Women, Money, and Impact

Thursday, September 20th, 2018 from 11:30am - 1:30pm

Money. It’s a loaded topic, especially for women.

We all want to know how to get it, how to get more of it and what to do with it once we have it.

Whether you’re the family breadwinner, a steady earner or are taking some time to plot your next move, you need to know how to manage, grow and leverage your money to create the impact you want. (Research shows that women are more likely to deploy their wealth in a values-based way.)

Join us on Thursday, September 20, 2018, for a panel discussion on women, money, and impact. Experts in financial planning and impact investing will share their philosophies, their advice and answer your questions on money.

Date: Thursday, September 20, 2018

Time: 11:30am - 1:30pm

Place: Mediterrano Restaurant, 2900 S State St, Ann Arbor, MI 48108 (view map)

Panelists include: 

  • Monica Gobba, financial advisor
  • Kyra Sims, attorney and trust officer
  • Angela Barbash, an expert on impact investing
  • Martha Williams, a financial planner

Agenda

11:30 a.m. – 12:00 p.m. Check in, casual mingling, delicious lunch
12:30 p.m. – 1:20 p.m. Interactive Panel Discussion
1:20 p.m. – 1:30 p.m. Wrap-up and close


Cost

$25.00 per adult if you register by September 16th
$30.00 per adult if you register after September 16th
(includes delicious lunch!)

Thanks to Our Event Sponsor!

The Panelists

Monica-Gobba
KyraSims

Monica Gobba

After a 27 year career in the financial services industry consulting with families and their businesses on their financial futures, Monica Gobba is now pursuing a lifelong dream of owning her own business.  Today she is the proud owner and founder of her health and lifestyle company, Live in Balance Consulting.  Her mission is two-fold, empower women with the knowledge and tools on food, nutrition, and active living to help support their transformation into living the life they always imagined.  Secondly, because today’s children become tomorrow’s adults, she feels it is imperative that this knowledge gets passed down to the kiddos.  What better way to accomplish this than through her fun, hands-on cooking classes.

Monica is the mother of two.  Her son is in his Freshman year of college, and her daughter is in 4th Grade.  Enjoys kayaking, hiking and traveling with her husband and children.  She and her family are long time residents of the Chelsea community.  Calls Wayne State University her alma matter.

 

Kyra Sims, JD

Kyra Sims is a Trust Officer in the Trust & Investment Management Group at Bank of Ann Arbor. Kyra is responsible for the settlement of trust and estates in addition to serving as the primary point of contact for personal, corporate, trust and estate accounts. Prior to joining Bank of Ann Arbor, Kyra worked in the private sector as an Estate Planning & Probate Attorney. While in private practice, Kyra saw firsthand the potentially devastating consequences of “failing to plan.” As a result, Kyra believes in the importance of educating individuals and families on the importance of estate planning.

Kyra earned a B.A. in Political Science from the University of Michigan before obtaining her J.D. from Howard University School of Law. As an Ann Arbor native, Kyra is active in various community organizations. She serves on the Board of Directors for the AAATA (The Ride) as well as the Ann Arbor Area Community Foundation Young Professionals Advisors Board. Kyra is a member of the Washtenaw County Bar Association’s Estate Planning Section as well as the A2Y Chamber.

Angela-Barbash

Angela Barbash

Angela Barbash is Principal of Revalue, an independent registered investment advisory firm founded in 2013, located in Ypsilanti, Michigan. Revalue is a fee-only firm that serves values-driven organizations and investors by providing financial services designed for impact. Their vision is a financial system that is crafted to generate sustainable abundance. Ms. Barbash has dedicated 14 years in service to the community as a financial advisor in the Metro Detroit region. She studied Cultural Anthropology and History at Eastern Michigan University and began her professional career at the Michigan Small Business Development Center (MI-SBDC) before entering the financial services sector.

Revalue is a founding member of United Way of Washtenaw County Financial Stability Coalition and Board Chair of the National Coalition for Community Capital (NC3). Additionally, Ms. Barbash is active in various economic development and entrepreneurship initiatives, including providing mentorship and guidance to entrepreneurs, apprenticing new financial advisors, and assisting youth in her community. She is regarded as a subject matter expert on the topics of community capital, crowdfunding, local investing, impact investing, values-aligned employee benefits packages, and community-based investor education. angela@revalueinvesting.com

Martha-Williams

Martha Williams

Martha has seen firsthand how money effects a person’s decisions and “colors” their lives in many ways. After a degree from the University of Michigan, Martha began a career helping people with all aspects of their financial lives. She started out on the retail banking area, then worked as a Mortgage Broker for 20 years before taking all of her skills to help grow wealth for her clients as a Financial Advisor & Planner. Martha owns her own Registered Investment Advisory firm, Williams Wealth Services in Ann Arbor. Martha is a Certified Financial Planner (CFP®)

Martha is a (almost) lifelong Ann Arbor resident and in 2012 married another Ann Arbor native, Tim. They enjoy traveling, boating and family. Martha is also an aspiring artist working in watercolor, oil and pastel. Together Tim & Martha have three adult children.