Thursday, September 20, 2018, 11:30 AM – 1:30 PM
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.)
Our panelists:
Monica Gobba, Financial Planning, Financial Advisor at Morgan Stanley
Angela Barbash, An Expert on Impact Investing, Revalue LLC
Martha Williams, President, Founder & CCO at Williams Wealth Services
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.
Agenda:
11:30 a.m. – 12:00 p.m. Check in, casual mingling, lunch
12:00 p.m. – 1:20 p.m. Facilitated Workshop
1:20 p.m. – 1:30 p.m. Wrap-up and close
Cost: (includes delicious lunch!)
$25.00 if you register by Sept 13th
$30.00 if you register after Sept 13th
Location Address:
Mediterrano Restaurant
2900 S. State St.
Concord Center Shops
Ann Arbor, MI. 48104
Thank you to our September event sponsor, Bank of Ann Arbor!
Meet our panelists:
Monica Gobba, Financial Planning, Financial Advisor at Morgan Stanley
Angela Barbash, An Expert on Impact Investing, Revalue LLC
Martha Williams, President, Founder & CCO at Williams Wealth Services
Monica Gobba
An investment professional since 1991, Monica runs a women’s focused wealth management practice, assisting today’s busy female professional, retiree, and widow design a lifestyle plan to help address their priorities in the areas: creating their ideal retirement plan, settling a spouse’s estate, and financial support for aging parents and college bound children at the same time. Her mission is to create a comfortable environment that promotes learning and awareness, helping women take control of their financial well-being.
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 has seen firsthand how money affects 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.
