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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.

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"Women and Their Money: Lessons Learned and Shared"
Tuesday, July 22nd from 6:00 PM - 8:00 PM
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Cost: Members - $35; Guests - $60
  

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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

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