Charitable Gift Planning for Women - Before, During, and After Transitions in Life
A panel of three dynamic local women leaders will share their unique perspectives on how to deepen the conversations with your organization’s female donors/clients to take conversations beyond transactional to transformational, for both the donor/client and her family and your organization. The panel will focus on the challenges and financial issues that are especially relevant to women at various stages of their lives including:
- The importance of encouraging women donors/clients to pass on their values and philanthropic goals to younger generations;
- Discussing how to develop a plan to ensure all types of financial goals are fulfilled;
- How to ensure your donor/clients legacy is impactful, meaningful, and fulfilling; and
- Practical suggestions and tools for working with women in transitions such as widowhood, divorce, retirement, empty nester, career change, etc.
Laurie Valentine, Counsel, Philanthropic Giving at Community Foundation Tampa Bay will serve as moderator
Panelists:
Julie Johnson, JD, Chief Operations Officer
for Adelphi Trust Company
Kathleen Rehl, CFP, CePT Emeritus,
Retired wealth advisor, active writer, author and speaker
Cassandra Smalley, CFP, CFA, Wealth Advisor and author
*********************
Wednesday, March 6, 2024
11:30 a.m. Networking
Noon Program and Lunch
Advance reservations are required
VIRTUAL
CGP Tampa Bay Members - Free
Guests - $15.00
Please register to be sent the link/code to join the Session.
IN-PERSON and LUNCH
CGP Tampa Bay Members - Free
Guests - $35.00
Meeting will be held:
Goodwill Business Center,
10596 Gandy Blvd., St. Petersburg, FL 33702
*********************
ANNUAL SPONSORS:
Adelphi Trust Company
American Cancer Society
Community Foundation Tampa Bay
Goodwill Industries - Suncoast, Inc.
Johns Hopkins All Children’s Hospital Foundation
Pentera
SPCA Tampa Bay
TOP Jewish Foundation
USF Foundation, Office of Gift Planning
*********************
SPEAKER BIO:
JULIE JOHNSON, is the Chief Operations Officer and Director of Philanthropic Services at Adelphi Trust Company, bringing over 23 years of experience in wealth management and philanthropic services. Her professional journey began at a Texas commercial bank, where she advanced to pivotal roles such as General Counsel and Director of Wealth Management. Julie further expanded her career at one of the top five largest national banks in the U.S., assuming national leadership roles including National Manager of the Philanthropic Solutions Team and interim Director of Philanthropic Services.
In 2022, Julie relocated to St. Petersburg to join the co-founders and launch Adelphi Trust Company, the first majority women-owned bank or trust company in Florida. Her unique background places her at the intersection of wealth management and philanthropy, providing invaluable insights into both realms.
Kathleen Rehl, owned Rehl Financial Advisors for 18 years, followed by an encore career empowering widows through speaking, writing, and research. Now in her 78th year, Kathleen is a storyteller, inspiring legacy and longevity planning. Her work has been featured in the New York Times, Wall Street Journal, Next Avenue, Kiplinger’s, CNBC, Humble Dollar, Sixty & Me, AgeBuzz, and others. As adjunct faculty at The American College of Financial Services, Kathleen encourages SMILER™ Philanthropy.
Cassandra Smalley, is the Founder and CEO of Cassandra Smalley Wealth Management and author of "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life."Cassandra's practice focuses on women business owners and high-achieving professionals with the mission to help close the gender wealth gap and empower others to design their best life. She holds the CFA and CFP® designation, the gold standard of the financial profession and a combination earned by fewer than 1% of advisors.
Cassandra has been in the financial services industry for nearly 20 years. Previously, she managed $500 million in assets and oversaw a team of CERTIFIED FINANCIAL PLANNERS™ and CPA professionals as the Director of Financial Planning before launching her practice. Cassandra has helped thousands confidently take the leap from career life to retirement dream. Her transformative approach to wealth management focuses on multi-generational planning and conversations that lead with purpose.
