Webinar: Women of Clarity – Finding the New Financial You2019-09-19T18:24:12+00:00
Round Table Wealth Management
WEBINAR:
FINDING THE NEW FINANCIAL YOU
September 26, 2019
2:00 PM New York, NY

Event Details

Women are expected to hold over 30% of all global wealth by 2020. In addition, a significant amount of wealth is expected to pass to women in the coming decade. Yet, 58% of women are still not taking an active role in financial decisions and leaving these decisions to their partner.

What would happen to you and your family’s wealth if you were the only one in control of it?

Will you be able to live the lifestyle and leave the legacy you desire?

What holds you back from being part of these decisions?

What steps can you make today to begin? 

You are invited to participate in a webinar that covers the unique financial challenges that women face and how to address them today. How can women make a positive impact on their financial future by getting involved? Why do so many women allow others to control their financial security? What are the questions women need to ask?

So many women want to be more involved in their finances, but are not sure where to begin. We are here to help you get started. Register here and we will answer these questions and much more.

EVENT START TIME

EVENT START TIME

Thursday, September 26th
2:00 pm ● New York, NY

Register Now >

Deadline: 9/26/2019

SPEAKER PROFILE

Mariella Foley

Mariella Foley, CFP®, ADPA®, CDFA®
Wealth Advisor, Round Table Wealth Management

Mariella Foley, a Managing Director, 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 leads the RTWM women’s initiative and focuses her practice on working with women. In addition to advising women on their investments and finances, she empowers them to take the necessary steps to control of their finances. Whether they are experiencing a life transition due to divorce, death of a spouse or any other life changing event, she enjoys working closely with her clients to assist them in gaining greater control of their financial lives.

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 and 2019 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.