When: Tuesday September 13th, 6-8 pm
Where: One Cheeseman Place Community Room, 19th Floor (1201 Williams St, Denver, CO 80218)
PLEASE RSVP via WEBSITE: www.coivywomen.org
CIW Members: $10
Please join us to learn about financial planning strategies designed for women and millennials and consider how family relationships can affect the well-being of not only family members but the family's financial health and future.
Co-Host Lia Baggao (Harvard), Financial Advisor Merrill Lynch Wealth Management, Bank of America Corporation, will share insights and planning strategies designed specifically to meet the needs of women.
Special Guest Emily Keating, a Goldman Sachs Wall Street Veteran and Co-Founder and CEO of Spari, will share trends and how millennials approach planning as well as how her company provides strategies suited specifically for our younger generation.
Recently published article about Spari: The Start-up Fighting to Build a Better Future for Millennials
Special Guest Maureen Kelley, recently retired Senior Vice President of Wells Fargo Private Banking who is the Founder of MADRE (Mother And Daughter Relationship Enhancement). With a holistic approach to wellbeing, MADRE brings together mothers and daughters (boomers and millennials) to learn, grow and enhance their relationships. Through workshops, retreats and family coaching, MADRE focuses on women, money, health, strength, leadership, relationships and family. While the Genesis was financial health, MADRE is so much more. It's about life and living well.
MORE ABOUT OUR SPEAKERS
Lia Baggao (Harvard)
Lia Baggao, CFP began working in the financial services industry in 2007 and joined Merrill Lynch in 2015 offering integrated wealth management planning to individuals and families. She chose to partner with Bank of America Merrill Lynch for their industry-leading research, investment platform, and banking services to best serve her clients. Lia graduated from Harvard University with a degree in Psychology and a minor in Spanish. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the FINRA Series 7, 63, and 65 registrations.
As the daughter of a business professor and an investment analyst, Lia has been immersed in the financial industry from a young age. Learning to create and manage her own budget with her first Bank of America account at 12 years old sparked her life-long passion for helping others manage their money and is what initially drove her work at some of the largest and most well-known mutual fund companies in the country including The Vanguard Group, Dodge & Cox, and Parnassus Investments. Lia has also spent time working at the largest RIA in the southwest where she helped advise institutions, 401(k) plans, foundations, businesses, and families on a wide range of wealth and asset management services.
Lia currently serves on the board of the Delta Gamma Denver Alumni Chapter and holds a leadership position with the Colorado Ivy+ Women’s Group. She is also an active member of the Rocky Mountain Harvard Club, the Cherry Creek Chamber of Commerce, and Ellevate Network and offers seminars regularly at Mountain Midwifery Center and Belly Bliss. Lia is originally from the San Francisco Bay Area and spent five years living in Scottsdale, Arizona prior to moving to Denver. She has travelled to 45 countries which has provided tremendous insight on investing around the world.
Emily Keating (The University of Kansas)
Emily Keating has extensive professional experience working across Banking, Industrial, Research, and Technology industries. Her specialties include business development, financial modeling, statistical analysis, risk management and project management.
Emily spent her first 7 years of her career with Goldman Sachs working in the New York, Australian, and Hong Kong offices. Her experiences span both Investment Banking and Sales & Trading businesses specializing in sales, business development and risk management. While at the bank she worked closely with market leading corporations, hedge funds, and mutual funds helping them reach their financial goals through trading and underwriting initiatives.
Recently, Emily joined forces with her financial planning father and sister to bring technology to personal finance.Her mission is to help young families and millennials more easily and quickly reach their life goals by creating a financial plan to get them there.
Maureen Kelley (Kansas State University / Wharton Executive Leadership Program)
In 2006 Maureen Kelley came to Denver from New England to join Wells Fargo Bank as Senior Vice President of Private Banking. With a history of supporting the financial needs of women, at Wells Fargo she helped launch the Colorado Women’s Team Member Network and the Denver Women’s Sharing Perspectives Team. Leadership and teaming have been the foundation of her career and she was the recipient of the 2011 Wells Fargo Wealth Management Diversity Champion award.
Following her heart, she earned advanced designations and certifications in Family Coaching, Executive Leadership from the Wharton School, Family Wealth Advising from the Family Firm Institute and most recently a Graduate Certificate in Financial Therapy from Kansas State University.
She is a graduate of the Women’s Vision Leadership Institute, chaired the board of the Colorado Women’s Leadership Foundation, is actively involved with the Colorado Women’s Chamber of Commerce and serves on the Executive Leadership Team of the American Heart Association's Go Red for Women Campaign. Maureen is pursuing her passion for serving families, and most importantly mothers and daughters, through MADRE.