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

"Building Financial Wealth Part 2 -
Making Smart Investment Decisions"
Featuring
Michelle Alberda, CFP, Financial Advisor,
Ameriprise Financial Services and
Cathy Curtis, CFP, Curtis Financial Planning

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

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

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" Thursday, April 29, 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:   ___________________________________
__________________      _____      ______
Signature: ________________________________________________
Return to: FWA, P.O. Box 26143, San Francisco, CA 94126 or fax (415) 586-6606
cut here