Announcing our May 24, 2016 meeting “Are you planning for your future? What you need to know about your personal financial, tax and estate planning.

business-women1Date: Tuesday, May 24, 2016
Time: 5:30pm – 7:00pm (panel discussion begins promptly at 6:00pm)
Location: 4747 Executive Drive, San Diego, CA 92121
RSVP: SanDiegoWIF@gmail.com
Parking: Not Hosted

Please join us for this interactive panel discussion about creating a solid plan for your future. Please bring questions and we will address them as time allows.

Panelists:

Katie Burke, CFP® – President and Founder of Method Financial Planning
Anne Burns, CPA – CPA with Stremlau & Company CPAs
Abigail Stephenson, Esq. – Attorney with Blanchard, Krasner & French

About Our Sponsors:

TriNet

TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.

www.MethodFinancialPlanning.com

We offer financial planning and consultation for individuals and families. Utilizing the latest tools and technology we simplify your financial life, and leave you with peace of mind so you can focus on your family, your career and all of the things that matter most.

As a fee-only financial planning firm, Method, is committed to providing objective advice and guidance on your entire financial picture. We do not receive compensation outside of the client/advisor relationship, and provide advice with no other incentive but to help you to identify and achieve your own personal financial goals. We offer unparalleled peace of mind by designing and implementing individualized financial plans regardless of where your investment and financial accounts reside.

Panel Bios:

 Katie Burke, CFP®

With over 12 years of experience in the financial industry, Katie created Method Financial Planning in 2015 to offer clients simpler, more effective solutions to achieve their financial objectives. Utilizing the latest tools and technology she works with young families and busy professionals across the country leaving them with peace of mind so they can focus on their families, careers and the things that matter most.

Katie began her career as a Mutual Fund Accountant at T.Rowe Price in Baltimore. During her time at T.Rowe Price she realized her love for finance but knew she wanted to work with clients directly, so in 2006 relocated to Philadelphia to pursue a career with Bernstein Global Wealth Management as a Private Client Associate.  In 2008 Katie was transferred to the Bernstein office in San Diego.  Here she had the opportunity to work with many of the high-net worth families the office served and began studying for the CFP®.  Her next move was in 2010 when she joined a start-up investment firm, Delphi Private Advisors.  During her five years with Delphi Katie took on multiple roles including leading many client relationships, as well as the financial planning activities of the firm.

Katie graduated from Elon University with a Bachelor of Science, Business Administration (Finance Concentration). She received her Certificate in Financial Planning from Boston University and in 2011 received her designation as a CERTIFIED FINANCIAL PLANNERTM. In 2011 Katie co-founded San Diego Women in Finance (SD WIF) and currently serves as a Board Member.  She is also a student mentor through the program offered by the Academy of Business and Technology at Clairemont High School.

Originally from the Philadelphia area, Katie now lives in San Diego with her husband and son (and another baby on the way in July).

Anne Burns, CPA

Anne assists her clients by addressing their tax related matters so that they can focus on what really matters to them rather than focusing their time and energy stressing over the intricacies of the tax law. Through strategic planning, extensive knowledge and preparation Anne is able to assist clients in a variety of industries and tax positions. No matter what industry you work in, having Anne assist you with your taxes allows you to focus on your business or career knowing that your taxes are being prepared accurately and effectively. Anne works with individual, corporation, and LLC taxation and planning. Anne’s clients include, but are not limited to, business owners, stock and other equity compensation holders, and property owners. Anne has experience running a local business prior to becoming a CPA, which gives her insight into the challenges facing business owners. The combined public and private experience allows Anne to effectively plan and assist business owners in navigating complex tax law to their best advantage.

Anne also has a specialty in estate (Form 706) and fiduciary (Form 1041) compliance and planning. In addition to knowing the technical requirements for reporting and being able to help plan for the most tax advantageous results, Anne understands the emotional difficulty that is involved with most estate and trust creation. Anne works with compassion to try to make the tax related piece as painless as possible.

Anne graduated from San Diego State University with her bachelors in Accounting. Anne has been certified as a CPA in California since April 2008. Anne is a member of the AICPA, CalCPA, USD Planned Giving Council and North County Estate Planning Council. Anne has extensively lectured on the risks of Elder Financial Abuse and income tax basics.

Anne is a San Diego native and enjoys getting outside to take advantage of all the beauty San Diego has to offer. She also enjoys spending time with family and friends, cooking, reading, practicing yoga and traveling. Her most recent adventure was a yoga retreat in Bali. Anne has been a team captain for the Susan G. Komen Race for the Cure and participated in the Susan G. Komen 3-Day Walk for several years.

Abigail Stephenson, Esq.

Abigail Stephenson is an attorney in the San­­ Diego office of Blanchard, Krasner & French. She is admitted to practice in California and Nevada.

Ms. Stephenson represents privately held companies in a variety of transactional matters including entity formation; real property sales, purchases, and leases; merger and acquisition of other entities and assets; drafting, reviewing and negotiating commercial agreements; and equity and debt financings. She also assists clients in securing and maintaining federal trademark registration and advises business clients with respect to employment law issues, corporate governance, and insurance regulatory issues.  Ms. Stephenson maintains a small litigation practice representing litigants in contract, real property, probate, and family law disputes.  Estate planning rounds out her practice.

Ms. Stephenson joined USD School of Law as an adjunct faculty member for the Civil Practicum in the fall of 2015. Prior to joining Blanchard, Krasner & French, Ms. Stephenson clerked for the Honorable Bruce S. Jenkins at the U.S. District Court for the District of Utah.

Ms. Stephenson is a graduate of the University of San Diego School of Law where she received her Juris Doctor, cum laude. While attending law school and working full time as a University administrator, Ms. Stephenson helped found the San Diego Journal of Climate and Energy Law, and then served as Managing Editor for the Journal its first year of publication. She received her Bachelor of Art’s Degree in 3.5 years, cum laude from Macalester College in St. Paul, Minnesota with a double major in Political Science and Psychology.

In her free time, Ms. Stephenson enjoys mountain and road biking, yoga, reading, and spending time with friends and family across the country and around the globe. She is also a proud Mom to her son Cooper and is looking forward to welcoming baby #2 in July 2016.

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SDWIF Would Like to Thank Jenn Harris, CEO of the High-Heel Golfer, for sponsoring our first Golf Clinic for a Cause-raising money for Clairemont H.S. Academy of Business and Technology

golf2 golf1The High Heel Golfer teamed up with San Diego Women in Finance to help boost our business  and give back through a Clinics for a Cause event.  We had a fun evening building our self confidence, golf competence, networking and sales skills all while sipping on vino,  eating delicious appetizers and having fun!

Attendees started making more green on the greens while raising money to support the mission of the Academy of Business and Technology at Clairemont High School (website http://www.aobtfoundation.org).  We are  excited that we raised money  for student scholarships for the 2016 graduating class!

Thank you Jenn Harris for making this such a fun and successful event!

 

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SDWIF would like to thank our speaker, Jackie Martin CEO Love Your Closet by Jackie, on her presentation for “Bringing Joy into Our Closets to Bring More Joy into Our Lives”

martinJackie’s lecture was a fun and educational evening of interactive exercises to help us build our happiness and confidence on a daily basis.  Thank you for sharing your five solutions for a getting your closet in order while at the same time activating more love, joy, confidence and fun into your life

In addition, we would also like to thank our corporate sponsors TriNetGroup Inc  and QualStaff Resources for their support and generosity of this event.

About Our Corporate Sponsors:

TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution

QualStaff Resources is a professional recruitment firm offering San Diego employers a quality, cost effective option for acquiring high-value technical, financial and administrative talent.  QualStaff can offer both candidates looking for work and clients searching for talent a unique local San Diego connection.  Serving the San Diego market since 1998, QualStaff has successfully serviced thousands of customer orders, employing thousands of contract employees as well as placing top tier talent in direct hire roles at hundreds of San Diego’s leading organizations.  Through continuous quality placements, dedication and caring service, QualStaff is recognized as a market leader.  http://qualstaffresources.com/

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Please join us for a great event to raise money for AOBT Foundation. Please sign up early if you are interested in joining us since we have limited space. Golf clinic for a cause April 28th 2016

group_of_womenSee below for the details and looking forward to seeing you at the golf course!

Golf Clinics for a Cause- Raising money to support the mission of the Academy of Business and Technology at Clairemont HighSchool

The Fun Way to Network

Boost Confidence, Camaraderie & Golf Skills

High Heel Golfer has teamed up with San Diego Women in Finance to help you boost your business and give back through a Clinics for a Cause event where you will get to boost your self confidence, golf competence, networking and sales skills all while sipping on vino and having fun!

The event includes: A glass of wine right when you arrive, a 1-hour golf lesson, 20-min business golf discussion, more wine, networking, a newbie golfer schwag bag, delicious appetizers and an SCGA membership!

Playing golf and knowing business golf etiquette levels the playing field for all attendees. Start making more green on the greens while raising money to support the mission of the Academy of Business and Technology at Clairemont High School (website www.aobtfoundation.org)

WHERE: Riverwalk Golf Course, 1150 Fashion Valley Rd, SD, CA

WHEN: Thursday, April 28th TIME: 4:00 – 7:00 PM

PRICE: $100 Suggested Donation

LINK to Register: https://highheelgolfer.com/women-in-finance

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Announcing our April meeting “Bringing Joy into Our Closets to Bring More Joy into Our Lives” speaker Jackie Martin- CEO Love Your Closet by Jackie

Date: Thursday, April 21, 2016

Time: 5:30pm – 7:00pm (lecture begins promptly at 6:00pm)

Location: TriNet Group Inc

4747 Executive Drive, Lobby Conference Room, San Diego, CA 92121-3091

Parking: Not hosted

RSVP: SanDiegoWIF@gmail.com

Please join us for a conversation with our speaker Jackie Martin, CEO of Love Your Closet, by Jackie. She will discuss bringing joy into our closets to bring more joy into our lives. 

About our Speaker:

Jackie has spent years working with women and teenage girls to accept their bodies and bring more joy into their lives. She helped create and facilitate women’s empowerment high ropes courses for at risk teenage girls in 2005. That was where she first recognized that she wanted to help women of all different ages and backgrounds to develop a stronger, deeper relationship with themselves, and their bodies.

Jackie currently facilitates workshops on body image, dressing for your body type, and cultivating more joy in our lives, but using our closets. She also enjoys working with individuals to empower them to dress up the body parts they like, encourage them to wear what makes them feel good, and to help create new outfits with what they already have in their closet to bring out the emotions they want to have more of in their life. Jackie is an advocate for women’s joy and shows up in a variety of ways to help make profound differences in the way we see ourselves, so we can show up more in the way we choose to be.

About Our Corporate Sponsors:

TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution

QualStaff Resources is a professional recruitment firm offering San Diego employers a quality, cost effective option for acquiring high-value technical, financial and administrative talent.  QualStaff can offer both candidates looking for work and clients searching for talent a unique local San Diego connection.  Serving the San Diego market since 1998, QualStaff has successfully serviced thousands of customer orders, employing thousands of contract employees as well as placing top tier talent in direct hire roles at hundreds of San Diego’s leading organizations.  Through continuous quality placements, dedication and caring service, QualStaff is recognized as a market leader.  http://qualstaffresources.com/

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SDWIF would like to thank our speaker Emilie Hersh, founder of Unbuttoned Innovation, on her educational presentation

IMG_5115

San Diego Women in Finance would like to thank our speaker Emilie Hersh, founder at Unbuttoned Innovation, for sharing her experiences as a Chief Executive Officer. We learned what she expects from a leadership team, which includes the Chief Financial Officer. In this complex global economy it is helpful to have an understanding of what a CEO wants from their leadership team.

In addition, we would also like to thank our corporate sponsors, TriNetGroup Inc. and Katie Brodhead, as well as Legent for their support of this event.

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On Behalf of Qualcomm’s International Women’s Day, the Qualcomm Global Inclusion & Diversity Group, Qualcomm Women in Science & Engineering (QWISE), and QFinity has invited SDWIF to their 3/17 event

Speaker: Love, Loss and What We Ate by Padma Lakshmi
Date: Thursday, March 17, 2016
Time: 5:00 PM – 7:00 PM PT
4:30 PM – 5:00 PM Registration
5:00 PM – 6:00 PM Keynote Session
6:00 PM – 7:00 PM Book Signing and Dessert Reception
Location: Irwin M. Jacobs Qualcomm Hall (N Auditorium)

Padma will share her journey from a humble kitchen, ruled by ferocious and unforgettable women, to the judges’ table of Top Chef and beyond. She will highlight the fierce devotion of the remarkable people who shaped her along the way, from her headstrong mother who flouted conservative Indian convention to make a life in New York, to her Brahmin grandfather—a brilliant engineer with an irrepressible sweet tooth—to the man seemingly wrong for her in every way who proved to be her truest ally. REGISTER TODAY! (Note: Seating is limited to 525 attendees.) **First 200 People to Arrive Receive a Free Book!

TO Register: https://qcsurveynew.qualcomm.com/SurveyBuilderJext/view/viewSurvey.faces?pub=Y&survey_id=aa8ef2736f2f3183947c71733d605fc7

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