CEO, PowerHouse Assets LLC
Marketing strategist and financial services veteran
Smart Women Love Money: 5 Simple, Life-Changing Rules of Investing
Do you know that women face greater financial risk of outliving their money? Women live longer, have bumpier earnings, and face gender disparity in pay. To add to this, studies show that many women lack confidence in their investing abilities, compounding the problem. But it doesn’t have to be this way. Investing successfully doesn’t require Wall-Street smarts or dealing with mind-numbing complexity. All you need are five simple rules.
Alice Finn, author of the 2017 book Smart Women Love Money: 5 Simple, Life-Changing Rules of Investing Money, will show you the simple path to increasing your investment self-confidence and financial intelligence without the jargon and complexity. Ms. Finn will also share why it is important for women to “love” money, and immediate steps you can take to better your financial future, regardless of where you are in your financial and life journey. Smart Women Love Money has been #1 in multiple Amazon categories, was featured by Oprah.com, and The Motley Fool named it one of three books that “women (and men) should read to get educated about investing.”
Ms. Finn is a wealth management expert who was named “The Giant” by Barron’s in its inaugural list of the Top 100 Independent Financial Advisors, and she has appeared as a top financial adviser on CNBC. She is CEO of PowerHouse Assets LLC, a firm she founded to help women become more engaged in their important financial futures. Previously, Ms. Finn was Co-Founder, CEO, and Chief Investment Officer of Ballentine, Finn and Company Inc., listed as the #1 wealth management firm by Bloomberg, where she grew the firm’s assets under advisement to $5 billion. Under her leadership, the firm was honored with the Growth Leadership Award by the Family Wealth Alliance and was consistently named by Charles Schwab as among the industry’s best-managed firms.
Ms. Finn will be in conversation with Shubha Chakravarthy, a marketing strategist and financial services veteran with over two decades of experience in senior roles with companies including McKinsey & Company, Allstate Financial, and HSBC. She has an MBA (High Honors) from the University of Chicago Booth School of Business and an MS in Finance from the Illinois Institute of Technology. Ms. Chakravarthy is the founder of a strategic marketing firm that helps financial providers become simpler, clearer, and more human in their marketing. She is passionate about advancing intelligent financial agency among women and girls. She serves on the boards of Countryside Day School (Northbrook, IL) and Beacon Academy (Evanston, IL), where she also chairs the Investment Committee.
This event suitable for youth 12+. It will be recorded and available later on our website and YouTube channel.