Women, Wealth & Wisdom

Presented by Leave a Legacy Humboldt

Get the tools for planning, investing and making a difference

Friday, Sept. 28: 9 a.m.-3 p.m.

Event held at Sequoia Conference Center: 901 Myrtle Avenue, Eureka
Fee: $55 (includes catered lunch)

Please join us for this one-day event created to educate women on financial matters and to provide the tools to take the reins on financial and estate planning. The workshop offers multiple sessions throughout the day that will help women address immediate financial concerns, prepare for the future, and think about how to make a difference.

Event Overview
9:15-9:45
(30 min)
Welcome

Keynote

Maggie Kraft, keynote speaker, with a blessing from Cheryl Seidner

10:00-11:15
(1 hr, 15 min) Session 1: A/B

A Clear View to Retirement: The Confidence of a Well-Planned Life
Renae Alejandre

We'll discuss today's retirement reality, and why it's important for women to understand what that looks like. We'll look at ways to define and identify retirement goals and how that process can help them better prepare emotionally and financially to and through retirement. And we'll review a few steps women can take now to help put them on the path towards their goals -- whether you are close to, or in already in retirement.

Estate Planning Essentials: Getting Your Docs in a Row
Angela Petrusha & Jennifer Dixon

From wills and trusts to health care directives, learn what a complete estate plan looks like and why it will give you incredible peace of mind. Attorneys Angela Petrusha and Jennifer Dixon will demystify the estate planning process and explain how each document can protect what's important to you during your lifetime and beyond.

11:30-12:40
(1 hr, 10 min)
Lunch

Lunch Keynote Panel: Women as Change Makers
Cheryl Seidner, Becky Giacomini, & Connie Stewart – Panel facilitated by Julie Fulkerson

12:55-2:10
(1 hr, 15 min) Session 2: A/B

Appreciated Assets: Strategies to Maximize Your Resources for Family and Charity
Kimberley Pittman-Schulz

Have you built a nest egg that includes appreciated stock, real estate, a business, or other assets, only to discover if you tap those assets you'll pay a big tax burden? Wish you could do more to help your community and loved ones? Learn how charitable strategies may be the solution for maximizing assets and converting tax challenges into financial benefit.

Enhancing Your Financial Peace of Mind in Today's Changing Marketplace
Ginger Weber & Francoise Crandell

Are there financial stressors and concerns about the future that keep you up late at night? Navigating life's obstacles and the world's financial markets can be challenging. Learn how to be a confident investor in today's changing marketplace. Ginger and Francoise will share their insights and wisdom to enhance your financial peace of mind.

2:10-2:30
(20 min)
Break
Coffee and cookies  
2:30-3:00
(30 min)
Session 3
Women, Wealth & Wisdom in Humboldt & Honorees
Facilitated by Julie Fulkerson

For more information

Leave a Legacy HumboldtPlease call OLLI at HSU at 707-826-3713 with any questions.

 
Maggie Kraft

Maggie Kraft

Maggie Kraft has worked in senior services since 1985. She served as the long-term care ombudsman coordinator, director of adult day health and alzheimer's services and is now the director of the Area 1 Agency on Aging. Her "side gig" is Kraft Transitions, a senior move management company that helps seniors and others cope with the emotional and physical aspects of downsizing and moving from the family home.

 

Renae Alejandre

Renae Alejandre

Renae Alejandre was raised in Ferndale and attended both Ferndale Elementary and High Schools. She received her BS in psychology from St. Mary’s College and an MBA from University of Phoenix. She worked in accounting and administration and has worked for Wells Fargo Advisors, LLC for eight years. She thoroughly enjoys working with clients to meet their goals. In her spare time she enjoys working in her yard, traveling, entertaining and watching her children participate in a variety of sports. 

 

Angela Petrusha

Angela Petrusha

Angela Petrusha is an estate planning attorney and owner of Petrusha Law in Eureka, Calif. Angela enjoys providing clear advice to help clients protect their personal and financial interests. She founded Petrusha Law in 2015, which has served over 500 clients to date, receiving the Times Standard Reader’s Choice award for Best Law Firm in 2017 and 2018. Angela is community-focused, serving on boards for CASA of Humboldt, Soroptimist of Humboldt Bay, and Humboldt County Bar Association.

 

Jennifer Dixon

Jennifer Dixon

Jennifer Dixon is an estate planning attorney at Petrusha Law with a strong academic background and more than a decade of experience in probate and conservatorship court. Having seen many families embroiled in court battles, Jennifer is motivated to assist clients in protecting their autonomy and that of their loved ones through estate planning. Jennifer is a member of the Trust and Estates Section of the California State Bar and the Humboldt Del Norte Council on Estate Planning.

 

Cheryl Seidner

Cheryl Seidner

When Cheryl A. Seidner served as tribal chairwoman for the Wiyot Tribe from 1996–2008, you could frequently find her “burning the midnight oil” in her office, or attending functions on behalf of the Tribe. She has represented the tribe to other governments at the city, county, state, and national level. She served as executive secretary for Indian Action Council of Northwestern California, secretary for Northern California Indian Education Project, chairwoman for Northern California Indian Development Council, board member for KEET TV, Sacramento area vice president of NCAI, board member for Humboldt County Historical Society, a guest lecturer at various colleges, and AWANA director. Cheryl was honored and acknowledged for her contributions to Humboldt State University and the community. On May 17, 2008, she received an honorary doctorate of humane letters from HSU and the California State University system. Now retired from Humboldt State after 28 years, Cheryl is in pursuit of the next phase of her life -- more time with family and tending to her business Tik Wolana Welth, “beads and things,” and exploring new ventures.

 

Becky Giacomini

Becky Giacomini

Becky Giacomini and her husband Walt have been in the beef ranching industry in Humboldt County for over 40 years, and they are now passing on the business to the next generation. Becky retired after 30 years from the Fortuna Elementary School District and continues to be involved in the community: Fortuna Chamber of Commerce, Humboldt Sponsors, Fortuna Kiwanis, Humboldt Children’s Author Festival, Humboldt Library Foundation, Redwood Memorial Hospital Foundation and St Joseph Health Board of Trustees. Serving her community and showing up is one of her passions. She wants to help make Humboldt a great place to call home for her children and grandchildren. 

 

Connie Stewart

Connie Stewart

For the past nine years, Connie Stewart has been executive director at the California Center for Rural Policy (CCRP) at Humboldt State University, a research center committed to informing policy, building community, and promoting the health and well-being of rural people and environments. She’s a former mayor and a member of the City Council in Arcata, Calif. Locally she serves on the Redwood Acres Fairground, North Coast Health Improvement and Information Network (NCHIIN) and the Open Door Community Health Center’s Board of Directors. She’s also an avid sports fan, gardener, crafter and cook.

 

Kimberley Pittman-Schulz

Kimberley Pittman-Schulz

Kimberley Pittman-Schulz brings 25+ years of experience helping people make a meaningful difference through their philanthropy while meeting financial, tax, retirement, and family priorities via strategic charitable gift planning. Kimberley heads up the national planned giving program for Compassion & Choices, after eight years in development leadership roles with Humboldt State University and previous philanthropic planning experience in international child development and the community foundation field.

 

Ginger Weber

Ginger Weber

Ginger Weber is the president, principal and financial advisor for Premier Financial Group. She advises families, nonprofit organizations, and businesses on a broad range of financial planning, tax planning, and fiduciary issues. Ginger also leads Premier’s advisory team, which is responsible for researching, developing, and managing the firm’s investment strategies. Ginger brings more than 21 years of experience in the financial services industry and has been with Premier since 2000. She received the Certified Financial Planner™ credential in 2007 and is a business administration graduate of Cal Poly-San Luis Obispo. Having both grown up locally, she and her husband are glad to be raising their two teenagers in Fortuna.

 

Francoise Crandell

Francoise Crandell

Francoise Crandell is a financial advisor with Premier Financial Group and has worked in banking and finance for more than 24 years. Joining Premier in 2015, Francoise takes great pride in helping clients and her teammates with a commitment to excellent service. Many clients Francoise works with are single women who appreciate the collaboration and confidence that comes from working with financial professionals.  Francoise grew up in Arcata and obtained a business administration degree at Humboldt State University, where her son has also recently obtained a business degree.  She and her husband enjoy spending time with their family in the outdoors. 

 

Julie Fulkerson

Julie Fulkerson

Julie Fulkerson has served as City of Arcata council member and mayor; on the Humboldt County Board of Supervisors, and as board chair; Trinidad City Council mayor; high school teacher and counselor. She was founder/owner of Plaza Design for 24 years. She has led workshops at Los Angeles and New York International Gift Shows. She has been a consultant to small business owners, nonprofits, and state and federal agencies. She is a founder and trainer with Cascadia Leadership Center, founder and co-director of Options, and a facilitator of job search and self-employment workshops. She is also a consultant to former president of Humboldt-Del Norte Community Health Alliance. Previously she was president of the California Local Government Commission; a talk show host for Thursday Night Talk on KHSU and hosted KEET-TV North Coast Perspectives; facilitator of Fetzer Foundation Love and Forgiveness Series; Humboldt Area Foundation board member; Redwood Region Economic Development board chair; and a Humboldt Transit Authority board member. She is also currently a member of the Eureka Symphony and a chamber music violinist.