November 1, 2017| 11:15am | Grandview Pavilion, 300 Island Drive, Alameda, CA | Register
Join us for our monthly networking lunch and an exciting Financial Panel on Wednesday, November 1st from 11:15 a.m. to 1:30 p.m., Grandview Pavilion, 300 Island Drive, Alameda.
Featured Panelist Amanda Keith
CPA and licensed Home Equity Conversion Mortgage (HECM) Specialist
Amanda Keith is an experienced financial professional, who offers in-home complimentary consultations for her clients. She helps others understand how a federally insured loan program can be used to improve retirement cash flow:
Few things Amanda will cover:
- How to obtain a large, growing line of credit for future medical or other expenses
- Explore downsizing/rightsizing to your forever home
- Funding the income gap when delaying social security benefits
In addition to her day job, Amanda Keith also speaks as a guest lecturer to Merritt College’s Real Estate Finance class, helps finance professionals and consumers to gain a better understanding of HUD’s program guidelines and brainstorm ways to use this flexible planning tool to serve the Boomers and Beyond. Amanda enjoys hiking, exploring the Bay Area, and is involved in various financial literacy programs for Bay Area youth.
Other panelist include:
Louise Fiona Cochrane
Certified Public Accountant
Serving Small to Large Businesses
Three key takeaways the audience will gain:
- Top three things to be on track: bookkeeping, estimated tax payments and retirement planning
- Build a team of advisers
- Have your cake and eat it to!
Before opening her practice, Louise spent close to 10 years in public and private accounting at small, regional and Big Four firms. Louise feels her background in both audit and tax makes her more analytical and enables her to look at the numbers differently, ask questions differently, and relate to her clients differently.
Founding Partner, Adams & Sasse LLP, Oakland
Maximizing Your Legacy
Three key points/takeaways the audience will gain:
- The difference between a will and a trust and when it’s time to establish each
- Exploring other important estate planning documents to have, as well as stop-gap measures to take until you have an appropriate estate plan in place
- Understanding what the current estate, gift, and capital gains tax landscape looks like.
Moderated by Dale Marie Golden
VP of Bridge Bank and VP of EBWN
For over twenty years, Dale Marie Golden has served as a banking expert and a community leader. She is currently the Vice President of Bridge Bank in charge of Women Owned Business and Nonprofit banking. Dale has served as the CRA Liaison for Northern California, spoken on many credit / lending panels. Dale continues to be recognized by the community for her dedication and leadership. She was the recipient of the Trailblazer Award in 2013 and the Powerful Women in the East Bay in 2014. In her free time, Dale serves as the VP for EBWN coordinating all aspects of recruiting and promoting the speakers for EBWN throughout the calendar year and fills in when the President is unable to attend.
Don’t miss this great panel discussion! And our beautiful golf course views, fabulous lunch, fun networking, and opportunities to learn and grow. We look forward to seeing you on Wednesday, November 1st!
About East Bay Women’s Network
EBWN is a thriving networking organization for women in business that began in 1990. We hold monthly meetings and other events that are open to members, first and repeat guests. We provide the space for our members and guests to make connections with other dynamic, like-minded business women. Gentlemen are also welcome.
We motivate each other, inform, educate and have fun! With a diverse membership of 100+ women and men, you are certain to gain inspiration and learn something new each time.
At each monthly meeting, we hold an Opportunity Drawing, with all proceeds proudly going to support our nonprofit community service partners:
Whenever possible, we encourage our members and guests to bring a donation for the Opportunity Drawing, such as your products or services, gift cards, books or other items. We ask that the value of your donation be at least $25. It’s a great way to capture the attention of the audience and promote your services or products. You are free to use your imagination, and you will be making a lucky winner very happy! Thank you!
EBWN thrives as an organization only because of the participation of its members.
If you would like to get more involved with EBWN, please join fellow members who volunteer on the Board of Directors or one of the committees to help support the organization and women in business.
We hope you will want to share your interests and expertise by helping with events, marketing, or membership, or in other ways. Contact any board member to express your interest.
Online Registration closes at 8:00PM on Tuesday, October 31, 2017.