Business & Real Estate
- Published on Tuesday, 20 March 2001 19:28
- Written by Dave Snow
The Los Altos-Mountain View branch of the American Association of University Women will present four weekly workshops in April focusing on "Financial Savvy for Women & Girls."
"Making the Most of Your Money," a financial planning workshop for women of all ages, will kick off the series 5:30-7 p.m., April 4. The speaker is Jacqueline Mayer, of Mayer, Moll & Associates, San Jose. She is a certified financial planner and chartered life underwriter.
The second workshop, "A Girl Needs Cash," is scheduled for 5:30-7 p.m., April 11. Presented by the Bank of Los Altos, San Antonio branch, the workshop recognizes that confidence and responsibility handling money begin during school age. Girls in junior high and high school, along with their parents, are encouraged to learn about banking, including various accounts, ATMs and credit/debit cards.
"Keeping the Gold in Your Golden Years," 5:30-7:30 p.m., April 18, will include discussion of retirement, IRAs, 403b and managing your stock portfolio. The speakers are Lucie Honosutomo, vice president and financial advisor, Morgan Stanley Dean Witter, Cupertino; and Ruth D. Hearn, financial consultant, Life Plans, Financial & Insurance Services, Inc., Los Altos.
"As Certain As Death & Taxes," 5:30-7:30 p.m., April 25, is the final workshop of the series. Rebeccah B. Miller, a Los Altos attorney, will talk about estate planning, wills and trusts. Jill A. Lervold, tax partner, and Sheetal Sewal, tax manager, with Frank, Rimerman & Co., LLP, Menlo Park, will discuss tax preparation.
All workshops are slated to be held at Hillview Community Center, 97 Hillview Avenue, Los Altos. Registration is required. The cost for members and non-members is $5 per session and includes a light meal. For more information and registration, call 941-8353.