WHEN: Friday, June 15, 2018 from 2pm to 4pm
WHERE: Rancho Santa Fe Golf Club (5827 Via De La Cumbre, Rancho Santa Fe, CA 92067)
TOPIC: “Financial Fluency as We Age”
HOW: Tickets here www.acnSDjune2018.eventbrite.com
(Members and first time Tea attendees please email Chauntel.Cannon@sterlingadministration.com for a complimentary ticket.)
MEET OUR SPEAKER:
Erin Weidner, Financial Advisor to Women, The Rancho Santa Fe Group at Morgan Stanley
Erin Weidner is a fierce advocate for women’s financial fluency as only 14% of financial advisors nationwide are women. Her daily objective is to help a woman be able to answer, for herself, the age-old question of, “Will I be okay?”
Erin’s life experience brings a unique understanding for clients who find themselves as Newly Head of Household—whether from a divorce, widowhood, generational wealth transfer or other life event. Her perspective affords these clients a comfortable place to open up, share their individual circumstances and get clear answers to address their financial questions and concerns. More than half of Erin’s new clients are women in the midst of such a transition.
Erin understands first-hand the financial upheaval that results from a divorce, or family loss, and uses her experience to empower clients with appropriate planning strategies, tailored to their particular needs. Raised in Rancho Santa Fe, Erin studied Economics at Brigham Young University. She raised her three children in Park City, Utah before moving back to San Diego. While Erin was an accomplished residential land developer in her own right—taking raw dirt from zoning to finished home sites—she was also the first female licensed general contractor (1988) in Utah, and ran her own real estate brokerage.
Erin serves as a trustee for the RSFGC’s Future Legends scholarship and mentoring program and is an advocate for adaptive sport and T1D. She imports Italian cashmere, enjoys traveling, takes ‘board meetings’ on her ocean standup paddle board, is an avid skier and just competed in her first triathlon.
Learn more about Erin and connect with her on LinkedIn.
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Amazing Care Network hosts “Tea & Talk” and “Lunch & Learn” events in many U.S. cities including: Oahu, Houston, San Diego, Orange County/Irvine, Los Angeles, Las Vegas, San Francisco/Oakland, Sacramento, and Chicago. Please view our upcoming events HERE.
If you are an expert on a topic relevant to health and aging and would like to speak at one of our events or if you would like to us to host an event in your city, please contact amazingcarenetwork@gmail.com.
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