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Managing your Wealth: 4 Simple Steps to Achieve a Brighter New Year
Join our Financial Feminism webinar to learn how to create your 2021 financial goals. Here's a glimpse of what our BakerAvenue Wealth Experts will discuss:

- Set goals for 2021 and manage your money to achieve them
- Get organized and ensure your financial intentions are carried out in the long run
- Assess your investment portfolio after a volatile 2020
- Re-evaluate your philanthropic and Impact priorities – while getting a tax benefit to boot

Jan 27, 2021 12:00 PM in Pacific Time (US and Canada)

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Speakers

Tanya Welch, CFA, CFP®
WEALTH ADVISOR, MANAGING DIRECTOR @BakerAvenue Wealth Management
In addition to servicing clients through their life's transitions, Tanya is responsible for overseeing the vision, training, and execution of the wealth management team. Tanya graduated from the Wharton School, University of Pennsylvania, with a B.S. in Economics. She is also an active member of the Financial Planning Association of San Francisco and CFA Society of San Francisco.
Sheila Rabaut, CFP®
WEALTH ADVISOR, DIRECTOR @BakerAvenue Wealth Management
Sheila partners with her clients to help ensure the best outcomes are achieved. She enjoys working with multi-generational family engagements as well as women who are looking to understand and achieve their highest financial potential, both personally and professionally. Sheila holds a B.A. in History and an MBA from Santa Clara University. She has also been recently named CFP's President-Elect.
Jennifer Leong, CFP®, CIMA® (Moderator)
WEALTH ADVISOR, DIRECTOR @BakerAvenue Wealth Management
Jennifer brings over 15 years of wealth management experience to the BakerAvenue NYC team, where she is committed to help clients make meaningful impact through their investments and legacy plans. Her areas of focus include financial planning, retirement planning, and investment strategies. She holds a B.S. in Finance from George Mason University where she graduated with magna cum laude honors.