Women of Clarity™
“The Power of Purpose” 3-Part Financial Webinar Series
December 15, 2020
Event Details
“The Power of Purpose” is a three-part Financial Webinar Series meant to serve as a casual connecting platform for women. It has been created with all of you in mind: those who are still hesitant of taking the first step towards organizing your finances and finding purpose, all the way up to those who have the experience and knowledge in the field but simply want to rekindle it and embrace a fresh perspective.
Our goal is to engage, encourage and empower anyone who has taken a small step outside their comfort zone to join us and is ready to start their own and unique path to Financial Clarity.
Part 1: How to Rein in Your Holiday Budget: Home Décor and Financial Tips – Thursday, November 19th at 5PM ET
Presenters: Mariella Foley – RTWM and Angelique Konrad – Angelique Konrad Interiors
Let’s have some fun and connect during these times of uncertainty, when some of us might even be tired of being home for the past 9 months. Our guest-speaker, Interior Designer Angelique Konrad, will be showing us some quick tips to create efficiencies in our holiday budget by repurposing items we already own. Followed by a chat with Mariella Foley, Partner and Senior Wealth Advisor at Round Table Wealth Management, who will provide us with helpful financial insight for the season.
Part 2: Leadership and the Path to Financial Clarity – Tuesday, December 1st at 6PM ET
Presenters: Mariella Foley and Marianne Rodriguez – RTWM
As women we give so much of ourselves to our families and our communities. We certainly know how creating our own leadership brand can be time- and effort-consuming. Let’s mark our calendars to connect with the leader within each one of us and take a deeper dive on the Five Key Financial Items every woman needs to know and how to use them towards the financial betterment of themselves, their families and the communities they inspire.
Part 3: Taking Financial Control in 2021 – Tuesday, December 15th at 6PM ET
Presenter: Mariella Foley – RTWM
As we wrap up for the Holidays and ahead of the New Year, let us ensure we are ready to put our best foot forward! What remains on our financial “to-do” list? Let’s wrap it up and find out what can be done to start 2021 with the Financial Clarity we need; not only to enhance our purpose but furthermore, pave the way for our New Year Goals and their successful achievement.
RECORDINGS
EVENT START TIME
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Webinar Series PART 1 – How to Rein in Your Holiday Budget Home Décor and Financial Tips
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Webinar Series PART 2 – Leadership and the Path to Financial Clarity
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Webinar Series PART 3 – Taking Financial Control in 2021
Please feel free to reach out with any questions about joining this webinar series. If you are unable to attend please let us know and we will send a replay of the presentations.
SPEAKER PROFILE
Mariella Foley, CFP®, ADPA®, CDFA®
Partner, Wealth Advisor, Round Table Wealth Management
Mariella Foley, a Partner and Wealth Advisor with Round Table Wealth Management, has been with the firm since 2000 and has over 25 years of experience in the financial services industry. Her responsibilities include all aspects of wealth management such as investments, income taxes, cash flow management as well as overall financial decision making for her clients.
Mariella heads the Women of Clarity™ program and focuses her practice on working with women. In addition to advising women on their investments and finances, her goal is to empower them to take control of their financial lives – whether they are experiencing a life transition due to divorce, death of a spouse or any other life changing event.
Mariella has spoken at several local events to emphasize the importance of women being involved in their finances and how to get started.
Mariella’s areas of expertise include:
- Women in transition/Female empowerment
- Multi-generational Families
- Retirees
- Divorce
Mariella is a graduate of Montclair State University with a B.S. in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ professional. She has experience in the tax department of Big 4 accounting firms as well as a national trust company as a tax specialist. She holds the Accredited Domestic Partnership Advisor (ADPA®) and the Certified Divorce Financial Analyst (CDFA®), designations and has completed all required training to work in the collaborative divorce process. She was also named a winner of the Five Star Wealth Manager Award for 2016, 2017, 2018, 2019 and 2020 which exemplifies Wealth Managers who consistently provide quality service and financial planning to their clients.
Mariella is a member of The Institute for Divorce Financial Analysts. She also serves on the Board of Directors for the Westfield Area YMCA.
Mariella is fluent in Spanish and she enjoys spending time with her family and being actively involved in various community organizations and events. She is also a 1st degree black belt in Taekwondo.