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In 2017, Tama Smith partnered with financial planning and advisory firm Brighton Jones to launch the Women Living a Richer Life division, focused on empowering women to meet their unique financial challenges. A graduate of the Wharton Business School and UC Berkley, Tama's research over the past 3 years into the relationship that whip smart, highly successful professional women have with their money uncovered some strong - and sometime surprising - themes. In this dynamic event, Tama will share these powerful insights. Joined in this event by her colleague Manisha Thakor (author of GET FINANCIALLY NAKED: How to Talk Money with Your Honey) they will cover a wide range of topics including investing, pay equity, having "the money talk"—be it with your partner, your aging parents, or your young adult children—and how to invest in your emotional wealth in tandem with your financial health. Join us for an engaging discussion about the essential building blocks to create the financial future you want for your life.
Manisha Thakor, CFA, CFP®, is a nationally renowned financial literacy advocate for women. Her work has been featured in media outlets including: The Wall Street Journal, PBS, NPR, CNN, and Real Simple. Manisha earned her MBA from Harvard Business School and her BA from Wellesley College. Her website is MoneyZen.com.
Tama Smith is the head of Brighton Jones' Women Living a Richer Life initiative. She is passionate about empowering women around wellbeing aspects of personal finances and wealth. Tama has an MBA from the Wharton School of the University of Pennsylvania and an BS from the University of California, Berkeley.
Coco is founder and CEO of Athena Alliance. Prior to her current roles, Coco served as President, COO, and Board Director of Taos, a market leader in IT Services serving hundreds of F1000 companies, including Apple, Cisco, ebay, Facebook, and Silicon Valley Bank. Coco brings rich experience across F1000 companies, start-ups, and nonprofits in the roles of CEO, COO, advisor, and Board member to Athena. She possesses a unique understanding of the breadth of challenges and opportunities of leadership. She empowers leaders to execute successfully, working with them to develop the relationship between a company’s strategy and its organizational design and environment. Coco’s expertise in developing and strengthening these important linkages makes her a powerful C-level advisor and Board member. In addition to serving on the Board of Taos from 2004 to 2014, Coco served as a Board Director for MentorNet during its rebranding, product transformation, and subsequent acquisition by Great Minds in STEM. Coco was on the finance committee supporting the Board of Directors of Samasource and established the Operating Committee for the Silicon Valley arm of Golden Seeds, a New York-based early-stage investment firm. She also currently serves as Chair of the Nominating Committee for the Anita Borg Technology Leadership Award, one of the most prestigious awards honoring women in technology.
Women & Wealth | Money & Relationships
Thu, Nov 05 @ 9:00am PT (1 hr)
Virtual (RSVP for link)