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.
|9:15-9:45 (30 min)
|Maggie Kraft keynote with prayer from Cheryl Seidner|
|10:00-11:15 (1 hr, 15 min) Session 1: A/B||Renae Alejandre – A Clear View to Retirement: The Confidence of a Well-Planned Life||Angela Petrusha & Jennifer Dixon – Estate Planning Essentials: Getting Your Docs in a Row|
|11:30-12:40 (1 hr, 10 min) Lunch Keynote Panel||Women, Wealth & Wisdom: Cheryl Seidner, Becky Giacomini, & Connie Stewart – facilitated by Julie Fulkerson|
|12:55-2:10 (1 hr, 15 min) Session 2: A/B||Kimberley Pittman-Schulz – Appreciated Assets: Strategies to Maximize Your Resources for Family and Charity||Ginger Weber: Enhancing Your Financial Peace of Mind in Today's Changing Marketplace|
|2:10-2:30 (20 min)
|Coffee and cookies|
|2:30-3:00 (30 min)
|Women, Wealth & Wisdom in Humboldt & Honorees – facilitated by Julie Fulkerson|
For more information
Please call OLLI at HSU at 707-826-3713 with any questions.
Maggie Kraft has worked in senior services since 1985. She served as the longterm 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 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 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 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.
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
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.
For the past 9 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 brings 25+ years' experience helping people make a meaningful difference through their philanthropy while meeting financial, tax, retirement, and family priorities via strategic charitable gift planning. She has served as Executive Director of Philanthropy for Humboldt State University, and she has previous philanthropic planning experience in international child development and the community foundation field.
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.
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 Re