Following up on their popular Women & Wealth: Money and Relationships salon, Tama Smith and Manisha Thakor will dive deeper into the ways strategic financial life planning can help women live a richer life. This session will continue discussions on how to have the money talk with your significant other, your children, and elderly parents. Learn how to grow your wealth by choosing the right financial advisor and the right actions for a better future. Take your financial well-being by the horns in this dynamic and engaging salon. If you missed Part 1, you can view the recording in our Learning Library: https://learn.athenaalliance.com/courses/take/recent-salons/lessons/17891464-own-your-worth-women-wealth-and-a-path-to-financial-independence-with-carey-shuffman-and-jennifer-polowitz
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.
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.
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.
Women & Wealth | Money & Relationships (Part 2)
Wed, Dec 16 @ 9:00am PT (1 hrs)
Virtual (RSVP for link)
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