Date(s) - January 11, 2023
7:30 am - 9:00 am
“Successful Financial Planning Strategies for 2023”
Join us in January as we have a panel discussion between four successful financial advisors who each bring something different to the table. We will ask our experts to discuss financial planning, client communication, tax and investment strategies that can add value in the coming year. Bring your most challenging questions to ask our panel of experts.
About the Speakers
Lee Ann Coburn, CFP is a Senior VP at Merrill Lynch. Lee Ann and her team help families achieve and maintain a worry-free retirement lifestyle. She has been named to Forbes “Best-in-State Wealth Advisors” list. As a Boston marathon finisher, Lee Ann believes that disciplined preparation and smart planning can set you up for long term success. Lee Ann is a graduate of the University of Pennsylvania where she studied International Relations and captainted the Women’s Lacrosse team. She is dedicated to providing professional women opportunities to connect, collaborate and inspire each other.
Barry Mendelson, CFP is a Wealth Advisor & Managing Partner at ZRC Wealth Management. Barry has been in the financial services since 1994 and he takes a comprehensive approach to investing and wealth management. Barry is a past president of the FPA East Bay Chapter and leader in the Cancer Support Community. He earned his BA in Economics and Accounting from UC Santa Barbara.
Kristin Nicholson, CFP, CFA, is a Senior Wealth Manager at First Republic Investment Management. She joined First Republic in 2004 and has more than two decades of experience in the investment industry, starting her career as a stock analyst and then continuing into wealth management. Kristin completed her undergraduate education at Indiana University and she received an MBA from the University of California, Berkeley. Kristin is a board member of SHE-CAN Global, a non-profit organization that helps young women from post-conflict countries attend US universities.
Marilyn Suey, CFP, AIF, is a Wealth Manager with the Diamond Group. Marilyn specializes in working with business owner, executives and health care professionals to guide them toward financial independence. Marilyn has over 30 years of corporate experience which provides insight to help her clients and their families on their financial journey. Marily is a life-long learner with dual degrees in Applied Mathematics and Economics from UC Berkeley and an MBA from the Wharton School at the University of Pennsylvania.