The Financial Women's Association Of San Francisco
Presents

"Building Financial Wealth -
The Basics of Managing Your Financial Well-Being"

featuring

Laura Roden, VC-Prive LLC
Michelle Alberda, CFP, Financial Advisor, Ameriprise
Financial Services
Cathy Curtis, CFP, Curtis Financial Planning

Please join us for this panel discussion, led by local women financial advisors, that will focus on the building blocks of financial wealth.

This is the first of a two-part series co-sponsored by FWA and PricewaterhouseCoopers aimed at helping mid-level professional women better understand the building blocks of a sound financial plan. Topics include the structure of a financial plan, managing debt, the basics of investing and protecting your assets. Part two is to be scheduled in April.

Moderated by Laura Roden of VC Privé LLC, the panel discussion will include the basic structure of a financial plan; managing debt (credit scores, credit cards, loans); the basics of investing (risk, return and portfolio allocation); retirement products (401ks and IRAs) and finally a few words about protecting your assets through insurance.

Proceeds go directly to the FWA Scholarship Fund.

About the Panelists

Michelle Alberda
Michelle founded a solo financial advisory practice of Ameriprise Financial Services in San Francisco in 2007. She has ten years of experience in financial planning and in 2004 she received CFP® certificant status and has developed experience in comprehensive financial planning including planning for retirement, estate and income tax planning strategies, stock option strategies, and education planning. Her main focus is working with women and small business owners. Michelle is the co-founder of SKIRT, a networking group for women. She was President of the Financial Women’s Association of San Francisco in 2007 and currently serves on the Endowment Committee. In 2008 she co-authored and published the Amazon.com bestselling book SKIRTworking: How to Network Using SKIRT.

Cathy Curtis
Cathy, a CFP^®, is a fee-only independent financial advisor since 2001 and CEO of her firm, Curtis Financial Planning based in Oakland California. Her financial planning and investment advisory practice specializes in the unique financial needs of women, their families and their businesses. Cathy is also active in the community, mentoring women entrepreneurs for the Hatch Network and planning events for the Commonwealth Club of California. A financial literacy advocate, Cathy educates the public through her blog "Of Independent Means" and her Facebook business page "Women and Money" as well as her website.

About the Moderator

Laura Roden
Laura is the founder and managing director of VC Privé, LLC. VC Privé is an investment bank, which raises money for venture capital funds, private equity funds and hedge funds. Prior to founding VC Privé, Ms. Roden was the Managing Director of The Angels' Forum (TAF), a leading association of individual and corporate early stage investors. Ms. Roden is currently a member of the Harvard Angels, and active with the Angel Capital Association. Ms. Roden was an original Board member of the Forum for Women Entrepreneurs & Executives (FWE&E). She was nominated as one of the "most influential women in Silicon Valley" by the San Jose Business Journal. Ms. Roden received her undergraduate degree from Harvard/ Radcliffe and her MBA from Harvard Business School. She holds Series 7 and 66 licenses to sell securities and provide investment advisory services.

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