PRICING: Members: Complimentary | Non-Members: $30
September is Wealth Month at Watermark! A few years ago, we recognized that your personal financial path is just as important as your professional career path. We're excited to bring you Wealth Management Mantras 2.0: The Golden Rules, hosted by Senior Wealth Director Leigh Wasson and Wealth Manager Jennifer Nelson of BNY Mellon Wealth Management.
Leigh and Jennifer will share the newest “wealth management mantras,” along with relevant insights and tips that will help guide you as you build your wealth at any stage of your life.
Among their key topics:
- Value of compound interest
- Budget planning for your 30s, 40s, 50s and 60s
- Assembling a collaborative team of advisors – CPA, wealth manager, attorney, insurance specialist
- Proper asset allocation
- Preparing for market cycles – and taking advantage of them
- Weaving your values into your investments
- Remembering your wealth extends beyond your investments
As women, this is a critical conversation that isn't to be missed and will support you to better position yourself for a future filled with wealth, health and happiness.
About Leigh Wasson
Leigh brings 30 years of investment and client relationship management experience to her role as a Senior Wealth Director with BNY Mellon Wealth Management. She collaborates with team members and advisors to develop and implement comprehensive wealth management solutions for entrepreneurs, executives, founders, innovators and their family members. Prior to BNY Mellon, Leigh was Regional Managing Director of Northern California for Citi Private Bank. Leigh’s background also includes 16 years at JP Morgan with both the private bank and the institutional investment management division, where she was a Managing Director with assignments in Australia, London, New York, San Francisco, Silicon Valley and Newport Beach. Leigh is a Board of Director of Watermark; a Board of Director of the San Francisco Chapter of The Association for Corporate Growth; and a Board of Director of The Japan Society of Northern California. Leigh is a Certified Exit Planning Advisor, and has a BBA in Finance from The University of Texas and an MBA from the Wharton School at the University of Pennsylvania. She resides in Sausalito and enjoys sailing and hiking.
About Jennifer Nelson
Jennifer Nelson is a wealth manager for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment, wealth management and financial planning needs. Jennifer joined the firm in 2016 and had more than nine years of experience in the financial services industry. Prior to her current role, Jennifer was a team lead for Cambridge Associates in Washington, D.C., an Institutional investment consulting firm. In this role, she worked extensively with endowments and foundations on asset allocation and investment research. Jennifer earned her degree in Economics and Political Science from Wake Forest University and an Executive Certificate in Financial Planning from UCLA. She is a Certified Financial Planner.
This webinar is brought to you by our generous sponsor: