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The Financial Women's
Association Of San Francisco
Silicon Valley Group
Presents
"Women and Their Money: Lessons Learned and Shared"
A Industry Leadership Series Event
on
Tuesday, July 22nd, 2008
Join us to hear Camilla(Cam) Neri, one of an elite group of
financial advisers in Silicon Valley and in the nation, as
she shares her expertise on the unique financial needs of
widowed, divorced, and professional women. Cam, a Certified
Financial PlannerTM Practitioner, has been a financial
adviser since 1980. Recently, San Jose Business Journal
named her as one of the "Top 25 Financial Advisers in
Silicon Valley" and in both 2007 and 2006, Barron's
included
her in their "Top 100 Female Advisers" list.
Cam will speak on her favorite topic, "Women and Their
Finances: Lessons Learned and Shared," specifically
addressing the following topics:
Successful financial strategies for different times of
life,
Worst mistakes – look out for them and avoid them, and
Building a successful and sustaining financial practice.
About the Speaker
Camilla (Cam) Neri is the Senior Managing Partner in the
San Jose office of Retirement Capital Strategies (RCS). A
Certified Financial PlannerTM Practitioner, she began her
advising career in 1980. Prior to joining RCS, Cam formed
and ran Neri Financial Services, and was a partner at Crest
Financial Services. Cam earned her undergraduate degree at
Knox College in Illinois and her Masters degree from
Stanford University. She currently serves on the Board of
the Morrissey/Compton Educational Center, is on the Board of
Silicon Valley Planned Giving, and the Business Advisory
Council for Knox College. Cam is an active member of the
local chapter of the Financial Planning Association, as well
as Leave a Legacy of Silicon Valley. In her free time, Cam
enjoys hiking, cooking and reading mysteries.
In 2006 & 2007, she was named one of the "Top 100 Women
Financial Advisers" by Barron's. Cam was also named
one of the "America's Top 100 Independent Advisers for
2007."
Camilla Neri is a Registered
Representative with, and securities are offered through LPL
Financial. Member FINRA/SIPC.
Event Details
What:
"Women
and Their Money: Lessons Learned and Shared"
When:
Tuesday, July
22nd from 6:00 PM - 8:00 PM
Where:
Wells Fargo Bank – 1900 Broadway, Redwood City, CA
Program
Format:
6:00 PM - 6:30 PM...Registration and networking
6:30 PM - 8:30 PM...Dinner and Program
Cost:
Members - $35;
Guests - $60
RSVP
Deadline:
Thursday, July 17th
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
"Women and Their Money: Lessons Learned and Shared"
Tuesday, July 22nd from 6:00 PM - 8:00 PM
Yes, I am attending
event and will/will not bring a guest (s). Total number in attendance:______
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