past few years have seen unprecedented volatility in the stock market. A pandemic, massive amounts of government stimulus and the highest inflation we have seen in 40 years have created large swings in the stock market. Mr. Bernstein will share how he has managed through this volatile period in the market and his plans for managing through the uncertainty in the future. He will share his approach to creating a low volatility portfolio including actionable ideas that you can use to enhance your investment decision making process.
- ATTEND THIS MEETING TO LEARN:
- * Where are we in the business cycle and implications for investing
- * How to identify when the next bull market has started
- * How to take advantage of the next bull market
- SPEAKER’S BIOGRAPHY:
- Rob Bernstein is the president of RGB Capital Group LLC where he manages personal and client portfolios. Driven by the economic decline during the 2008 bear market, Mr. Bernstein started RGB Capital Group in August 2009 to help others avoid life altering declines. Prior to starting RGB Capital Group, he was a consultant with Deloitte & Touche for over 11 years and served four years as chief information officer at Newland Communities, a real estate development company.
- Mr. Bernstein has a B.A. in Quantitative Economics and Decision Sciences from the University of California, San Diego and an MBA in finance and accounting from William E. Simon School of Business at the University of Rochester in Rochester, New York. In addition, Bernstein holds a Series 65 License, has a CPA license (retired), is the president of the AAII San Diego Chapter and serves on the board of the National Association of Active Investment Managers (NAAIM).
About This Meeting
AAII Silicon Valley Chapter hosts several main meetings and meetups by webcast throughout the year. These meetings are funded by members and attendees who are willing to donate $5 or $10 to attend our main events. Please consider doing that when you register to attend on our Eventbrite Registration System.
We also welcome those who attend our Webinars and Meetups for free. Be sure to register on Eventbrite here to receive email notices with the Zoom meeting link, as well as the link to the recording after the event.
Currently all our meetings are hosted on Zoom and you can get notices on all our events by checking out our website here, or by following us on Eventbrite and Meetup.