Women and Personal Finance:

What you need to know as a woman about investing, estate planning, insurance and taxes

Free Event

Panelist Discussion

Register Here

Moderator:

Teresa Scagliotti, CFP®
Principal, Scagliotti & Associates, Los Gatos
Insurance and Financial Planning Expert
 
Topics:
Introduction and overview of what women need to know in Insurance, Tax, Estate Planning and Investment
 
Speaker1:

Ariadne Horstman, CFP® Candidate
Financial Planner, InvestmentYogi
 
Topics:
International personal finance issues (inheritance, account reporting, investments, spouse’s management of affairs, PFICs, FBAR, )

Speaker2: 

Lavina Nagar, CFP®
Maya Advisors
 
Topics:
Investing for Women:
   -  Statistics on how well women vs men perform in investing
   -  Titling accounts : what to know
   -  Other
 
Speaker3:

Barbara Nesbit, Estate Attorney

Topics:
   -  Special issues for women in trusts and estates, non citizen spouses, etc
   -  Financial rights for women, eg California community Property Law

Meeting Details:

Come learn more about Personal Finance and what you need to know to better protect you and your family in good times and bad.
 
This panel event, sponsored by the India Community Center and the Silicon Valley Financial Planning Association,  will include financial planners and estate planners talking about relevant topics for women. Discussion will include investing, insurance, retirement and aging, and estate planning as well as some special issues that apply to non-citizen spouses and international situations. The goal is to educate women in the local community. You have a right to know more about personal finance to better plan for yourself and your family and a responsibility to your family to be well informed. Even if your spouse handles all of these issues, it is important to understand them, especially if anything should ever happen where you need to take care of this by yourself.

Register Here