top TOP
EVENT
ICRF
January 27, 2021 — 8:00pm - 9:00pm

Virtual Event

Her Money: An Intimate Conversation

Register

Last year we learned what was important. In 2020, our physical health was our top concern. But, perhaps now more than ever, we cannot neglect our financial health. As we enter 2021, the start of the new year provides a valuable opportunity to take stock of our financial goals and to empower ourselves with the knowledge needed to chart the best path forward for our financial wellbeing now and in the future.

Please join the Israel Cancer Research Fund Women’s Advisory Council on January 27 at 8 pm ET for an engaging and interactive event led by three experts in the field of personal finance, with a focus on women and their financial lives. The event will include guided exercises to help you check in on your financial health and the chance to engage with our expert speakers and WAC leaders.

Attendees will also have the chance to take home one of three copies of Jean Chatzky’s latest book Women with Money during a special drawing at the end of the night!

Don’t miss out on this important event: Register today to reserve your spot – and invite your mothers, sisters, daughters, friends and coworkers to join you in taking charge of their financial health this year!

Registration Details:

Tickets: $36
Fully tax-deductible – All proceeds go directly to supporting groundbreaking cancer research.

Questions for our financial experts are welcomed in advance during registration.
Your Zoom access link will be delivered via your registration confirmation email.

MEET THE EXPERTS:

Jean Chatzky

Jean Chatzky is the CEO of HerMoney.com and host of the podcast HerMoney With Jean Chatzky. The financial editor of NBC Today for 25 years and the Financial Ambassador for AARP, she appears frequently on CNN, MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal best-selling author. Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month. More at JeanChatzky.com and @JeanChatzky

Lee Miller, JD, CTFA®

Lee P. Miller, JD, CTFA®, is Regional Director of Glenmede’s New York Metro region. In this role, she leads the Relationship Management team and oversees the day-to-day operations of this region. Ms. Miller also serves as a senior Relationship Manager and works with multi-generation families on wealth planning, family wealth education, and complex trusts.

An industry leader specializing in multi-generational wealth and legacy planning, trust administration, and philanthropy, Ms. Miller joined Glenmede as a founding member of the New York office.

Prior to joining Glenmede, Ms. Miller had served as a member of the Management Team of Threshold Group, a multi-family office, and previously as a Managing Director and Senior Fiduciary Officer for U.S. Trust’s Wealth Management Group.

Ms. Miller received her Bachelor of Arts degree, cum laude,  in American history from the University of Pennsylvania, and her Juris Doctor degree at Emory University School of Law. She was sworn in at the U.S. Supreme Court. Ms. Miller writes and lectures on a diverse range of trust and wealth management topics.

Ms. Miller is a member of the Board of Trustees of Emory University, a Trustee of the Preservation League of NY State, and a docent at the Metropolitan Museum of Art where she is also a member of the Professional Advisory Council. In 2015, she was selected as one of the ‘50 Most Influential Women in Private Wealth’ by Private Asset Management.

Donna Nadler, CFP™, MBA, CAP®, AIF®

Donna B. Nadler, CFP™, MBA, CAP®, AIF® is the Senior Partner of Capital Management Group of New York City.  She has been a Financial Advisor since 1985.  Her clients include high net worth individuals, small business owners, corporate executives, pension plans and nonprofit investment committees.  She holds an MBA from Rutgers University and is an Accredited Investment Fiduciary (AIF) and a Chartered Advisor in Philanthropy (CAP).  She holds a FINRA Series 6,7 & 65 designations and Life, Health and Disability insurances license. She is a member of numerous professional organizations. Over the years she has conducted numerous financial seminars, appeared on national financial programs and has been quoted in various newspapers and magazines.

Donna has been active in nonprofits throughout her career. She was part of the original Ovarian Cancer Research Alliance (OCRA) Board, served on the OCRA Executive Board for over 20 years and served as Chair of the Investment Committee and Treasurer for over 13 years. She is currently a member of the Women’s Advisory Council (WAC) of ICRF and serves as Co-Chair of the Endowment Committee of her synagogue. 

Securities offered through Equitable Advisors,LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.  Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC in UT as Equitable Network Insurance Agency of UT, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.  Capital Management Group of New York is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.CA Insurance Lic. #0B52338


Contact Us:

For any questions about the event or to learn more about the ICRF Women’s Advisory Council, please contact Caitlin Shmidheiser.

Help End the Suffering Caused By Cancer

The answer to cancer is research. Support groundbreaking cancer research in Israel today: