Economically Empowered Women: The 5 Essentials

Live Speaker Event – Economically Empowered Women: The 5 Essentials

Date: 01/15/2019

Time: 9:00am – 11:00am

Place: Frost Bank, 401 Congress Ave 11th Floor

Summary

Are you the captain of your financial future?  Or do you find yourself putting off the discussion of financial details because it is too painful or too uncomfortable to face head on.  If you’re like many young, middle aged or older women, you put off thinking about your economic empowerment because:

  • You’re broke — You don’t feel you have any money to manage, so why bother?
  • You’re waiting — for the big bonus or ship to come in so you have something to work with.
  • It’s not your problem — someone else in your inner circle makes all those decisions for you so you don’t need to be in the know
  • Oh no — the thought of thinking about your financial status makes you physically ill.  Can we talk about something else?

Yet, women end up retiring with 30% less than men do and they live longer!

Let 2019 be the year you get economically empowered.  Come join HERdacity as we listen, learn and ask questions about we can be doing differently to be responsible for our financial futures and to feel less stressed about them.  We will also drink coffee, eat pastries and network so please come join the fun.

 HERdacty’s guest speaker, Laura Pinto, a professional Wealth Advisor, draws on her extensive experience working with women to manage finances, plan their retirement and  build their economic futures.   She will share tips on what you can do right now to better understand your needs, assess decision and protect your financial future.

Speakers Bios

Laura Pinto
Senior Vice President & Wealth Advisor,
Frost Bank

Laura  Pinto is a Senior Vice President and wealth advisor for Frost Wealth Advisors in Austin.  She joined Frost in 2002 and has been helping clients with comprehensive wealth management services which includes a focus on investment accounts, revocable and irrevocable trust, charitable trust, estate administration, and complex wealth transfer strategies.  Laura is a past president and current member of the Planned Giving Council of Central Texas as well as a member of the local Estate Planning Council and the Association of Fundraising Professionals.  She currently serves on the donor advisory campaign with her Church, and is a past board member for the Girl Scouts – Lonestar Council,  Texans Care for Children  and the McKenna Legacy Foundation.  She is a graduate of University of Houston – Clear Lake, with a bachelor’s degree in computer information systems.   A graduate of the Cannon Financial Trust Institute,  she holds her designation as a Certified Trust and Financial Advisor (CTFA), a Certified Wealth Strategist (CWS®), a General securities representative with the Financial Industry Regulatory Authority and a Group 1 Licensed Insurance holder.

Linnie Phebus
CFS, CFP®, MBA, CEPA
Senior Vice President & Wealth Advisor,
Frost Bank

Linnie Phebus has been providing investment and planning advice since 1991. As a Certified Financial Planner™ practitioner, she’ll provide comprehensive wealth management services including investment management, estate and charitable gift planning, business succession planning and overall financial planning. Linnie is a regional practice leader for Frost’s Family Legacy Services.  Family Legacy Services goal is to work with clients to keep a family and its culture together across multiple generations to create a legacy, build wealth and protect the family. She holds both bachelor’s and master’s degrees from Louisiana Tech University.  Linnie is a licensed life insurance agent, a Certified Funds Specialist, a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Exit Planner Advisor.  She served as the past president and chairperson of the Austin Financial Planning Association and  the Estate Planning Council of Central Texas. She is actively involved in various organizations and charities in Central Texas. She is married to Scott and they have two children in college.

Attendees: