Baltimore Women’s Advisory Board: Financial Wellness — Mobilizing the Financial Power of Women

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GBC Member Individualshow details + $0.00 (USD)  
GBC Non-Member Individualshow details + $25.00 (USD)  

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  • September 30, 2020
    10:00 am - 11:00 am

BWAB Financial Health

When you invest in a woman, change happens! From everyday spending to long-term financial planning, effective money management is essential. Join the GBC’s Baltimore Women’s Advisory Board as we discuss financial wellness, finance 101, fears and the untapped potential of the female economy.

This is a must-attend event moderated by BWAB Co-Chairs Christine Aspell, Managing Partner of KPMG (pictured above, second row, left), and Sabina Kelly, Greater Maryland Market President at Bank of America (pictured above, second row, right), along with an all-star panel of finance experts.

Panelists include (pictured above, top row, left to right):

Kathy Bays Armstrong – Private Wealth Advisor, Heritage Financial Consultants

A Certified Financial Planner practitioner, Armstrong provides clients with holistic financial planning throughout all stages of their lives. With decades of experience, Armstrong manages a dynamic financial planning practice at Heritage Financial Consultants specializing in comprehensive financial planning in the areas of asset management, retirement planning, education funding, personal risk management and estate planning. Through extensive experience and uncompromising integrity, Armstrong delivers objective, straightforward strategies to help her clients achieve their lifelong financial goals.

Sandra Liotta – Senior Vice President and Wealth Management Advisor, Merrill Lynch

Based in Towson, Liotta heads a team of nine financial advisors and client associates and manages one of the most successful Merrill Lynch offices in the Mid-Atlantic region. A believer in acquiring a wide spectrum of knowledge to better serve clients, Liotta is among the few financial advisors at Merrill Lynch who are both a Certified Financial Planner™ practitioner and a Certified Investment Management Analyst℠ professional. She collaborates with clients’ attorneys and CPAs to develop estate plans and retirement income plans. Liotta also manages discretionary stock and bond portfolios as a Portfolio Manager in Merrill’s Personal Investment Advisory℠ Program.

Sarah Kahl – Partner, Venable, LLP

Kahl focuses her practice on tax and estate planning for individuals and families. Kahl also represents fiduciaries and beneficiaries on the proper administration of a trust. With her CPA background, she reviews a client’s entire financial picture to tailor appropriate tax strategies to the particular client. Her practice includes the administration of foreign trusts and planning for individuals with foreign connections.

Event details:

When: Wednesday, September 30, 2020; 10 a.m. (Registration closes at noon, September 29.)

Where: Virtual Webinar via Zoom

*A personal, one-time link to join the webinar will be sent out via email to all registrants the evening prior to the event. (If you do not receive your link by 6 p.m. September 29, please contact Lisa Byrd, Director of Events and Business Development, at lisab@gbc.org.)

Cost: GBC members: Free, Non-members: $25

A 72-hour cancellation notice is required for refund. Contact Tara Harris at tarah@gbc.org or Karen Parrish at karenp@gbc.org.

For event and sponsorship information, contact Lisa Byrd, Director of Events and Business Development, at lisab@gbc.org.

Please submit your questions to the panelists in advance on the registration page or to Lisa Byrd at lisab@gbc.org.

In preparation for this event, the Baltimore Women’s Advisory Board has provided these articles for further study, courtesy of Heritage Financial Consultants and Venable:


Sponsors
Ambassador Sponsor:

UMMS logo

Signature Sponsor:

Event Sponsor:

BGE

 

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