The Financial Women’s Association Of San Francisco - East Bay Group
presents

A Lifestyle and Special Events Series Event:

"The Bonds & the Bees: A Panel for Your Kids About...Money"

On Tuesday, August 14, bring the young people in your life to the Orinda Community Center for a fun, interesting, and interactive program to educate young adults about finances. The program will be led by three seasoned experts in the field of financial literacy for young people: Michelle Matlin, who will be using curriculum prepared by the California Society of CPAs; Paula Davis and Patricia Lott, co-founders of Riches By Design Money Matters Network, Inc.; and Karen Campbell, an FWA member who will provide a parent’s perspective.

The program will focus on budgeting, savings, and credit cards. Some of the interesting offerings at this event include:

• Financial planning guides targeted for use by 16 - 22 year-olds,
• Bank of America, Citibank, and Wells Fargo representatives on hand to provide helpful information for young adults, and
• Computers provided by Yodlee to model budgeting/spending choices.

"Young adults" attending will be eligible to win an iPod donated by Burr, Pilger & Mayer, and participants will also be eligible to win Starbucks and iTunes gift cards. Prior to the event, attendees can submit questions anonymously via the link below:

Submit Questions Here

Let us show you what a young person needs to understand!

About the Speakers: 

Paula Davis and Patricia Lott are the co-founders of the San Ramon-based Riches By Design Money Matters Network, Inc. The organization is committed to cultivating and encouraging high scholastic standards for middle and high school students in the areas of math, reading and Financial Literacy. Pat and Paula work in tandem with several community organizations and Superintendents of middle and high school districts to provide educational tutoring support and financial literacy education.

Patricia, CEO, retired from the Telecommunications Industry after a successful career as a manager in Information Technology. Pat has a strong training and consulting background, specializing in the delivery of management and leadership training courses for middle- and senior-level managers as well as in executive coaching, conducting seminars and workshops, and in classroom instruction. Pat is a charter member and President of two investment clubs.

Pat holds a BS degree is Management Information Systems and a MA degree in Management. She is a member of Alpha Kappa Alpha Sorority, Inc., Rho Upsilon Omega Chapter (San Ramon/Hayward) and a Life Member of the following organizations: NAACP, National Black MBA Association, AT&T Pioneers of America, and Jack & Jill of America (Contra Costa Associates Chapter). Pat is also the Academic Chair of the Bachelor of Science in Business Administration Program for the School of Management and the Diversity Affairs Director at John F. Kennedy University in Pleasant Hill, California.

Paula, Senior Vice President, is a recently retired school administrator who continues to enjoy working with youth to motivate them to develop an awareness of how clearly defined financial goals can impact their quality of life. Paula holds a BS degree in Elementary Education from Southern Illinois University and a MA degree in Educational Administration and Supervision from Roosevelt University, Chicago. She is a Life member of Alpha Kappa Alpha Sorority, Incorporated and President of Rho Upsilon Omega Chapter. Paula is also a Life Member of Jack & Jill of America, Incorporated (Contra Costa Associates). 

Michelle J. Matlin, CPA, MS-Tax is an accountant at Fuhriman van Gemeren Matlin, CPAs, LLP. She has over 20 years of experience in public and corporate accounting focusing on business, individual, estate and trust taxation, as well as accounting, finance, and computer consulting for small businesses. She understands the issues involved in administering large family estates and works with clients with an eye to the financial aspects involved in maintaining their life style, preserving their assets, and providing for future generations. Recognizing the relationship between early financial education and future wealth, Michelle is active in the community as a volunteer teaching financial literacy to high school students.

Michelle has a BS in Accounting from the University of Illinois, Chicago and an MS in Taxation from Golden Gate University. She is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, the Estate Planning Council of Diablo Valley, and from 2004-2006 was the Chairman of the East Bay Chapter of the Financial Literacy Committee. Michelle and her husband Dan are very happy to call Dublin, California home.

Event Details

REGISTRATION

There are 5 ways to pre-register:

1. Register online. Online registration is now closed.

2. Print and mail the following form to FWA, P.O. Box 26143, San Francisco, CA 94126
  
3. Print and fax the following form to 415-586-6606
  
4. Send an email to
 
5. Call Rhoda Singer at (415) 586-8599

Refund Policy:  We are unable issue refunds unless the refund request is received 72 hours prior to the event.

cut here Tuesday, August 14th from 5:30 PM – 7:45 PM A Lifestyle and Special Events Series Event: "The Bonds & the Bees: A Panel for Your Kids About...Money"
Yes, I am attending  event and will/will not bring other. Total number in attendance:______
Name:	_______________________	Telephone:	______________
		Company:	______________
Guest Name:	_______________________	Telephone:	______________
	Under 22	Company:	______________
Guest Name:	_______________________	Telephone:	______________
	Under 22	Company:	______________
Cost: Members & Non-members or guests - $30, Guests under 22 years old- $15
Payment enclosed $  ____ Check    Visa/MC #_________________Exp:  ____
Credit Card Billing Address:   ___________________________________
__________________      _____      ______
Signature: ________________________________________________
Return to: FWA, P.O. Box 26143, San Francisco, CA 94126 or fax (415) 586-6606  For any questions regarding the above program call (415) 586-8599 or email cut here