The Trust offers a free event series that provides resources, knowledge, and expertise on financial matters of particular concern to women.
Please contact Diana Gordon at (212) 481-2677 if you are interested in joining us for these events, filled with learning, conversation, and cocktails as we discuss and plan our futures, in a confidential and safe environment.
Recent topics in this series
- Money Talks: Engaging your next generation in financial discussions: It can be hard to talk about money, even with family. How can we best share our views and values about money with the next generation and learn what they most care about? It’s important to have these conversations—but how?
- Your Health & Retirement: Expert medical, financial, and legal professionals shared how best to stay ahead of the curve and make sure your vision for retirement become a reality, whether you’re soon-to-be retired, or are already there.
- 5@55: The 5 Essential Legal Documents You Need by Age 55 Is your financial house in order? Having the right documents in place can make all the difference. Our panelists shared the best ways to be prepared with our attendees.
- Caring for Your Aging Loved Ones: How to best protect them, put plans in place, and alleviate the worry.
- Taking Charge On Your Own. Medical, financial, and legal experts shared ways to ensure that our donors have enough in the sweet years of their lives, and won’t outlive their resources.
Topics and experts discussing them are thoughtfully chosen by our Women’s Advisory Council, whose members are listed below.
- Abby Axelrod-Wunderman, Fiduciary Trust International
- Patricia “Pat” Caldwell, Gordian Group, LLC
- Trish Chambers, City National Bank
- Gail Cohen, Esq., Fiduciary Trust Company
- Christine Crigler, The Colony Group
- Nicole Francis, Hudson Advisory Group
- Judith “Judie” Grimaldi, Esq., Grimaldi & Yeung
- Kim Isaacs Katz, Bernstein Private Wealth Management
- Jane Newton, Corient Private Wealth
- Jessica Rigby, BNY Mellon Wealth Management
- Leslie Schwartz, The LSS Group
- Lauren Waldo, Corient Private Wealth
The COVID-19 pandemic has impacted everyone’s lives, but it has affected women in unique ways. As women try to manage work, responsibilities at home, and family dynamics, alongside making important financial and philanthropic decisions, it became clear to The Trust’s Women’s Advisory Council that we needed a program that would address these important issues.
The New York Community Trust’s Women’s Advisory Council hosted a cyber security donor briefing, where four financial and cyber security experts advised how to stay safe online and reduce the risk of identity theft.
While no one likes to think about their own passing, it is important to prepare by writing a will and leaving instructions regarding your health care and finances. To clarify many of the most-important issues regarding end-of-life decision-making, The Trust’s general counsel, Jane Wilton, spoke with elder-care attorney Judith Grimaldi, author of “5@55: The Five Essential Legal Documents You need by Age 55.”