The Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors

CONNECT

Address:

10877 Wilshire Boulevard17th Floor
Los Angeles, CA 90024

Phone:

Jim: 310 443-2557 Charlie: 310 443-2556 David: 310 443-2547 Katrina: 310 443-7591 Hannah: 310 443-2544

Fax/Other:

310-824-5214

Events

The Professional Woman Speaker Series

Wells Fargo Advisors


Hosted by Katrina Soelter, CFP®, Financial Advisor

With The Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors

Inaugural Year - 2018

“Here's to strong women. May we know them, may we be them, may we raise them.”

 - Unknown

Registration Now Open for September 2018 Series
(Option Tw0 - What's Next?)

RSVP Required
Limited Seats Available

RSVP to Katrina.Soelter@wfadvisors.com

Include the following information:

  • Name
  • Telephone Number
  • If you'd like to bring a guest, please provide their contact information

OPtion Two - What's Next? Starting September 27, 2018
Transitioning from the professional career

For any woman who is wondering how to navigate life after their primary career
(entering their encore).

All events will be held at the Shakespeare Club
Pasadena, CA
6:30 pm – 8:30 pm

Thursday Evenings



Thursday, September 27 
Health, Wellness, Mindfulness, and Memory

Guest Speaker
Daisy Swan, MA, CPCC
Career Coaching and Healthy Life Strategies

How do you maintain your vitality throughout life to live fully? We'll cover these topics and more as we
dive into the impact of our health holistically on our life's journey.

 

Thursday, October 4
Life After 9 to 5

Katrina Soelter, CFP®
Financial Advisor 

How do you build your income streams to fund your fun? What role does Social Security play?
How do you ensure you won't outlive your savings? Together, we'll explore the financial landscape.

 

Thursday, October 11
Intergenerational Conversations 

Guest Speakers
Kate Kennedy and Lindsay Sanders, Esq
Realtor, Heyler Realty and Estate Attorney, Stone and Sallus Law

Demographic trends and economic pressures have changed the dynamic in our families.
Discuss and collaborate on ways to navigate the new normal between aging parents and adult children.

 

Thursday, October 18
Organizing Your Taxes – and Closet 

Guest Speakers
Laura Stone, CPA and Stephanie Gisondi-Little
CPA at Logden, Lacher, Golditch, Sardi, Saunders & Howard, LLP
CEO of Composed Co

Continue your journey with a session on how to make sense of your new tax situation - 
and how to curate your wardrobe for your next phase.

 

Thursday, October 25
Creative Ideas From Your Predecessors

Transition Panel – Panelists include, as guest speakers:
Helen Dennis & Bernice Bratter, Co-Founders of Project Renewment
Toni Martinez Burgoyne, Community Volunteer
(+ Others!)

Hear from a panel of women who've transitioned from their career to the next phase in their life – happily.
Ask your questions and hear about what life can hold.


PREVIOUS TRACK (Spring 2018) - Returning Spring 2019
Option One – Focus on you
Finding Balance

For any woman in the midst of her career, looking to set herself up for a successful future.

All events will be held at the Oak and Vine Wine Bar
Glendale, CA
6:30 pm – 8:30 pm

 

Wednesday, February 28
Increase Your Impact Without Burning Out

Guest Speaker
Katie Vernoy, MS, MFT
Executive Coach
Evolve to Thrive Consulting

 Effective time management, creating the schedule that works for you, and ensuring that you don't burn out so that you have space for idea development are crucial to finding fulfillment.

Wednesday, March 7
Investing in Yourself

Katrina Soelter, CFP®
Financial Advisor

How we invest for our future impacts the quality of our life and our vision of our lifestyle. Learn the basics so you are empowered in your conversations and decisions about your finances.

Wednesday, March 14
Protecting Your Assets Throughout Your Life

Guest Speaker
Lindsay Sanders, Esq
Estate Attorney
Stone and Sallus Law

How do you protect yourself and your legacy? What estate planning issues do women have?

Wednesday, March 21
Negotiation Skills

Guest Speaker
Rebecca Zung, Esq
Divorce Transformation Strategist and Family Law Attorney
Zung Power Coaching

Continue your journey with a session on how to negotiate with a calm, cool, collected head so you come out on top.

Wednesday, March 28
Strategies Workshop

Small Group Sessions with All Four Speakers

Use this workshop to work on your own plan for balance, strength, and financial understanding. Draw upon the resources of every speaker in the series in this small group session.

About the series

The Professional Woman Speaker Series is designed to empower, encourage, and educate attendees to create balance and positivity in their lives. Together with other dynamic women, we will work towards more knowledge and understanding of ourselves and our lives. We hope you walk away with the skills, knowledge, and steps for implementation for a savvy, fulfilling, and balanced life. All workshops are strictly educational, no professional fees or products will be discussed.

About the hostess

Katrina Strelow Soelter is a Financial Advisor with the Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors. She received her undergraduate degree at UC Berkeley in Philosophy and German. After graduation, she taught elementary school in the Bay Area, during which time she received her MA from Loyola Marymount University. Motivated by her interest in personal finance and her passion for helping individuals define and achieve the life they want, she changed careers and began working at Wells Fargo Advisors in 2013. She attended UCLA extension for her CFP® coursework and is a proud CFP® practitioner.

Hearing from her mom, a professional woman in the IT field, about how imbalanced professional financial advice was in her experience based on gender has fueled Katrina's passion to provide quality education to the strong women in our lives and is a key catalyst for hosting this workshop.

Contact: Katrina.soelter@wfadvisors.com · 310-443-7591

 

Investment and insurance products: NOT FDIC-Insured/NO Bank Guarantee/MAY Lose Value

Investment and insurance products:

NOT FDIC-Insured

NO Bank Guarantee

MAY Lose Value

The views expressed by guest speakers (Daisy Swan, Kate Kennedy, Lindsay Sanders, Laura Stone, Stephanie Gisondi-Little, Helen Dennis, Bernice Bratter and Toni Martinez Burgoyne, Katie Vernoy, Rebecca Zung, and Lindsay Sanders) are their own and do not necessarily reflect the opinion of Wells Fargo Advisors or its affiliates. Daisy Swan, Heyler Realty, Stone and Sallus, Logden, Lacher, Golditch, Sardi, Saunders &Howard, LLP, Composed Co, and Project Renewment, Evolve to Thrive Consulting, Stone and Sallus, and Zung Power Coaching are not affiliated with, or endorsed by, Wells Fargo Advisors. Wells Fargo Advisors is not a tax or legal advisor.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Wells Fargo Advisors · 10877 Wilshire Blvd. 17th Floor, Los Angeles, CA 90024 · (310) 443-7591 · Katrina.soelter@wfadvisors.com

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