Empower Women Pod - The Encore: Recent Episodes
Lexington Wealth Management
The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Estate Planning Attorneys Elizabeth O’Neil and Rebecca O’Brien hosted an informative webinar on the role of trusts in estate planning. They discussed the various types of trusts and how they can serve a variety of purposes—from avoiding probate and simplifying wealth transfers to reducing estate taxes and protecting assets.
Please enjoy the event replay!
Rebecca O’Brien and Elizabeth O’Neil are the founding partners of O’Brien & O’Neil, LLP, based in Lexington Center. They are committed to delivering personalized, thoughtful legal services at a reasonable cost. Whether you’re creating an estate plan, navigating the loss of a loved one, or seeking resolution through mediation, Rebecca and Liz approach every situation with compassion, clarity, and experience.
Please enjoy the podcast episode: Medicare A, B, C’s, and D’s, with Lori Howell of Howell Medicare Advisors LLC. Navigating Medicare can be complex, and understanding your options is crucial for making informed decisions about your healthcare coverage. During this informative session, Lori will break down the key aspects of Medicare, providing valuable insights into:
- Overview of the Parts of Medicare and Coverage: Gain clarity on the different parts of Medicare and what they cover.
- Costs of Medicare and Options: Explore the costs associated with Medicare and the various coverage options available.
- Enrollment Timing and Requirements: Learn about the timelines and requirements for enrolling in Medicare.
- Changes in Medicare Coverage Rules (Effective January 1, 2025).
Whether you’re approaching Medicare eligibility or helping a loved one navigate their options, this session will provide essential knowledge to make informed choices. Don’t miss this opportunity to empower yourself with the right information.
For the last 15 years, Lori Howell has been assisting individuals and businesses navigate the maze of Medicare rules and options available to Medicare beneficiaries. Lori started Howell Medicare Advisors, LLC to provide fee-only advice, free from the influence of commissions, in order to offer individuals guidance and advocacy in navigating the complex landscape of Medicare to avoid costly mistakes. Lori is licensed in Health & Life Insurance (MA, NH, RI).
Please enjoy the podcast episode for our January “Empower Women” Series, Planning for the Unexpected: Smart Strategies for Extended Healthcare Needs, featuring Meredith Pensack. Meredith is a long-term care insurance specialist with over 20 years of experience. Named one of the Boston Women’s Business Journal’s “Top 10 Women Insurance Agents,” Meredith shared key considerations for navigating long-term care planning, including:
- The costs of care and its impact on your finances
- Special considerations women should keep in mind
- Understanding different types of long-term care insurance policies
- The role of underwriting and whether it’s too late to create a plan
- Preparing for unplanned health changes
eredith Pensack has been a long-term care insurance planning specialist for over 20 years. She works nationally with clients and is knowledgeable about all types of long-term care insurance products. Meredith was voted “Top 10 Women Insurance Agents” by Boston Women’s Business Journal.
Meredith’s goal is to preserve her clients’ retirement portfolios, as well as to protect their families from the financial and emotional consequences of requiring long-term care. She has helped many small business owners and self-employed individuals take advantage of the favorable tax treatments available for a long-term care insurance premium.
Please enjoy this podcast episode, Be Aware, Prepared and Proactive With your Health and Long-Term Care Insurance, hosted by Anne McGuire and Victoria Bieler of Healthcare Pathfinder. As Financial Advisors, we often witness clients transitioning through various stages of health insurance and care needs. However, choosing the right plan, enrolling, and understanding coverage can be challenging for many. In this episode, Anne and Victoria provided tips on understanding your insurance, planning for unforeseen events, and proactively managing the care and coverage you receive.
Anne McGuire is the founder and owner of Healthcare Pathfinder, LLC, a health and Long-Term Care Advice, Advocacy, and Management Firm and has been helping individuals, families, and employees manage their health insurance for over 20 years. She is a Registered Nurse and a Certified Case Manager with a broad, multi-disciplined background in the healthcare arena, including EMS, intensive care, home care, managed care, and appeals/negotiation advocacy.
Victoria Bieler joined Healthcare Pathfinder, bringing her experience in the healthcare and Medicare sectors. She also has over 30 years of experience in the finance industry and holds a BS in Finance and Economics.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Please enjoy our July Empower Women podcast episode, “Empower Her: Financial Fitness for Women,” led by our own Kerry Luria. Understanding basic financial concepts and gaining confidence in investment decisions are essential steps toward achieving financial independence and security. During this event, Kerry discussed how financial literacy enables women to make informed financial decisions, plan for the future, and ensure long-term financial stability and growth.
Kerry Luria, Managing Director – Senior Wealth Advisor, embraces a holistic approach to working with clients and is a careful, empathetic advisor. Kerry pursued the Registered Life Planning designation to enhance her ability to help clients recognize what is most meaningful in their lives so that their life and money can go on the same journey.
In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values. The firm’s culture defines who we are, guides our actions and decisions and cannot be compromised.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We were delighted to host Kirby Rosplock at our April 2024 Empower Women Event. With over 20 years of experience working with affluent families and individuals, Kirby shared invaluable insights into navigating discussions about wealth. Drawing from her own upbringing in a wealthy, enterprising family, as well as anecdotes from her clients, Kirby provided invaluable wisdom and practical strategies for fostering thoughtful, intentional, and impactful communication with heirs. Her wealth of experience illuminated common pitfalls and offered inspiring ideas to guide families toward meaningful dialogue about their financial legacies.
Kirby Rosplock Ph.D. is an esteemed author, serial entrepreneur, inheritor, and consultant. She is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019, 2023) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also Chief Learning Officer and founder of Tamarind Learning, an online learning platform for families, beneficiaries and their advisors named Best Specialty Service Provider (2022) by the Family Wealth Report.
Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices. Born into a complex enterprising family, Kirby understands firsthand having been a beneficial owner, inheritor, fiduciary, board member, and an operator.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Enjoy this guided meditation with Robyn Vogel from our January 2024 Empower Women event, How to Love in the Face of Hate.
Lexington Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Lexington Wealth Management and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Lexington Wealth Management and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Lexington Wealth Management and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Lexington Wealth Management and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.
Thank you to Robyn Vogel for joining us for our first Empower Women event of 2024, How to Love in the Face of Hate. Now, more than ever, we – the spiritual seekers, empaths, and healers – are required to continue shining our light brightly. We must continue bringing LOVE into the world and staying present with love no matter what. Robyn discussed how you can choose love, choose yourself, and choose to contribute.
Robyn Vogel
Founder, Come Back To Love®
Robyn Vogel, MA, CF, BF, is a clinical psychotherapist turned International Love and Intimacy Coach with over 25 years of experience working with couples, men, and women. She is a global leader in transformational workshops, having worked with over 2000 individuals. Heal Your Heart ® is her flagship program that finally gets to the root of how change happens, allowing couples and individuals to finally heal their heartaches of the past and create healthy relationships going forward
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to Liz O’Neil for hosting our December 2023 Empower Women event. Liz, an attorney specializing in estate planning and administration, talked about what happens after someone passes and offered insights on how to avoid common pitfalls that can complicate or lengthen the probate process.
Liz O’Neil is currently an Associate Attorney at Constant Law Group, P.C. Liz graduated cum laude from New England Law | Boston (2020). She received the Boston Service Award at graduation as voted on by the faculty at New England Law. While in law school, Liz interned at the Massachusetts Attorney General’s Office Trial Division and was an Honors Judicial Intern with the Suffolk County Juvenile Court. She also worked at a Legal Aid clinic and for a domestic relations attorney.
She is a member of the Women’s, Massachusetts, Boston, and the American Bar Associations. In addition to her Juris Doctorate, Liz has a Master’s Degree in Education from Harvard University (1992) and a Bachelor of Arts Degree with a major in Psychology from Swarthmore College (1990). Liz was the Director of Community Nursery School in Lexington, MA, for thirteen years prior to law school.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We were thrilled to have Susan Turnbull back to lead our November Empower Women event, Gratitude, Wisdom & Blessings: Writing an Ethical Will for Your Loved Ones. In this event, Susan explored a beautiful and venerable instrument of legacy that makes a place for your own voice alongside the cold legalese of your legal will, help you gain a thorough understanding of what ethical wills are. She also shared inspiring examples that reveal different approaches for creating them and provided templates and tips for writing a legacy letter that will be highly satisfying for you to create, and will be treasured forever by those you love.
Susan is a former journalist and her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, and creator of LifeLegacy Cards. All are designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Personal Historians Network Northeast. She and her husband live in Manchester-by-the-Sea, Massachusetts.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to Danielle Stare for leading our October 10th Empower Women event, Women’s Health in Midlife. She discussed various topics around women’s health, including breast health for Breast Cancer Awareness month, reproductive aging and sexual health, nutrition and bone health.
Danielle Stare RN, MSN, FNP is a family nurse practitioner with 14 years of experience in Internal Medicine. Danielle completed her undergraduate Bachelor of Science as Summa Cum Laude from Boston College in 1998 and Master’s of Science from the University of New Hampshire in 2004. Danielle started her career as a critical care nurse then nurse practitioner at Shriners Hospital for Children in Boston MA. Danielle transitioned to the community and joined an internal medicine practice, Steward Primary Care of Methuen, in May 2009.
Danielle has maintained her relationship with Boston College and has served as a clinical preceptor helping to educate the next generation of nurse practitioners for over 10 years. She also serves as a preceptor for the MGH Institute of Health Professionals. Danielle blends Eastern and Western medicine into the care of her patients. She believes in preventative medicine, nutrition and lifestyle modification in addition to pharmacological remedies when needed to treat disease processes and chronic medical conditions. She carries these practices into her own life and her family’s health.
When Danielle is not busy caring for patients and teaching she enjoys spending time with her three daughters and her husband Michael. She strives to maintain a healthy work-life balance to prioritize her and her family’s physical and mental health. Danielle enjoys traveling and hobbies including home improvement projects, cooking, biking, hiking, skiing and strength training.
Enjoy!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to Camille Ciarametaro for leading our September Empower Women event, Navigating Senior Living: What are my Options? Finding the right living situation for yourself or an aging loved one can be overwhelming with the various options and costs. Camille talked about different retirement community options and their features. She also discussed the costs associated with each and what resources are available.
Camille Ciarametaro is the Senior Advisor of Bridges® by EPOCH at Lexington and a licensed Social Worker with over 20 years of experience working with seniors in hospitals, rehab centers, homes and social services. She began her career as a case manager for at-risk seniors and, since then, has served thousands of seniors in the Greater Boston area in different roles, including admissions, sales and marketing, and crisis intervention.
As the Senior Advisor of Bridges® by EPOCH at Lexington, Camille is responsible for building relationships with seniors and their families while sharing education, support and resources with the community. She’s also in charge of connecting with area professionals and local organizations to share the benefits the Bridges® by EPOCH at Lexington lifestyle brings.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to Stephanie Seferian for leading our August 8th Empower Women event, The 5 Pillars of Responsible Decluttering. Whether you have kids, are looking to downsize or want to live more simply, chances are you have accumulated a large amount of “stuff” over the years that you would like to get rid of. Although Marie Kondo’s “spark joy” decluttering introduced millions to minimalism, Kondo and other prominent minimalists fail to advocate for responsible decluttering without placing the burden of our excess stuff on the planet.
Stephanie outlined the 5 Pillars of Responsible Decluttering, including measuring true value and prioritizing quality over quantity. She also answered questions and talked about where and how to donate the trickiest of household items.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to our very own Susie Panduku for leading our July 11th Empower Women event, Investing 101. Susie discussed the basics of investing and what you should consider before you begin. She also shared her insights on strategy, equities, fixed income, your comfort level with risk and more.
n her role as Wealth Advisor, Susie works with a range of clients, some of which include family office clients. Given her background in tax compliance and planning as it relates to business owners, Susie enjoys the complexities and nuances that make each client relationship different.
Susie is a graduate of Bentley University where she also received her master’s in Financial Planning. Prior to joining LWM, Susie worked for RSM in their tax department before switching to Wealth Management. She focused on high-net-worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We are so grateful to have Katie Greer back to lead our Empower Women event, Keeping Our Kids Safe in Our Digital World. With the ever-changing nature of technology, Katie shared her insights and strategies to help families (younger and older generations) have a safe, productive experience with technology.
Katie Greer, CEO of KL Greer Consulting, is a keynote speaker who empowers kids, parents, staff, and bosses to use technology in a healthy and safe way. Katie travels throughout the United States and Canada delivering her dynamic and ever-changing programs, and has contracted with various organizations (government and private), lending her expertise and providing keynote addresses on issues pertaining to digital/Internet safety.
Katie was named an Advisory Board Member for The Internet Keep Safe Coalition (iKeepSafe), a nonprofit international alliance of policy leaders, educators, law enforcement members, technology experts, public health experts and advocates working together to create a safe and positive online experience for youths.
Her programs are designed to educate students spanning grades K-12 and college and are thoughtfully tailored to accommodate the developmental and emotional differences in each age group. Additionally, Katie instructs parents, teachers, administrators, and law enforcement officials on Internet Safety and other issues on technology safety and responsibility.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We were thrilled to have Kate Granigan back to lead our May 9th Empower Women event, Roadmap for Aging Well. Every day 10,000 baby boomers turn 65, and in 2030 there will be more grandparents than grandchildren. Often we have been a caregiver for an older loved one and recall the picture of aging as a series of loss-filled experiences and a downhill trajectory. However, we have learned about aging through science and research and how our choices, attitudes and engagement can impact our experiences. During this event, Kate talked about what we can do to improve the experience for our aging loved ones and how we can impact the outcome of our aging journey.
Kate Granigan, LICSW, C-ASWCM, is a Licensed Independent Clinical Social Worker and has worked as a clinician in the field of aging for over 25 years. She founded her own Life Care Management company in 1999, which became part of a non-profit organization in 2009. She held the position of Vice President of Care Management until she assumed the role of Chief Executive Officer of LifeCare Advocates in 2016. LifeCare Advocates is a team of nurses and social workers who provide assistance, advocacy and guidance to elders and their families.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We’d like to thank Sharon Carson for leading our April 11th Empower Women event, Women & Retirement. Women control significant and growing wealth, so taking proper steps when planning for your future is essential. During this event, Sharon shared actionable steps women can take to make the most of their next act. She also discussed creating a plan for the retirement you want, understanding Social Security timing trade-offs and health care coverage decisions, creating a long-term care plan and having cash now and the confidence to invest for later. Having a retirement plan and working with a financial professional can be vital to success.
Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She develops insights on spending patterns in retirement with a successful track record clarifying complex topics, including Social Security, healthcare costs in retirement and prioritization of financial goals. She has over 20 years of experience in the financial services industry, with a focus on retirement during the past 15 years.
Before joining J.P. Morgan in 2012, she developed retirement planning insights at Merrill Lynch. Sharon received a B.A. from Bowling Green State University and an M.B.A. from Columbia University. She received the Retirement Management Analyst (RMA) designation in its inaugural year and has the Certified Retirement Plan Counselor designation (CRPC).
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to Donna Marcantonio for leading our February 14th Empower Women Event, Looking Forward: Real Estate Trends in 2023. Donna discussed five emerging trends that we expect for 2023 and beyond. She talked about issues around low inventory and how that impacts housing affordability, how market fundamentals are “normalizing” as some markets weaken due to diminishing pandemic tailwinds, and the potential for a cyclical economic downturn. She also looked at how the pandemic forced structural shifts in how and where we live, work, and recreate in ways that seem destined to endure.
Donna Marcantonio, a real estate agent with The Petrowsky Jones Group, represents buyers and sellers from all walks of life and is equally experienced working with developers on ground-up construction and managing luxury rentals in the commercial real estate realm.
Fascinated by urban planning, she is perpetually curious about how urban plans contribute to the quality of life for members within the community. A creative visionary who thrives on finding innovative solutions, you’d be hard-pressed to find a more dynamic realtor. Ultimately, Donna knows that buying or selling a home is a transformative experience and she is renowned for being exceedingly thoughtful in her approach.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to Nina Frusztajer, MD, MS., for kicking off our 2023 Empower Women series with her talk, Overcoming Obstacles to Healthy Eating.Even if we know what to eat, how do we put the principles into practice and address what gets in the way? Nutrition information can be confusing and contradictory. Dr. Frusztajer discussed what healthy eating looks like and she addressed common obstacles like no time for meal prep, lack of recipes for simple and nutritious meals, over-reliance on takeout, a lifestyle that revolves around food-centric events, lack of self-care, and eating-driven by emotions and stress.Nina Frusztajer, MD, MS, is a physician with a master’s degree in nutrition, an author, a certified life coach, and a yoga instructor. She has worked in the field of nutrition for 30 years, helping people lose weight and use food as medicine to feel and look their best, including clients with medical issues. Her programs focus on food and brain chemistry, nutrition and mental health, the gut biome, balancing metabolic and hormone function through diet, and lifestyle management to implement food science principles.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Many thanks to Pamela Katz Ressler for leading our final Empower Women event of 2022, Roadmap to Recalibration. These last few years have been extremely tough. Our lives changed overnight, and we had to adapt our entire way of living. The stress and uncertainty of the pandemic have left many of us unsure of what’s next. So, how do we get back on track? Pam discussed strategies for recalibration, grit versus resiliency ( why we need both) and the lessons we’ve learned from the pandemic. More importantly, she gave us actionable steps to help us move forward.
Pamela Katz Ressler, RN, MS, HNB-BC is the founder of Stress Resources, a firm specializing in building and sustaining resiliency in individuals and organizations through tools of connection, communication and compassion. She is also an adjunct faculty member at the Tufts School of Medicine, the author of the newly published book Recalibrations, and host of the podcast, Raising Resilience. Pam has held leadership roles in many organizations, including serving on the board of directors of ChildKind International and an appointment to the Innovation Advisory Committee of the American Nurses Association. She is a member of The Boston Club – Recognizing and Advancing Women Leaders.
We hope you enjoy this episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We’d like to thank Kerry Luria of Lexington Wealth Management for leading our November 8th event, Managing Your Finances. Kerry discussed topics around understanding and managing your finances. She talked about how our needs are relevant to where we are in life, and our concerns around budgeting, saving, investing, planning for retirement, education funding, and so much more.
Kerry joined Lexington Wealth Management in 2014 as a Managing Director – Senior Wealth Advisor. She embraces a holistic approach to working with clients and is a careful, empathetic advisor. Kerry pursued the Registered Life Planning designation to enhance her ability to help clients recognize what is most meaningful in their lives so that their life and money can go on the same journey. In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We want to thank Dori Mintzer for leading our October event, Living Your Best Life. Dori discussed how to live your best life as you enter retirement and beyond and Ways to build well-being into our lives. She also touched on the importance of “mindset” as we age and live our lives, exploring your sense of self and identity and developing and/or enhancing your own voice and vision and being an advocate for yourself.
Dr. Dorian (aka Dori) Mintzer, M.S.W., Ph.D., BCC, is an author, speaker, therapist, retirement transition, relationship, and executive coach, as well as a wife and mother. She weaves adult development, holistic life planning and positive psychology into programs that tap and shape clients’ energies into roadmaps for wiser, more enhanced living. She has a deep belief in the capacity of people to navigate their changing roles as they access awareness of their inner life and spirituality. She hosts the popular monthly Revolutionize your Retirement Interview with Expert’s Series and a weekly Revolutionize your Retirement podcast series.
She is co-author of the award-winning book, The Couples Retirement Puzzle: The 10 Must-Have Conversations for Creating an Amazing New Life Together and has contributed to several other books. She has been featured in a variety of media and has given a TedX Talk focused on “Embracing your Bonus Years: A Time to Learn, Grow and Evolve.”
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We want to thank Lauren Loehning for leading our September 13th event, Mindfulness & Our Relationship with Money. Lauren talked about examining our relationship with money so we can consciously align our financial actions with our goals and values. She also discussed how our thoughts, beliefs, behaviors, and emotions about money impact our financial actions and how to break through bad money habits and create new habits that support our financial goals.
Lauren K. Loehning CFP, CIMA, AIF, Certified Mindfulness Meditation Teacher, MMTCP
Lauren is a Partner at Retirement Impact and Principal of RISE Excel Corporate Wellness. Lauren teaches mindfulness meditation and is passionate about bringing the foundational concepts of mindfulness to individuals and corporations. Mindfulness allows us to see life clearly without judgment. When mindfulness principles are applied to the way we run our businesses, lead teams, or manage our Money it can have powerful life-changing effects that benefit not only our personal well-being but also our collective well-being.
We hope you enjoy this podcast episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We want to thank Erica Berman,for leading our August 9th Empower Women Event, From Luxury Rentals in Paris to a Non-Profit Farm Feeding the Hungry in Maine. Erica discussed living in Paris for 20 years, owning and selling a successful luxury vacation rental business, to founding Veggies to Table, a 501c3 non-profit grow-to-donate farm to feed the hungry. From moving to Maine from Paris, changing her direction at the age of 49, and creating a new life more meaningful to her soul, Erica’s story is inspiring for those looking to make a big life change. It’s never too late!
After 20 years in Paris and Italy, Erica swapped city living for an existence steeped in nature and sustainable values when she moved to Maine with her French husband Alain Ollier, Veggies to Table co-founder. The launch of Veggies to Table in 2019, stemmed from a deep-rooted desire to make a difference and give back to their community by helping those in need, while creating joy along the way; Veggies to Table also donates flowers—food for the soul.
We hope you enjoy this podcast episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We want to thank Kirsten Meder for leading our July 12th Empower Women Event, Understanding ESG Investing. Kirsten discussed where we’ve come from in terms of ESG and impact investing, where we are now, and opportunities for the future. She also talked about how the integration of values and ESG data has provided a great entry point for many women to become more involved with their investments. “In so many of my client meetings women not only have a seat at the table but are actively engaged if not leading the discussion around how they want to invest.”
Kirsten Meder, CAIA, CMT, is an ESG/SRI Investment Strategist at Aperio. In this role, Ms. Meder works with clients to align their equity portfolios with their values. She works closely with the ESG and Portfolio Management teams in the evaluation of ESG data sets and the creation of new strategies and works with Aperio’s Research Team on projects related to ESG issues. Prior to joining Aperio, Ms. Meder was a Portfolio Manager at Lattice Strategies (acquired by Hartford Funds), where she was responsible for managing strategic and tactical multi-asset SMA portfolios for high-net-worth clients and for allocating to liquid alternative investments. Additionally, Ms. Meder spent several years working for Bank of America/Merrill Lynch as a Research Analyst, where she was a generalist on their fund of hedge funds team.
We hope you enjoy this podcast episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We’d like to give a big thank you to Kate Granigan who hosted our June 14th Empower Women event, The Journey of Caregiving. With 10,000 Baby Boomers turning 65 every day, individuals living longer and families with multiple aging loved ones, the role of caregiver is something that more and more of us can identify with. Whether you are currently caring for a loved one or anticipate this need down the road, this discussion is for you! Kate Granigan, CEO of LifeCare Advocates and a consultant and advocate in the field of aging, shared insights on caregiving from her experiences working with older adults and their families.
Kate Granigan is a Licensed Independent Clinical Social Worker and has worked as a clinician in the field of aging for over 25 years. She founded her own Life Care Management company in 1999, which later became part of a non-profit organization in 2009. She held the position of Vice President of Care Management until she assumed the role of Chief Executive Officer of LifeCare Advocates in 2016. LifeCare Advocates is a team of both nurses and social workers who provide assistance, advocacy and guidance to elders and their families.
We hope you enjoy this podcast episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We are so thankful to Rochelle Seltzer for leading our May 10th Empower Women series, Live Big Without Sacrifice. In the discussion, Rochelle talked about what it means to live big and how you can bring all of your greatness into the world and live a truly fulfilling life. She discussed ways you can live big without stress, as you honor your desires and purpose. During this event, Rochelle also talked about the importance of self-care, focus, and a calm mind to nurture your well-being.
Rochelle Seltzer is a Creative Core Coach and the author of the highly acclaimed book, Live Big: A Manifesto for a Creative Life. Her mission is to unleash the untapped creative capacity inside people everywhere, so they bring all of their greatness into the world. She supports accomplished women who are ready to step into their power and move past what keeps them blocked, stuck and small — to create bold visions for their lives and careers, and truly live big
We hope you enjoy this podcast episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We’d like to thank Ellen Glickman-Simon for hosting our April 12th Empower Women Event, Estate Planning for Serenity and Empowerment. An increased sense of serenity and empowerment are two of the main reasons to plan for your legal health. Many of us, especially parents of young children, do not realize how comforting it can be to have a plan in place in case of illness or death. Instead, we feel apprehensive about the choices involved in the estate planning process: who to name as beneficiaries, fiduciaries (e.g., health care agents), or guardians. While it takes courage to do this work and discipline to make the time to do it, the rewards are great. Feelings of relief, pride, empowerment, and solace often follow a completed estate plan. Ellen offered a manageable, step-by-step approach to creating your Will, Health Care Proxy, Durable Power of Attorney, Trust (for certain situations) and related estate planning documents.
Ellen Glickman-Simon, J.D., L.L.M. Ellen graduated from Tufts University in 1982, received her law degree from Northeastern University School of Law in 1987, and her master’s degree (L.L.M.) in tax law from Boston University School of Law in 1988. She practiced law in the tax department of a major Boston firm as well as a suburban business firm before establishing her own office in Sudbury, MA, in 1995 where she has over 25 years of estate planning experience.
We hope you enjoy this podcast episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We want to thank Pamela Vardaro back for leading our March 8th Empower Women Event, What Parents and Kids Should be Thinking About for College Admissions. Pamela discussed the steps she takes when working with students. She also talked about the factors affecting the college and financial aid process.
Pamela is an Independent College Consultant advising high school students in every phase of the college application process. She previously served as the Assistant Director of College Advising at a private, competitive, independent college preparatory school with a 100% matriculation rate. She places dozens of students every year at top-tier colleges.
We hope you enjoy this podcast episode
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We would like to thank Karen Mariscal for hosting our February 8th Empower Women Event, How to Keep Money Issues From Diminishing the Joy of Raising Special Needs Children. Although the news of a diagnosis can be devastating, years later some parents look back and realize that their lives have been enriched beyond belief. Karen Mariscal, Esq., led a presentation on parenting or grandparenting a special needs child, and the overwhelm and joy it can bring. She discussed some of the teachings of the book, “Far From the Tree: Parenting Children and the Search for Identity,” by Andrew Solomon, and how parenting someone who is very different from oneself can result in transformative personal growth. The second part of Karen’s presentation focused on how parents can afford children who are unable to make a living on their own, through government benefits.
Karen Mariscal is the mother of a profoundly autistic adult son, and a special needs estate planner in Wellesley, Massachusetts. She is a passionate advocate for her clients, and as a fellow parent, she understands not only the legal system but the parents’ perspective. She graduated cum laude from the Northwestern Pritzker School of Law.
We hope you enjoy this podcast episode
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you for joining us for our first Empower Women event of 2022, Why We Need Movement, hosted by Teresa Quinn. Teresa talked about the importance of movement and how and why it contributes to a healthy mind and body.
Teresa Quinn has a passion for working with people to improve their health and has taught different fitness modalities for more than 35 years. She is a 500 hr RYT (Registered Yoga Teacher) and has been teaching yoga for over 10-years. Teresa is honored to share her knowledge with the women in this empowering series.
We hope you enjoy this podcast episode.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We want to thank Elizabeth O’Neil for leading our December 14th Empower Women event, Planning for Everything You Own and Everyone You Love. Liz reviewed some core estate planning basics and provided a broad overview of how trust planning works to avoid death taxes. She also discussed how the proposed legislation by the Biden administration may impact that planning.
Liz O’Neil is currently an Associate Attorney at Constant Law Group, P.C. Liz graduated cum laude from New England Law | Boston (2020). She received the Boston Service Award at graduation as voted on by the faculty at New England Law. While in law school, Liz interned at the Massachusetts Attorney General’s Office Trial Division and was an Honors Judicial Intern with the Suffolk County Juvenile Court. She also worked at a Legal Aid clinic and for a domestic relations attorney. She is a member of the Women’s, Massachusetts, Boston, and the American Bar Associations. In addition to her Juris Doctorate, Liz has a Master’s Degree in Education from Harvard University (1992) and a Bachelor of Arts Degree with a major in Psychology from Swarthmore College (1990). Liz was the Director of Community Nursery School in Lexington, MA, for thirteen years prior to law school.
We hope you enjoy this podcast episode
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information referenced herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Thank you to Maggi Alexander for leading our November 9th Empower Women Event, Establishing Year End Philanthropic Goals. Many donors struggle with being “an inch deep and a mile wide” in their giving and aspire to develop a coherent, strategic plan and a clear sense of the legacy they wish to leave to their communities and families. However, they may not know how or feel rushed at the end of the year to make quick decisions about donations. This workshop aimed to help participants better define their goals for philanthropy, uncover their deepest interests and passions, and begin the process of zeroing in on a focus and structure for their giving that provides both meaning and impact. Participants left the program with renewed sense of purpose and practical tools for getting from here to there.
Maggi Alexander is a Partner at TPI and directs TPI’s Center for Global Philanthropy. In this role, she supports individuals and families, foundations, and corporations in aligning their philanthropy with their values in ways that are more strategic. An entrepreneurial leader, Maggi has spent over 30 years focused on philanthropy to improve the quality of life for low-income children, families, and communities in the United States and over 30 countries worldwide. She has extensive experience building partnerships and alliances that cut across traditional divides and has worked in the corporate, philanthropic, nonprofit, and public sectors. Maggi’s experience in organizational development spans the early start-up process to achieving scale and sustainability; she is passionate about turning great ideas into reality.
We hope you enjoy this podcast episode
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We want to thank everyone who attended our October Empower Women event, Teaching Our Teens to Swim in Turbulent Waters: so we Don’t Have to be Their Life Preserver, with Pamela Willsey. The pandemic has been extremely difficult for everyone, but we often forget about the impact it has had on our teens. Dealing with such stressful conditions during some of the most important years of your life can leave a lasting impression. Pamela discussed the importance of connecting with your teens and how you can teach them the tools to help guide them through turbulent waters and learn to be confident and independent.
Pamela Willsey is the founder of Willsey Connections (WC). She practices as a therapist and life coach for teenaged girls as they become young adult women. Her approach centers around the deeply held belief that success in life requires us to understand ourselves and others. She emphasizes the need to learn the skills necessary to manage our feelings and relationships. WC helps teenage girls develop the tools they need to meet the challenges they will face as they transition from adolescence to independent, self-assured confident women.
We hope you enjoy this podcast episode
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
As we close out our 2019 Empower Women Series, we hosted, Year End Tax Planning, with by Mellinda Abbott, CPA. Mellinda discussed how to get organized for year end, offering tips and advice on how to make your tax preparation as easy as possible.
Mellinda Abbott is the Owner of Abbott & Company with offices in Lexington and Tewksbury. Mellinda earned her bachelor’s degree in Accounting and her MBA from Bentley University. She is a member of the Massachusetts Society of CPAs and the American Institute of Certified Public Accountants. She serves on multiple non-profit Boards focusing on health, education, and economic development.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We’d like to thank you for attending our September 14th Empower Women event, Navigating Divorce- How your Financial Advisor Can Help, hosted by Betsy Lavoie, CFA and Susie Panduku, CPA, CFP® of Lexington Wealth Management. Divorce can be both emotionally and financially draining. Working with a financial advisor can help one stay on track, make the process of pulling together financial information not onerous, and help one in understanding what a particular settlement means for a unique situation. Betsy and Susie discussed the importance of having a financial advisor to turn to for support as you or someone you care about prepares for a significant life change.
Elizabeth Lavoie, CFA, has been working closely with wealthy individuals and families for more than 16 years. Prior to joining Lexington Wealth Management, she spent more than nine years as an Investment Officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high-net-worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007.
In her role as Wealth Advisor, Susie Panduku, CPA, CFP® works with a range of clients, some of which include family office clients. Given her background in tax compliance and planning as it relates to business owners, Susie enjoys the complexities and nuances that make each client relationship different.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free and occur every second Tuesday of every month at noon. Currently, these events are offered via Zoom. Join us and spread the word. Let's continue empowering women.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.
We want to thank you for joining us for our August Empower Women series, The Ins and Outs of Medicare, hosted by Elaine Miller. Elaine talked about Medicare and supplemental health insurance options, what’s covered by Medicare and what’s not, and costs associated with health care covered in retirement.
Elaine Miller is Minuteman Senior Services’ Regional SHINE Program Director, where she serves as an internal Medicare/health insurance resource to staff and leads a core of 45 state-certified SHINE counselors. The MSS SHINE program serves Medicare beneficiaries of all ages in eighteen communities in Middlesex County. Prior to joining MSS in 2019, Elaine worked at North Shore Elder Services as the Area Agency on Aging Planner and is a state-trained Nursing Home Ombudsman. Elaine’s career spans 25 years in nonprofit management including serving as national director of legislative affairs for a health-based charitable organization.
Elaine’s work with elders began at Elder Services of the Merrimack Valley, Inc. where she managed agency volunteer programs and launched the SHINE program, the Money Management Program, a computer learning program for seniors and an in-home companion program. She is a graduate of Franklin Pierce College.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free and occur every second Tuesday of every month at noon. Currently, these events are offered via Zoom. Join us and spread the word. Let's continue empowering women.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.
Thank you for attending our July Empower Women event, Time, Money & Joy, hosted by Kerry Luria of Lexington Wealth Management. Living in a world obsessed with consumerism, we are constantly bombarded with “more is better” – but how much do we really need? Kerry discussed a step-by-step process to better navigate day-to-day decisions as well as major crossroads – career, retirement, housing, gifting, etc. She also talked about how to maximize your time and resources to make you happier by focusing attention on discovering what’s truly important to each of us.
Kerry Luria is the Managing Director of Advisor Services, Kerry uses her 21 years of experience to guide, mentor and support the team of Lexington wealth advisors. In her role, she helps ensure that Lexington’s clients experience a high-touch, personal connection with their advisory team. She oversees all aspects of the practice’s wealth management offerings to provide high-quality, memorable service and relevant deliverables to help secure confidence and trust in Lexington Wealth. She understands that wealth management is not a commodity, it is personal, and so is each client’s relationship with us.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.
We had a great conversation with Rebecca Moore for our June Empower Women Series event. The single most energizing force in our lives is to know and live out our unique purpose. Yet financial challenges and inequities remain for women who want to follow their calling and care for their families. The pandemic has amplified the need for women to redefine their purpose and the workforce. Every day, Rebecca meets ordinary yet extraordinary mid-century women who have taken stock of their lives and rediscovered their purpose through entrepreneurship. She outlined a framework for how you too can better understand your unique set of strengths, clarify your mission, and make a meaningful impact while earning an income.
Rebecca Moore earned her BA in art history from Smith College. While working for the Smithsonian Institution, she earned an MBA from Boston University’s Questrom School of Business where she caught the entrepreneurial “bug.” She was then hired by an environmental start-up and years later started her own marketing consulting firm. In 1997 she founded and grew her own venture-backed dot-com until their exit strategy was thwarted by the fallout from 9-11, and they decided to wind down the company in 2002.
For the next 15 years, as she grew her family, she continued to work with startups and nonprofits in the retail, arts, education, internet, and service sectors. In 2017 she founded InANutshell Consulting to advise female founders on business development, marketing, and growth strategies. In 2019, she founded the Women’s Impact Mastermind to guide small groups of founders to accelerate their business through interactive peer training and accountability. The curriculum is based on coursework with world-renowned experts and focuses on guiding founders to master their mindset, margins, and messaging and up-level their businesses with more ease and joy.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.
Tax planning can be overwhelming to navigate so Jennifer was here to talk about how to plan for both your personal and business taxes. She discussed topics such as how to take advantage of the tax laws, old and new to get the deepest reduction that you are entitled to, and how to make sure you’re taking advantage of your retirement plan. She also answered business tax questions, such as what’s your choice of entity for your business? How does the PPP Loan work? And what advantages can I take if I am just an employee and do not own my own business?
Jennifer Chase-Williams, CPA, MBAA of McLaren and Associates, has over 30 years of experience with a profound understanding of tax issues—especially those concerning the ramifications of stock options and other employee incentive programs. Owning and managing five daycare centers in Central Massachusetts gave Jennifer firsthand experience in running a business, and she enthusiastically shares the lessons learned. Taking a hands-on approach to clients’ needs, she works with the McLaren and Associates team to uncover options that others miss and help to reduce their taxes.
On this episode, Susie Panduku, Wealth Advisor at Lexington Wealth Management joined the conversation to add a higher perspective about planning and how it all interacts.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.
We are very excited to have Quentara Costa, CFP® back for our conversation this month about "The Affordability of Elder Care". In her talk, we reviewed what to consider financially when assessing care options and how to increase your chances of retaining independence.
Quentara Costa is a CFP® specializing in financial matters related to aging. In 2016 she created the Facebook group “Merrimack Valley Seniors and Caregivers” for local families and professionals to problem solve, share resources, and learn about upcoming events. Over the last few years, she’s been quoted numerous times by respected publications and locally featured by Boston Voyager Magazine. In 2019, she began serving on the North Andover Council on Aging and is actively involved to help the town make information and resources available to seniors virtually.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.
We are extremely excited to have Sarah Hinman for our March 9th Empower Women conversation, Investing with Purpose. It’s no secret that COVID-19 altered the world as we know it, including the investment universe. With ESG (environmental, social, governance) investing already trending upward pre-pandemic, this public health crisis and its subsequent economic impact seems to have accelerated this development with no signs of slowing. During this interview we focused on Mission-Aligned Investing™, we walked through the key areas that we believe are necessary to understanding the benefits, drawbacks, limits and opportunities with this type of investment.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.
We were excited to have Robyn Vogel back to lead our February event, Come Back To Love During The Time of Covid. I think it’s safe to say we’d all like to forget that 2020 ever happened. Our work lives and home lives were flipped upside down literally overnight. With safety protocols and restrictions put in place we’ve been spending most of, if not all of our time with our significant others, which can put a strain on your relationship. Robyn talked about how to navigate a loving relationship with ease instead of conflict during a time when couples are now doing everything under one roof!
Robyn Vogel, MA is a psychotherapist, certified relationship and sex coach and creator of Come back to Love® and the Come Back To Love® Affair Recovery program. Robyn integrates and shares traditional psychological principles with spiritual and tantric philosophy and practice. She teaches but also demonstrates how to master the skills of intimacy and the art of living a life filled with love no matter what. Robyn’s superpower is intimacy. And when it comes to healing after the devastation of an affair or betrayal, Robyn’s non-judgemental, presence and love are bar none. Her program is receiving accolades across the globe with couples returning to a loving connection (a new and improved one) that is built on trust and joy!
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
I think we can all agree that we would like to start 2021 fresh. 2020 was a challenging year for all of us and going into a new year with positive energy is just what we need.
Nicole Kefalas is a health and wellness coach and owner of Empower Fitness. Nicole graduated with a BS in Marketing and Entrepreneurial Studies from Babson and has spent over 20 years in the fitness industry as a trainer, fitness manager, and most recently co-owner of Embody Fitness. She is now launching a new fitness business on her own, Empower Fitness, where she assists clients in finding healthy habits that will lead to a healthy lifestyle. Nicole has helped change the lives of her clients with healthy whole natural foods and a safe fitness program based on her own experience with MS and lupus.
Last year, she completed a 50-mile ultra-marathon on the 8th anniversary of her MS diagnosis. She continues to compete in triathlons, marathons, and ultramarathons while being a mother of 3 and working full time.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
In this workshop, we discussed the process of mediation, the various methods used by professionals, and how you can use it in everyday life. Mediation is a form of Alternative Dispute Resolution and is also used in Conflict Negotiation.
Beth’s education and experience reflect her long-standing interest and commitment to helping families along multiple facets. After graduating with a BA in Psychology from Georgetown University, Beth obtained her JD from Boston College Law School and an MSW from Boston College Graduate School of Social Work.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Susan led lively and engaging program that broaden our imagination on what it means to create a legacy. Through active exercises and absorbing storytelling, we left with a renewed sense of your potential for positive influence in the lives of the people and institutions most important to you. “Wealth” gets a new definition, too, as you consider how to pass down the wealth of your values and blessings through the instrument of an ethical will, or personal legacy letter.
Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer and speaker, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, creator of Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions.
Susan’s work has been featured in many national publications, including the New York Times and USA Today. She and her husband live in Manchester-by-the-Sea, Massachusetts, and when she is not working, you might find her singing in a local chorus, serving as a volunteer mentor at a family support center or delighting in the frequent visits of six young grandchildren.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Our latest EWS event was hosted by Kerry Luria and Susie Borreti Panduku of Lexington Wealth Management. As financial advisors,they are often asked to talk to adult children of clients about budgeting, managing debt, saving and investing. In our discussion, we offered helpful tips and strategies for those who are starting their financial life or even coming up on milestones such as buying their first home or marriage.
Kerry Luria, RLP ®, is a Managing Director and Senior Wealth Advisor at Lexington Wealth Management. She embraces a holistic approach to working with clients and as a Registered Life Planner, is a careful, empathetic advisor. In her role as Managing Director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values and culture. She understands that wealth management is not a commodity, it is personal, and so is each client’s relationship with us.
Susie Boretti Panduku, CPA, CFP®, is a Wealth Advisor at Lexington Wealth Management. She is a graduate of Bentley University, where she also received her Master’s degree in Financial Planning. Prior to joining Lexington Wealth, Susie worked for RSM in their tax department before switching to wealth management. She focused on high-net-worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
On September 8th we hosted "My loved one has been diagnosed with Dementia. Now what? " This event was led by Melissa McGee, Director of The Courtyard at Youville Place and Susan Snow, Director of Marketing at Youville Place.
Finding out that a loved one has been diagnosed w/ any form of dementia including Alzheimer’s can be life-changing and bring about many questions and concerns for the family. Currently, there is no cure, and often a family member becomes the primary caregiver. While this is an act of love and can often make a difference in your loved one’s quality of life, it can also be a very stressful and emotionally overwhelming journey. But take heart, there are many resources available in the area to help you navigate this journey. In the conversation we delved into those supports and discuss when and if it makes sense to seek the supports of an assisted living community.
Contact info:
Susan Snow - susansnow@youvilleplace.org
Melissa McGee - MMcGee@youvilleplace.org
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
On August 11th , we hosted Medicare 101 – What Every Woman Needs to Know before Retirement, with Elaine Miller, the Minuteman Senior Services’ Regional SHINE Program Director. Elaine discussed what every woman needs to know before and after retirement with respect to Medicare and the health care market.
Elaine Miller serves as an internal Medicare/health insurance resource to staff and leads a core of 45 state certified SHINE counselors. The MSS SHINE program serves Medicare beneficiaries of all ages in eighteen communities in Middlesex County. Before joining MSS in 2019, Elaine worked at North Shore Elder Services as the Area Agency on Aging Planner and is a state trained Nursing Home Ombudsman. Elaine’s career spans 25 years in nonprofit management including serving as national director of legislative affairs for a health-based charitable organization.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
“College Admissions”, Hosted by Pamela Vardaro, the Founder and Owner of Best Choice College Consulting. Pamela is an Independent College Consultant advising high school students in every phase of the college application process. She previously served as the Assistant Director of College Advising at a private, competitive, independent college preparatory school with a 100% matriculation rate. She places dozens of students every year at top tier colleges.
Pamela discussed the factors affecting the college and financial aid process. She also discussed the steps she takes when working with students. Students who work with Pam find their best choice colleges. They learn about themselves through assessments and research, becoming more confident about who they are, what they want, and what colleges will serve them best.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
In today's conversation we chatted with Rochelle Seltzer, Creative Core Coach and Author of LIVE BIG: A MANIFESTO FOR A CREATIVE LIFE. Rochelle talked to us about what it means to Live Big. Through her discussion, she demystified “creativity” and taught about how to be a true creator in your life, so you can live all of your greatness.
She shared the fundamentals that will help you to get unstuck, stop letting fear be a driver and stop living small.
She will also shared a powerful tool, that her clients swear by, any time you feel stuck or need to generate new ideas.
Rochelle Seltzer began her career in design and marketing and after over thirty years in the industry, she decided to embark on a new chapter in her life studying creativity. She wanted to understand how to unlock her own creativity, as well as help others to un-block theirs. In her coaching, she helps women tackle mindset limits of all kinds, and pinpoint the big desire in their hearts — as they relate to their careers, their businesses, their personal lives, their missions, or any combination.
Thank you to all that joined the live webinar.
To RSVP or see our future EWS events/webinars please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
We hosted a conversation with Jennifer Sullo on Sustainable Investing. Investors are more aware than ever before of how large corporations are impacting the world we live in. It is difficult to ignore headlines and social media about how climate change or poor corporate governance are negatively affecting communities. Sustainable investing is the practice of investing to achieve market-rate financial returns while pursuing positive environmental, social and/or governance (ESG) factors and their impact. Over the past few years, sustainable investing has evolved from a niche investment idea to attracting enough capital to start having an impact on global challenges at a meaningful scale.
Jennifer Sullo is a Principal at Rocaton Investment Advisors where she works directly with institutional investors on a wide range of issues, including asset allocation, investment structure design and investment manager selection. She’s predominately focused on corporate retirement plans (DB / DC), insurance portfolios, and the wealth channel. Jen joined Rocaton from J.P. Morgan where she was a Vice President and led a cross-functional team responsible for institutional outsourcing solutions. Prior to her role at J.P. Morgan, Jen held various positions at Voya Investment Management and GE Asset Management, working within US and EMEA institutional distribution and global fixed income trading channels. Jen graduated from Fairfield University with honors and an M.S. in Finance; she graduated from Trinity College with honors and a B.S. in Economics.
Thank you to all that joined the live webinar.
To RSVP or see our future EWS events/webinars please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
On April 14th for we hosted, Estate Planning Across the Spectrum- How Young Adults and Senior Citizens Benefit from Estate Planning, with by Pam Pardoe. Estate planning has little to do with age or assets; it is not only for families with children or the wealthy. Once an individual reaches the age of majority, 18 in most states, including Massachusetts, their parents will no longer be able to access medical information or make healthcare decisions for their child and will no longer be able to act on the child’s behalf in financial transactions. At the opposite end of the spectrum, elderly folks may benefit or require help with healthcare needs and financial decisions; if the proper documents are not in place, the result could have a dramatic and costly result.
There are a few simple estate planning documents that a young adult or senior citizen can complete which can direct health care providers and medical professionals as well as banks and financial institutions to communicate with those people identified in the documents. Proper estate planning can provide peace of mind to parents who will be able to stay involved in their children’s healthcare and financial decisions. Similarly having the estate planning documents in place can provide peace of mind to those caring for their parents so they can help make healthcare and financial decisions if the need arises.
Pamela Pardoe is the founder of Pardoe Law, P. C. a family law and estate planning law firm based here in Lexington, MA. She works with individuals and families on creating estate plans tailored to each client. Pamela has experience with all aspects of guardianship and conservatorship proceedings for minors and adults.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
On March 10th we hosted the EWS event Become a “Dementia Friend”- One-Hour Training, presented by Carla Koehl, CDP. In this session, attendees learned how to increase awareness of dementia, reduce the stigma of it, and demonstrate strategies for successful interactions with those you encounter who live with dementia. We also learned the five key messages about dementia and a bit about what it’s like to live with it. We articipated in activities and discussions that cover the five key messages everyone should know about dementia. Everyone who attended was asked to commit to a dementia-friendly action as part of becoming a Dementia Friend. Attendees received a Dementia Friend button, and were encouraged to apply, and share with others, what they learn in this session.
Carla Koehl, CDP (Certified Dementia Practitioner) is a trained Dementia Friends Champion. Carla is currently the Director of Community Relations for Artis Senior Living of Lexington. Before taking on her role with Artis Senior living, Carla was an associate editor at Newsweek magazine. She has also started up and sold three small businesses, including one specializing in move management for seniors.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
On February 11th Devorah Steinberg, LICSW, CYT, hosted Intentional Communication.
Devorah brought her expertise as a Spiritual Coach, Licensed Mind/Body Therapist, Yoga Teacher and Healer to her discussion.
Devorah explored the answers to these question: What IS communication, really? What do you intend to communicate and what is actually received? She also touched on topics such as typical gender differences of communication styles and also explain how to hone your verbal skills and body language to boost your communication to better meet your intentions.
In a world where we are surrounded by technology and so much of our communication is through text and email, it is easy for messages to get misinterpreted. This is a topic that we can all benefit from. Thanks to all that attended the session.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
What if every day could be healthier & more fulfilling? What if you could unlock greater harmony and alignment in your home, your health, & your heart? Simplicity consciousness holds infinite possibilities! In this conversation our hosts, Pixie Mahtani and Susan Stone explored what it means to embark on a Simplicity Journey, the impact of simplicity on mental, physical and emotional wellness as well as easy ideas to embracing simplicity as a daily practice. We discussed insights on:
- Drivers of Stress & how Simplicity helps
- What Simplicity is & what it is not & it’s benefits
- Simple strategies on how to simplify Home — (from Simplicity Vampires & Simplicity Ninja Attitudes & Gratitudes)
Pixie Mahtani, MBA, GRI, CPT, REALTOR® at Leading Edge RE serves various buyer & seller clients who desire to redefine home, as well as Pilates clients to help them access optimal physical alignment. In both areas, the overall purpose she believes is to simplify their process, enhance their success and finally help them achieve greater fulfillment in home, health & heart.
Susan Stone, MBA, MSW, CPO, COC focuses on helping her clients create order and make space in their lives for joy. She specializes in working with the overwhelmed and over-stressed, the chronically disorganized, people with ADD/ADHD and all those who long for a simplified and clutter-free life.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Have you ever found it challenging to have discussions about money with your children, grandchildren or other young people? You are not alone. Studies have shown most families avoid these conversations until necessary. However, talking with children about money at an early age can help them be more financially responsible adults. At this Empower Women event, Elizabeth Lavoie discussed ways to teach good financial habits and aligning them with values, as well as provide resources and tools to help you better prepare the next generation to deal with money.
Betsy, as her friends call her, has been working closely with wealthy individuals and families for over 16 years. Prior to joining Lexington Wealth Management, she was an Investment Officer at PNC for over nine years where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high net worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
From Life Preservers to Swim Instructors: How to Support our Teens as They Navigate the Transition to College, was hosted by Pamela Willsey LICSW, PCC, and Vanessa Calagna, certified Wisdom Kids Coach. This event focused on how to support our teens as they transition to college. Pamela and Vanessa discussed how we, as parents, can shift our perspective from protecting our teens to raising resilient young adults who know how to swim in turbulent waters.
Pamela Willsey is the founder of Willsey Connections (WC). She practices as a therapist and life coach for teenaged girls as they become young adult women. Her approach centers around the deeply held belief that success in life requires us to understand ourselves and others. She emphasizes the need to learn the skills necessary to manage our feelings and relationships. WC helps teenage girls develop the tools they need to meet the challenges they will face as they transition from adolescence to independent, self-assured confident women.
A former higher education professional, Vanessa Calagna, of Willey Connections, is also a certified Wisdom Kids Coach. She launched TheKidzConnection with a mission to help children ( Ages 8-11) shift their views to turn once limiting thoughts into supportive beliefs. When children have positive self-esteem and self-confidence, they believe in themselves which allows them to trust their own unique ability to handle life’s many difficult situations. They are also less likely to succumb to peer pressure and more willing to challenge themselves, rather than let fear or obstacles diminish their dreams.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
We were very excited to have Stephanie Diamond, the Managing Director for Charitable Planning Strategies at Charles Schwab, back again to host, Creating My Philanthropic Plan. Stephanie explained how to start planning for philanthropic giving and how to find the right charitable giving vehicle that is best for you. She has used her expertise to guide her clients, families and their wealth advisors in maximizing the impact of charitable giving. She helps clients define charitable giving goals, contribute assets tax-efficiently, review different giving vehicle options and construct charitable gifts with intention.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Thank you for joining us for our August 13th Empower Women event, Effective Communication; How to Listen & Talk in Regular Conversation. In this workshop, Jody Comins, MSW, Divorce & Family Mediator presented three types of listening skills- empathic listening, macro/micro aggression (verbal and non-verbal cues) and listening for listening. Participants experienced verbal and non-verbal cues in exercises with other participants, learned about narcissistic conversationalism, how to listen and be heard in every day conversation, and worked on communication skills.
Jody Comins, MSW is a Divorce & Family Mediator and Collaborative Coach in the Greater Boston area. She is an adult child of divorce and uses her experience to create a child-centered practice at A Better Way: Divorce Mediation. Jody is a court-approved facilitator for the required parenting classes in MA and is the creator of “Honor thy Children; Jewish Parenting through a Divorced Lens”. Her book, “Speaking Out; Voices of Adult Children of Divorce” was #1 in Parenting & Relationships and #1 in Single Parenting on Amazon.com.
Please enjoy this podcast interview with Jody Comins.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
On October 19, 2014, Suzanne’s life was changed forever. Her husband, Michael A. Iovanna was tragically killed in a car accident leaving her behind with their two children and his automotive dealership, Pride Motor Group.
In the midst of her grief, she went back to work after being a stay at home mom for 18 years. Not knowing anything about owning an automotive dealership, she went to automotive school at age 51, determined to take over for her late husband.
Suzanne’s story is one of determination and perseverance in the face of adversity. Take a listen and please feel free to comment or reach out for questions for Suzzane. If you would like to reach directly to her, let us know and we can share her info with you.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
We were extremely lucky to be joined by internet safety expert, Katie L. Greer for our June Empower Women Series event, Raising Digital Natives: What's New? What's Now? What's Next? Raising our children in this technology-driven world can be a daunting task - but it doesn’t have to be. With some information and good conversation, parents can help their kids have a safe and productive experience when it comes to technology, social media, gaming and more. Katie shared information about the latest apps, privacy settings, gaming, and how to help your family have a healthy experience when it comes to technology.
Katie L. Greer has provided nearly a decade of Internet/technology safety education to schools, law enforcement agencies, large corporations, community organizations and at national conferences throughout the United States and Canada. Her unique professional, educational and personal background has resulted in dynamic programs that appeal to all age groups.
You can also check Katie's feature "Spotlight" here: https://youtu.be/_0gbQutdNs0
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
For our May episode, we were joined by Maggi Alexander from The Philanthropic Initiative, (TPI). TPI is a nonprofit philanthropic advisory firm that pioneered the field of strategic philanthropy advising and works around the globe to help donors achieve lasting social impact. Women are controlling a growing share of our society’s wealth and influencing more and more philanthropy. Learn about how women are changing the face of philanthropy and making a deep impact on critical issues in their communities and around the world. This conversation will help listeners better define the goals for philanthropy, uncover their deepest interests and passions, and begin the process of zeroing in on a focus and structure for their giving that provides both meaning and impact. You will leave with a renewed sense of purpose and practical tools for getting from here to there.
Maggi Alexander is a Partner at TPI and directs TPI’s Center for Global Philanthropy. In this role, she supports individuals and families, foundations, and corporations in aligning their philanthropy with their values in ways that are more strategic. An entrepreneurial leader, Maggi has spent over 30 years focused on philanthropy to improve the quality of life for low-income children, families, and communities in the United States and over 30 countries worldwide.
Ellen Remmer (co-hosted the event) is a recognized leader in the field of strategic philanthropy. She is a Senior Partner at TPI and has been with them since 1993 and served as President and CEO of TPI from 2007-2012. Ellen has worked directly with dozens of family, corporate, and community foundations, helping them develop powerful strategies for social impact and strong governance structures and practices.
For nearly 30 years, TPI has served as a consultant and thought partner to ambitious donors and foundations that embrace innovative thinking in their efforts to find local, national, and global levers of change. TPI has helped a multitude of families focus their philanthropy on their values and interests, which often leads to the development of a philanthropic plan. TPI also helps with design, implementation, and evaluation of philanthropic strategies and initiatives, social issues research, administration and grant making, and donor education and foundation governance.
Website mentioned on podcast: https://investforbetter.org/about/
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Thank you for joining us for our April Empower women event, The Gift Behind Your Money Story, hosted by Janet Stokes. Janet Stokes, is a CPA, ICF credentialed coach, meditation instructor, and owner of the Center for Redesigning Life. Janet’s coaching practice focuses on leadership and supporting women through major life transitions– career change as it relates to whole-life purpose, post-divorce, empty nest, and retirement living. Janet’s eclectic background includes 30+ years as a CPA, as well as extensive training in bioenergetics, neuroscience and coaching. Her training and experience allow a unique melding of mind, body, and spirit that support her clients in a holistic, sustainable process. Janet gave an extremely interest discussion on what is going on in your brain and body regarding your approach and feelings around money, as well as steps you can take to shift those feelings if they are no longer serving you.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Thank you for joining us for our March event, Why Almost Everyone Should Have a Living Trust As Part Of Their Estate Plan. Attorney Jennifer Lo, our host for the event, discussed the basics of estate planning. What does it really mean when someone says “estate plan”? What is the difference between probate and non-probate asset? How do trusts play an integral role in an estate plan to save estate taxes, streamline asset management, provide flexibility, and provide creditor protection for beneficiaries?
Jennifer Lo practices primarily in the areas of estate planning, estate and trust administration, elder law, charitable planned giving, taxation, business formation, and non-profit law. Her estate planning practice consists of working with individuals and families to develop and implement estate plans to meet each client’s dispositional goals while minimizing estate taxes. As part of this practice, Jennifer advises clients on long-term care planning for elders and special needs trust planning for parents of children with disabilities, including nursing home care financing and Medicaid eligibility. Her estate and trust administration practice consists of representing and advising fiduciaries in all aspects of the probate process and assisting fiduciaries in satisfying their obligations and duties to beneficiaries and the court. Jennifer also represents beneficiaries in disputes with fiduciaries in various estate and trust matters.
To RSVP or see our future EWS events please visit our website at this link: Empower Women Events
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Our Co-hosts for February's EWS Event, Stephanie Timmons, Karen Mariscal, and Christina Vidoli shared their expertise on this topic. Stephanie Timmons explained long-term care insurance and how it works. Karen Mariscal talked about estate planning for parents whose children are disabled and may need government benefits. Christina Vidoli talked about estate planning for elders who may need nursing home care.
During the interview, Karen and Christina expanded on some of the difficulties parents and children face navigating through the tough decisions along the way for anyone caring for a special needs family member. You can also listen to our past episode on LTC (long-term care insurance) to learn more about that aspect of funding for elder care.
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/events/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
To kick off our 2019 Empower Women Series hosted as Lauren Altieri who presented Resolution, Solution. In this workshop, she explored the meaning of health and wellness with a focus on what that means for you.
Lauren Altieri PhD, RN and Functional Medicine Health Coach (Certification, Feb 2019) will be facilitating this workshop. Beyond her traditional education, she has taken courses in lifestyle medicine, mind-body medicine as well as healthy cooking, yoga and, mindfulness. After working in a variety of roles in the traditional healthcare model Lauren is returning to her roots to help others attain their goals toward better health and wellness. She is skilled in motivational interviewing and helping others find their own best solutions.
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/events/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Thank you to everyone who joined us on December 11th for our event, Time Management, hosted by Susan Stone. Susan loves helping her clients create order out of chaos and make room for joy. Susan specializes in working with the chronically disorganized, people with ADD/ADHD and all who long for a clutter-free life. Her practice allows her to work with clients to design and maintain the kind of spaciousness that brings ease, less stress, and more joy.
She is a graduate of Wellesley College and Simmons College (MBA, MSW), the Coach Approach for Organizers (COC®), holds multiple certificates from the Institute for Challenging Disorganization and has advanced training in Motivational Interviewing techniques. Susan is a Past President of the National Association of Productivity and Organizing Professionals–New England Chapter, a frequent contributor to Marblehead Patch and a guest presenter and writer for North Shore Elder Services.
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/events/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Special Education 101 and More: What Everyone Should Know About Raising and Educating A Child with Disabilities. Have you ever wondered how parents of children with special needs make sure their kids get the services they need? Attorney Tere Ramos will explain the special education process, including essential education laws, the IEP process, and how to become an effective advocate without burning bridges. Attorney Karen Mariscal will be on hand to talk about adult services, and what may be available to children with disabilities after he or she turns 22. Both attorneys have children with autism and will share their experiences, both personally and professionally.
Karen Mariscal is a special needs estate planner and guardianship attorney based in Wellesley, Massachusetts. She has been practicing law at a high level for more than 30 years. She is a passionate advocate for adults who have special needs, and their parents.
Tere Ramos is an attorney focusing her practice on education and Social Security disability law. She is the mother of two girls, one with autism. As a former legal services attorney, her life’s mission is to seek justice for low- and moderate-income families and those with limited English —people who are often underserved by the legal system.
For the October Empower Women Series talk, My story and why I tell it- Domestic Abuse Awareness, Jody Marchand joined us. Jody is a survivor of domestic violence whose mission is to talk about the many signs of emotional abuse. Jody has faced unimaginable tragedy in her life and with the help of her foundation Live for Liv, named after her daughter Olivia, she is telling her story and spreading awareness about domestic violence.
For those who attended the event, thank you for joining us!
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/events/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Whether you are currently involved in caring for an elderly family member or are concerned for your own future, this session will prepare you for “aging well.” Joined in today's podcast by Emily Saltz and Kate Granigan, two 20+ year veterans in the aging industry, in a frank discussion about aging, resources, options, and pitfalls to avoid for yourself or your loved ones.
Emily Saltz is the Founder and Kate Granigan is the CEO of LifeCare Advocates, a private practice providing aging life care management services to families in MA. Their mission is to help families negotiate the complex range of services and options available as we age.
For those who attended the event, thank you for joining us! You can download the event's takeaways here:
To RSVP or see our future EWS events please visit our website at this link: https://www.empower-women.com/events/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Stephanie Diamond, the Managing Director for Charitable Planning Strategies at Charles Schwab, hosted our July event – Philanthropic Giving- Maximizing the Impact of Charitable Contributions. During our discussion, Stephanie explained how to start planning for philanthropic giving and how to find the right charitable giving vehicle that is best for you. She has used her expertise to guide her clients, families and their wealth advisors in maximizing the impact of charitable giving. She helps clients define charitable giving goals, contribute assets tax-efficiently, review different giving vehicle options and construct charitable gifts with intention.
Thank you for joining us this past July 10th! Also, we have made her PPT Presentation available in this link: http://www.lexingtonwealth.com/wp-content/uploads/2018/07/EmpowerWomenLexington7.10.pdf
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women.
Kate Grondin hosted Home Transition. Kate started Home Transition Resource in 2008 after helping her 83 year old parents pair down their possessions from a home they have lived in for over 60 years. This experience taught Kate that what started out as an overwhelming prospect for her parents actually became an enjoyable experience for them. It is this joy in the process that Kate seeks to find for all of her clients. After successfully completing this downsizing project it became clear that she wanted to dedicate her career to making this transition a positive experience for all older adults.
Kate earned a Master of Social Work degree from Simmons College School of Social Work in Boston, and worked as a hospital social worker providing crisis intervention, family support, and discharge planning for in-patients at the Brigham and Women’s Hospital. It’s this background that differentiates Kate and her team from other move managers, as HTR’s philosophy and approach to move management is very client-centered with a sensitivity to advocacy, service coordination, family dynamics and environmental support.
Thank you for joining us this past June 12th!
Here's Kate contact info: http://hometransitionresource.com
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices. Join us and spread the word. Let's continue empowering women.
Danielle Benaroche Gottesman, Certified Wellness & Self-Care Coach, was back to host Self-Care II- What you Eat Matters. The discussion focused on nutritional wellness and wellness via movement. It was a fascinating conversation about how what we eat affects our happiness, our relationships and our surroundings.
Danielle’s vast background in journalism led her to a career at WGBH and PBS International and ultimately inspired her through personal experience to understand that balance was best achieved by making time to kindle the creative and personal fires we tend to let smolder amidst the demands of career and parenthood. Her path evolved to inspire service as a Wellness Coach (or as some have called her, a Creative Midwife). Danielle will share her expertise on nutrition and how it relates to our overall health. She will offer solutions, resources, and tools to equip us with the ability to remain (or get) on top.
Danielle Gottesman Writer, Wellness Coach DBG Wellness birdie@thisbirdiesays.com 312.371.9700 Instagram: @daniellegottesmanwellness Facebook: @gottesmanwellness To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices. Join us and spread the word. Let's continue empowering women.
Meredith Pensack hosted Understanding Long-Term Care Insurance. She is a long-term care insurance planning specialist representing the top long-term care providers. In addition to representing traditional LTC coverage options, she also represents “hybrid” solutions that include a death benefit. Meredith was voted “Top 10 Women Insurance Agents” by Boston Women’s Business Journal.
Meredith advises individuals, families, and small businesses on the appropriateness of long-term care coverage. She has helped many small business owners and self-employed individuals take advantage of the favorable tax treatments available for long-term care benefits.
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices. Join us and spread the word. Let's continue empowering women.
Susan Snow was not able to host “Ins & Outs of Assisted Living” but we are thankful to her for recording the interview without the event.
Event Description Susan has been at Youville Place for nearly two years helping families and new residents make a smooth transition to assisted living. She worked for 15 years as Project Manager for a national human services firm helping families find the supports that they needed. Her interest in working with older adults later led to a position as Outreach Assistant with the Lexington Senior Center. A long-time resident of Arlington, Susan enjoys biking, kayaking, and birding. In the summer she might be found at Little Lake Sunapee in New Hampshire with family and friends. She especially enjoys spending time with the littlest family members — four girls and two boys between the ages of 1 and 6, as well as numerous cats and dogs!
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices. Join us and spread the word. Let's continue empowering women.
In our February EWS event, LuSundra Everett hosted "How to Read Your Tax Return". LuSundra is a tax professional specializing in the home business industry. She started in the home business industry in 2009. It was with that first tax return after being a home business owner that piqued her interest in tax preparation.
During her tax career, she has encountered numerous home business owners having trouble with taxes. She had enough of seeing her fellow Home Business owners earn money, only to get in trouble with the IRS. She has made it her personal mission to become YOUR Home Biz Tax Lady, to help home business owners understand what is going on with their tax situation and how to win the tax game!
Outside of tax season, LuSundra runs an ecommerce business and is a personal development specialist. Her mission is to assist others in building a solid foundation of self on which to build your success.
LuSundra currently resides in the Boston area with her husband and two children, and is Enrolled to Practice before the IRS.
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices. Join us and spread the word. Let's continue empowering women.
For our January Empower Women Series event, Danielle Benaroche Gottesman, a Certified Wellness & Self-Care Coach, hosted Understanding & Making Time for Self Care. Danielle’s vast background in journalism led her to a career at WGBH and PBS International, and ultimately inspired her through personal experience to understand that balance was best achieved by making time to kindle the creative and personal fires we tend to let smolder amidst the demands of career and parenthood. Her path evolved to inspire service as a Wellness Coach (or as some have called her, a Creative Midwife). Danielle led the group in a short meditation for novices and experts, then explored ways we spend our time, the demands we all share in common, and the extenuating circumstances that throw us off course and off-schedule.
The discussion touched on three main branches of self-care via nutritional wellness, wellness via movement, and well-being through emotional balance. Using left brain and right brain approaches to finding calm in a world that demands so much of our time, Danielle offered solutions, resources, and tools to equip us with the ability to remain (or get) on top. Please share this interview we recorded after the event with eveyrone you thin can benefit from listening to Danielle's amazing insights into the world of mindfulness, meditation and self-care.
To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/
All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices. Join us and spread the word. Let's continue empowering women.