Money Matters: Women’s Edition
May 2 @ 8:00 am - 10:00 am
Money Matters – Women’s Edition
It’s money myth busting time. This session will take a look at the perception, myths and realities of economic success for female entrepreneurs. From access to capital to pricing of goods and services, we’ll look at strategies and approaches for navigating through the challenges and seizing the opportunities.
In this workshop Janet Baccarani, Private Wealth Manager and Jennifer Black, Private Wealth and Portfolio Manager will provide valuable insights and strategies into selling and financial planning for your business:
-20 points per day worksheet – how I started out
-referrals & testimonials
-awards provide credibility
-write a book – demonstrates knowledge
-designations – shows expertise
-hope for the best, plan for the worst
-have a financial cushion, for how long?
-understand your fixed expenses
-estimate additional expenses that need to be funded
-understand time commitment required
About the Speakers:
Jennifer Black, CFP, CIM.
Jennifer Black is an experienced Private Wealth Manager and Portfolio Manager with DFS Private Wealth in Mississauga, Ontario. As a Certified Financial Planner and Canadian Investment Manager, Jennifer has an inherent ability to understand clients’ needs, develop portfolios and help families reach their goals quickly and efficiently.
A well-known author and spokesperson for the financial industry, Jennifer has been featured in such respected news sources as the Globe & Mail, Toronto Star, Investment Executive magazine and NewsTalk 1010 radio to name just a few. Their book “Managing Alone”, an Advisor’s guide to surviving the loss of a spouse was launched in 2013 to great reviews, and is now in its second printing.
Jennifer brings the discipline and work ethic she learned in her earlier career as a nationally-ranked tennis pro to her role as a financial advisor. Under her leadership, the DFS team has earned the Consumer’s Top Choice Award as Mississauga’s Top Financial Planner for the last six years. DFS also earned the Mississauga Board of Trade Business Award of Excellence as Small Business of the Year for 2014 and Wealth Professional Canada’s recognition in 2016 for the Engagement, Loyalty & Client Care Award as well as the Award for Multi-Service Advisor of the Year in 2017. .
Jennifer is proud to have been asked to sit on the Advisory Council of Mandeville, and is also recognized as one of the ELITE advisory teams across Canada; a status granted by an independent third party after surveying 100% of DFS’ client base.
Janet Baccarani, Private Wealth Manager at Mandeville Private Client Inc.
Janet has assisted clients in creating and preserving wealth for their families for over 20 years.
She is committed to life long learning to enable her to provide the best advice and service to her clients. Her degrees and designations include: BSc, MBA, CPA, CA, CFP, FMA
Specialties: Tax Planning, Estate Planning, Succession Planning