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February 2018 Luncheon
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2/28/2018
When: Wednesday, February 28, 2018
11:30 am - 1:30 pm
Where: Austin Women's Club
708 San Antonio Street
Austin, Texas  78701
United States
Contact: EWTG
512-220-4298


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Pam Friedman PhotoSimplifying Money in a Complex World: Financial Planning for the Modern Executive


Featuring

Pam Friedman

Partner, Silicon Hills Wealth Management
Founding Partner, Divorce Planning of Austin

 

In this session we'll discuss the intersection between traditional financial planning and the financial realities of our relationships, whether you are single, cohabitating, caregiving, married, or getting divorced. We'll learn about strategies to manage the discussion of money in relationships as well as specific financial planning ideas about some of life's most important financial matters - marriage, purchasing a home, budgeting, investing for retirement, and divorce. We will discuss the role that a financial advisor can play in this process.

Ms. Friedman has over 20 years of financial planning and investment experience. Prior to partnering with Silicon Hills Wealth Management, LLC, Ms. Friedman was on Wall Street in both New York and London structuring and raising capital for both public and private companies. Upon her return to Texas, Ms. Friedman spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin. She now teaches part-time for St. Edward's University.

I Now Pronounce You Financially Fit: How to Protect Your Money in Marriage and Divorce imageAs a financial planner and analyst, Ms. Friedman educates clients who may be unfamiliar with financial issues and investing, particularly during and after divorce. In her book, I Now Pronounce You Financially Fit: How to Protect Your Money in Marriage and Divorce, available on Amazon, Ms. Friedman uses stories from her practice to explain how to plan for the risks of divorce and what can go wrong when you don't. In divorce, Ms. Friedman assists men and women in identifying all the assets of the marriage, including those that potentially may be hidden or under-reported. She also provides detailed budgets and projections that demonstrate how different financial settlements will impact the client's family for the short and long term. Lastly, Ms. Friedman helps ensure that other financial areas are addressed such as life insurance, beneficiaries, and estate and college planning.

Ms. Friedman has been featured in national publications and on-air with New York Times, New York Daily News, Elle magazine, U.S. News and World Report, Self magazine, Estate Planning magazine, ABC News Radio, Daily Finance (AOL), and the Divorce Financial Analyst Journal. She is a founding member of The Center for Integrated Divorce, an Austin-based network of mediators and other consultative professionals in divorce. Ms. Friedman is a trained financial neutral for collaborative divorce cases and a member of Collaborative Divorce Texas. She is also a trained family law mediator.

Ms. Friedman earned the designation CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2006 and Certified Divorce Financial Analyst (CDFA®) in 2011. She holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin.

Austin Woman's Club mapJoin us at Chateau Bellevue, home of the Austin Woman's Club, in Austin, Texas. Ample free parking is available. Enter the parking lot from Nueces Street between 7th & 8th Streets. Networking begins at 11:30 a.m. and lunch will be served at 11:45 a.m. The presentation will start at noon and conclude at 1:00 p.m. The cost is $20 for EWTG members and $25 for guests.

Please register early in anticipation of a full house. Members must log in to receive member pricing. Online registration will end at 10:00 am Monday, February 26, 2018.

Cancellations must be received forty-eight (48) hours prior to the event to receive a refund or for your registration fee to be waived.

Submitted by Mary Castleberry
EWTG Program Director, 2018

PO Box 1635, Leander, TX 78646
| 512-220-4298
| 512-692-2651 (fax)
| ewtg@ewtg.org
| ewtg.org

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