Wednesday, August 7th, 2019, 11:15 at Grandview Pavilion, Alameda
We as women don’t always get to be in the driver’s seat for managing our money. This panel of 3 powerhouse women in the field of finance will give you the steering wheel back and show you the rules of the road to a strong financial future!
Dale Marie Golden, Vice President Bridge Bank, will speak on overcoming the obstacles of banking for women.
Sara J Bronson, Sara J. Bronson & Associates Accounting Services, will speak on bookkeeping and dealing with the emotional issues around money.
Lan J. Shaw, CFP®, Vision Financial Planning, will speak on achieving your goals through money management amid divorce and other life challenges.
About the Speakers:
Dale Marie Golden
Over twenty five years of banking experience and being a community leader. Vice President of Bridge Bank in charge of Women Owned Business and Nonprofit banking. Specializing in banking and lending for small businesses. Serving as the CRA Liaison for Northern California as well as speaking on panels regarding credit and lending. Winner of the Trailblazer Award in 2013 for work in the community awarded by the Women In Business Networking Roundtable and winner of the one of the 8 most Powerful Women in the East Bay in 2014. Received the The League of Women Voters 2016 Making Democracy Work Award in 2016 for work with nonprofits and small businesses. Nominated two years in a row 2017 and 2018 for Best Person in Oakland by Oakland magazine. Barbara Lee won in 2017 and Stephen Curry won in 2018. Here to serve the community and business in the Oakland Bay Area.
Sara J Bronson
Sara J Bronson is committed to changing the conversation about money, turning the topic from dread to delight.
After graduating from Indiana University, Sara J. Bronson relocated to Seattle, WA and began her 30-year career focused on laying financial foundations for entrepreneurs, small businesses, non-profits, and corporations seeking to expand or restructure operations. As an early adopter of first generation computer and accounting software systems, she built her career serving businesses locally, regionally, nationally, and internationally, implementing accounting departments based on her entrepreneurial acumen.
In 2010, with a certification in Integral Coaching from New Ventures West in San Francisco, Sara J Bronson & Associates was launched to bring a unique form of accounting services to small business. Sara developed the Conscious Wealth Program, and started listening to her clients with a coach’s ear. She realized that there was a critical emotional element to financial planning and management. It was the elephant in the room, and it was preventing business owners from prospering and enjoying the fruits of their success. Why didn’t clients want to talk about money?
Shame. Guilt. Doubt. The fear of being judged. She realized that these feelings created huge resistance, development of unhealthy financial habits, and the myth that none of us is smart enough to manage our own money.
Sara is committed to changing the conversation about money; turning it from chaos to calm, from dread to delight. Her mission: to empower business owners to change their money story by offering a potent blend of accounting services, money coaching, and workshops that transform the wealth mindset.
Lan J. Shaw, CFP®
Lan Shaw (CA Insurance Lic# 0F94440) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
Lan has built her career by helping individuals, couples, independent women, and families pursue their dreams and make meaningful financial decisions that are true to their values. One goal for many clients is to plan towards the point when work can be optional for them. For the people Lan works with, what’s most important is knowing that their finances are well looked after so they can have more time and energy to dedicate to what’s really important in their life.
- Maximize the probability of achieving your goals through money management
- Make smart financial decisions through tax mitigation and cash flow planning
- Take care of your heirs
- Make sure your wealth is not unjustly taken through litigation or divorce
- Magnify the impact of your charitable giving
Lan is authentic, courageous, compassionate and empowering. She provides an environment for her clients to be who they truly are, share their stories and their dreams, as well as their struggles. Lan spends time to gain insight into her clients’ values, goals, relationships, and interests, as well as their financial picture, team of advisors, and their preferred process in managing finances. She builds long term partnerships with her clients. Lan helps them achieve their goals through envisioning, empowering, evaluation, education, and execution.
- Panel Presentation on Money: Managing, Manifesting, Multiplying…
August 7, 2019
11:15 am - 1:30 pm
Venue: Grandview Pavilion
Venue Phone: (510) 368-3634
Venue Website: http://grandviewpavilion.com/Address:
Our monthly meetings are held at the gorgeous Grandview Pavilion, 300 Island Drive, Alameda, CA situated on the Alameda Golf Course offering stunning views. The beautifully decorated rooms and the manicured grounds are the perfect backdrop for our meetings.
We feel very fortunate to work with the Grandview staff for our monthly luncheons as they have made an incredible impression on our members and guests.