Athena San Diego
We work for the purpose and ability to provide for ourselves and our families’ lifestyles and dreams. On March 21, three powerful professional women will help us explore wealth in detail: Getting it, Growing it, & Giving it
Getting it: Cynthia Hearing will share insights on maximizing Employee Benefit Programs (ie. retirement accounts & stock options) and negotiating for Executive Benefit Plans (ie. split dollar or deferred compensation) frequently found within small business and corporations.
Growing it: Learn how to grow personal success from our passions and pursuits. Financial Planning Advisor Bridget Grimes will share awareness into cash flow and investment management within personal financial planning for the future.
Finally, Joy Chang will provide input on tax-efficient transfer of wealth. Ever thought of forming a public charity or a private foundation? Joy will share an understanding of estate and gift planning, including charitable giving.
Moderated by Athena Executive Director Cheryl Goodman. Hosted and sponsored by Morrison Foerster.