About Our Event:
Educating women about financial literacy has been one of Women in Tech Seattle’s goals. We are pleased to present “Your Girlfriend’s Money Talk” as an event where women can come and talk about money in a judgement- free zone. A place where we can talk about our money wins, losses, goals, and also learn money strategies from each other. Please come and join us in a fun and collaborative event where we will leave with more clarity about what action we need to take to help our unique goals and help others along the way too 🙂
Logistics:
There is free parking at Day 1 garage after 4 PM
Once you enter the building, please head left to the reception
Agenda:
5:00 -> 5:30 : Check-in, Food and Drinks
5:30 -> 6:15 : Panel Talk
6:15 -> 6:45 : Breakout Discussions
About Our Panel Speakers:
Schanice Staples:
Schanice Staples is a Financial Advisor based in Seattle, WA, where she runs her practice, catering not only to clients in Washington but also in the District of Columbia, Maryland, Virginia, California, and Texas. A graduate of Howard University, she values the importance of helping others, which led her to a career in the financial services industry. Staples is dedicated to enhancing the financial literacy of her clients, focusing on education and transparency in her practice. She offers comprehensive financial planning services encompassing cash management, retirement, risk management, and estate planning, aiming to empower her clients in shaping their financial futures.
Jenni Monahan:
Jenni Monahan is a dedicated Wealth Advisor with a passion for helping others, both personally and professionally. She has helped creative business owners, senior executives, and families in transition, such as those recently acquiring wealth or going through significant life changes. Jenni deeply understands her clients’ values and aspirations, crafting customized financial plans that align with their vision and legacy, often involving family collaboration and education on financial stewardship. With a focus on diversity, family, education, hard work, and philanthropy, she and her clients share similar values and work together to achieve their dreams while making a positive impact on the world.
Rachel McCracken:
​Rachel McCracken grew up in a single parent household where there was zero career guidance and no financial education. It wasn’t until after she became a mother and got serious about a career did she learn about personal financial management. When she sat in her first finance class for her MBA, she fell in love with investments and never looked back. She has dedicated her career to helping clients understand their personal financial goals and how to achieve them. She likes working with every generation of the family and is thrilled when she can teach people practical financial knowledge so they are empowered by, and not afraid of, their money. Rachel has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of nine professionals, focusing on growth, career development, and excellent client service.
About Women in Tech Seattle:
​Women in Tech Seattle is a 100% volunteer led org run by Director Eileen F. Lambert, Co-leads: Sangavi Pari & Claudia Dubuque, and Marta Abel as Operations and Community. We are also supported by volunteers and community partners.
​Women in Tech Seattle aims to amplify & advance WIT; emphasizing those from non-traditional backgrounds, historically marginalized or underrepresented groups.
Location
AWS Skills Center Seattle
1915 Terry Ave, Seattle, WA 98101, USA
