The Financial Women's Association Of San Francisco
Presents
A Professional Development Series Event

"Building Financial Wealth Part 2 -
Making Smart Investment Decisions"
Featuring
Pam Flournoy, CFP, Financial Advisor LPL Financial and Michelle Alberda, CFP, Financial Advisor with Ameriprise Financial Services

For Members Only

Please join us for this Members-only event. Our panel discussion, led by local women financial advisors, will focus on creating a portfolio of investments.

This is the second of a two-part series co-sponsored by FWA and Price Waterhouse Coopers aimed at helping mid-level professional women better understand how to create financial wealth. Led by Kathy Wheadon, FWA Board member with Diversified Credit Investments, the panel discussion will include details about investing, including the ways to hold investments, the various investment products (annuities, brokerage accounts, wrap accounts) and the kinds of assets in which to invest (equities, ETFs, mutual funds, index funds bonds). The program will also cover the basic asset class allocations of an investment portfolio.

A substantial portion of the proceeds will go directly to the FWA.

About the Speakers

Pam Flournoy
A Certified Financial Planner and a financial advisor with LPL Financial, Pam brings savvy investing and creative problem solving skills to her independent financial planning and investment advisory practice in San Jose. These skills has served Pam well, and now she serves others well so that their financial lives are also secure. The past 5 years has seen Pam teaching women in her workshops Women Create and Protect Their Future, in classes at Mission College and Los Gatos Recreation with her latest course entitled Suddenly Single. Her children say she is the adventure mom — and enjoys playing tennis, golf, playing in nature and traveling around the world.

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.

About the Moderator

Kathy Wheadon
As Head of Operations and Chief Compliance Officer, at DCI, Kathy has responsibility for overseeing all aspects of the operational support as well as compliance with SEC Investment Adviser compliance. Prior to joining DCI, Kathy was Senior Director of Treasury Operations at Investors Bank & Trust (IBT). At IBT, she was responsible for Foreign Exchange, Portfolio, Broker-Dealer and Securities Lending operations. Kathy was Senior Vice President at Bank of America, with responsibility for Foreign Exchange and Derivatives Operations for North America for nine years prior to joining IBT.

REGISTRATION

RSVP by April 26th

There are 5 ways to pre-register:

1. Register 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 to issue refunds unless the refund request is received 72 hours prior to the event.

cut here "Building Financial Wealth Part 2 - Making Smart Investment Decisions" Wednesday, April 28, 2010
Yes, I am attending  event and will/will not bring others. Total number in attendance:______
Name:	_______________________	Company:	______________
	FWA Member	Email:	______________
		Telephone:	______________
Other Attendee:	_______________________	Company:	______________
	FWA Member	Email:	______________
		Telephone:	______________
Other Attendee:	_______________________	Company:	______________
	FWA Member	Email:	______________
		Telephone:	______________
Cost: Members $25 (members-only event)
Payment enclosed $  ____ Check    Visa/MC #_________________Exp:  ____
Credit Card Billing Address:   ___________________________________
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Signature: ________________________________________________
Return to: FWA, P.O. Box 26143, San Francisco, CA 94126 or fax (415) 586-6606
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