Location: First Unitarian Universalist Church & Center
1187 Franklin Street
corner of Franklin and Geary in the heart of San Francisco.

Program Descriptions

Child Care Options—How to Be a Mom and Make it Back to Work
with Jean Rowcliffe and Stacy Paxton

To continue to educate women and families on choices available to them. To encourage thoughtful decisions regarding childcare by providing insights and history on childcare both here and in Europe. Participants will leave this seminar with valuable tools and information and some important questions they will need to answer to help them determine what the best childcare solution is for their family.

Entrepreneur's Soul—What is an Entrepreneur and what does it take to become one?
with Jennifer Chapin

Let's demystify the term "Entrepreneur" and help fuel your dreams and aspirations in an honest, realistic approach. In this fun, interactive session, we will explore what it means to be an entrepreneur, discover what it takes to be one, and discuss entrepreneurial possibilities and pathways to success. By the end of the session participants will have a clear view of entrepreneurialism and gain a better understanding of what it takes to be a successful, thriving Entrepreneur. All participants will receive a complimentary one hour Entrepreneurial consultation with Jennifer Chapin.

Financial Planning—Reach Your Financial Goals and Get What You Want
with Troy Collins

Participants will start thinking about goals and how best to achieve them by using the financial tools available in the marketplace. Participants will learn how financial advisors work, how different investments work, and be able to determine which ones are best for them. We will discuss creating cash reserves, 529 plans to fund education, tax strategies, protecting your assets, qualified v. non-qualified investments, and overall financial planning strategies.

Life Insurance
with Troy Collins

Life insurance is a financial planning tool that is can be used to protect dependents and as an investment vehicle. On the panel, we will discuss the various types of life insurance and the circumstances under which life insurance is an appropriate investment.

Health Insurance
with Gena Stephens

The health presentation will focus on issues important to consider when deciding among various health insurance products, including the difference between a PPO and HMO; co-pays and one deductible policies; prescription coverage and the cost and demand of generic vs. named brands.

Property/Casualty Insurance
with Michael Reidenbach

Property and casualty insurance protects your personal assets, such as your home and your automobile. On the panel, we will discuss your options for protecting these personal assets and how deductibles and premiums will impact your finances.

Disability Insurance
with Rachel Robasciotti

Unfortunately, your ability to earn a living can be taken away instantly if you are struck by a sudden accident or an unexpected illness. None of us can avoid the risk of a disability. However, you can be prepared. On the panel, we will discuss how disability insurance works and the criteria to use when evaluating an income protection insurance policy.

Long Term Care (LTC)
with Amy Wolfe

Find out what long term care insurance is, how it works, and who it is for. Gain a greater understanding of your long term care options and whether or not it might be right for you. In addition to sharing some valuable material on the panel, an excellent article about long term care will be distributed to all participants.

Investing in Real Estate—Beyond the Personal Residence
with Deborah Lopez

This seminar will cover strategies for building wealth through the purchase and exchange of income-producing real estate.  Topics discussed will include:  liabilities versus assets; advantages of real estate compared to stocks and other investments—leverage, tax benefits, and exchanges; how to get started; how to value a building; commercial properties versus residential apartments. 

Investing and Retirement
with Rachel Robasciotti

This workshop will provide participants with an understanding of the essentials of investing for personal and retirement goals. Participants will learn about the various investing options, including mutual funds, stocks, and bonds. This workshop will also decode some of the investing terms, such as index funds, income stocks, growth stocks, long-term v. short-term gains, tax-deferred v. tax-free. The participants will be introduced to the various investing vehicles for retirement, including 401(k), IRAs, Roth IRAs.

Marriage: Your Rights Before, During and After
with Maraka Willits

A discussion of how California Family Law affects women considering marriage, having or adopting children or seeking a divorce. Participants will gain with a greater understanding of their legal rights concerning marriage and divorce and will feel empowered to make informed choices about the way in which they form and protect their families. Participants will leave with an increased understanding of the laws concerning marriage, the legal process relating to dissolution and how pre-nuptial agreements and marital agreements can (and cannot) be used to protect assets.

Master Your Money: Credit, Debt and Savings Strategies
with Kim Fisher

Are you mastering your money or is it mastering you? This seminar will give you strategies to deal with credit and debt and increase your savings. Participants will learn steps to move toward financial prosperity and abundance. Discover how your attitudes about money may be sabotaging you. Learn how to track your expenses, create a spending plan you can live with, set financial goals, and reduce your debt.

Mortgages and Home Ownership
with MaryKay Scully

In this workshop, participants will learn the essentials for buying a home, including understanding down payments, various types of mortgages, fixed v. variable mortgage rates, closing costs, and commissions. Participants will engage in a practical discussion about the options for home ownership and strategies for buying a home.

Negotiating Skills
with Gail Sadalla

Everyone Negotiates. Whether discussing household chores with a family member, getting the best deal on a purchase, or working out a conflict with someone at home or in the office, everyone negotiates something just about every day. This interactive workshop will introduce participants to the basic principles of interest-based negotiation and the basic negotiation process. Participants will recognize the importance of managing negative emotions in a negotiation, identify listening behaviors that facilitate negotiation and learn the difference between positions (demands) and interests (needs).

Presentation Skills - Finding Your Voice: Speaking with Power
with Carol Martin

Is a fear of public speaking holding you back? Do you want to learn to express yourself more powerfully and authentically? The fear of public speaking is nearly universal. This session will focus on helping you overcome performance anxiety and step into your power as an effective communicator. Participants in this session will learn to look at public speaking in an entirely different way. You will have the opportunity to practice a way of communicating that focuses on speaking as a relationship rather than a performance. You will practice simple steps that help you stay connected to yourself and others when speaking in front of groups.

Relationship with Money—Build Your Wealth Muscles to Become a Millionaire Diva!
with Sharon Osborn

Create a new vision based on your true goals and desires. Join us in Creating Wealth Cycles for Women. Building your lifestyle before building your wealth cycle? STOP! Break this by developing a master plan. Learn the 7 steps that will lead you to financial freedom! You have to relearn how to think about money and wealth. It's like an exercise program. If you're thinking, "I don't deserve it," "I can't do it", "It's too hard," etc. you have tiny atrophied wealth muscles. You need and "exercise" program to build them up and allow yourself to achieve Financial Fitness so YOU TOO can be a millionaire DIVA!

Social and Emotional Aspects of Money
with Brett Johnson Solomon

This workshop is designed for women who want to connect with the social and emotional aspects that influence their relationship with money. As children, we were sent to school to learn to be successful, yet what we learned about money and survival was not necessarily gained in school, but rather from what we saw our parents doing. This interactive workshop gives women the tools to " excavate their economic roots" in order to understand patterns, habits of behaviors surrounding their relationship with money. Come ready to "get your hands dirty!"

Wills and Trusts
with Alma Soongi Beck

Have you ever said to yourself, "I really need to talk with someone about a will or living trust," and then never gotten around to doing anything about it? Do you have an estate plan that you haven't updated since 2001? Do you have an estate plan that you really do not understand how it works, and why? This session will cover the basics of estate planning. The goal is for participants to leave with an understanding of the basics, the consequences for failing to act, and some ideas for next steps.

Women in Transition—Going For It!
with Pat Obuchowski

Transitions occur at all stages of our lives and in all aspects of our lives, including financial, career, health, friends and family, romance, and even fun and recreation. At this workshop you will learn the stages of transitions and will be provided with tools to define and face your fears as you go through your life transitions. You will be able to apply the tools you will learn to any current life transition you are experiencing. Learn to let go of that feeling that you are all in alone in going through your transition.

Key Note: Creating Charisma: How To Make Yourself Irresistible To Prospects, Clients, And Everyone Else You Meet
with Susan Schwartz, You Who Branding

There are some people who draw a crowd wherever they go. And others who look like wallflowers—even when there's no wall. What's the difference? That first group has got charisma . Like Oprah. Like Clinton. and Arnold? Oh, yeah, you bet!

So what is charisma exactly? Is it sex appeal? Confidence? Power? Position? It's all of those things. And it's obvious who has it. If you don't, that's okay, because you can learn to develop it—and all the benefits that come with it.

In this frank, funny talk, you'll learn:

•  The four critical keys to turning on your magnetism

•  How to create a "pull" strategy to attract clients

•  How to build your credibility

•  Why you never have to worry about competition again

•  And much, much more!

If you've ever looked at someone and wondered... "what's she got that I don't?" come to "Creating Charisma" ... and find out what it is and how to get it!

Key Note: Finding Your Personal Power
with Ginger Schultz, esteema

When will it be YOUR time?
Take a deep breath ladies. . . and get ready to really let your power loose. Whose terms are you living on? What are you waiting for? Are you done existing to make everyone else happy while you sacrifice so much in life? Does anything rock your world? Are you done saying what other people want to hear? If it was your time . . . NOW  . . . what would life look like? Get ready to give yourself PERMISSION TO ROCK. Why? "Why not?" is the better question!!!