Margaritas with Marguerita Cheng, CFP® Pro

A Note from Marguerita Cheng, CFP® Pro — Please join us for today's episode of my show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST women learn from industry experts how to flex their financial muscles and take control of their lives. On today's show, we talk about a topic near and dear to my heart — eldercare.

Meet our guest: Eldercare expert Claudine Halpern, CEO of Zage and co-founder MyElder

Today’s topic: What myths and misconceptions persist about eldercare? read more...

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A Note from Marguerita Cheng, CFP® Pro — We invite you to watch today's episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain financial security.

Today's guest: Shaun Toomey, Senior Vice President, Capital City Nurses

Our topic: The importance of planning ahead to protect the elderly. Learn more here about how to protect the elderly from financial fraud.

Join us live at 5: Facebook.com/hopekatzgibbs

About Shaun: In his role of Regional Vice President, Shaun is responsible for leading the execution of market growth strategies for leading private in-home care company Capital City Nurses who serve the residents of Maryland, Virginia, and Washington DC, and Coastal Home Care which is located on Maryland’s eastern shore and Delaware. Shaun has a proven record of accomplishment in leadership stemming from his roles as President of Synergy Mortgage and as Vice President at Monument Healthcare, and executive search firm, placing C-Suite executives in many of the country’s leading hospitals. Since joining Capital City Nurses, he has been instrumental in driving the company’s census and revenue growth while continuing to exemplify the culture and values Capital City Nurses has been built upon since opening its doors over 45 years ago. read more...

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A Note from Marguerita Cheng, CFP® Pro— Hello friends! I invite you to listen to our interview with Rachel Sanborn Lawrence, CFP®, lead financial planner at Ellevest, a company built by women on a mission to get more money into our hands.

Our topic: The products and services that Ellevest has developed to help women everywhere gain control of their finances and lives.

About Rachel: "I love helping women and allies tackle their money goals, and I am thrilled to share easy-to-understand, realistic, and life-changing financial help (plus a few terrible puns) via coaching and workshops," says Rachel, a CFP® professional with a bachelor’s degree in finance from Bentley College, a master’s degree in financial planning, and nearly 20 years of experience in personal finance. read more...

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A Note from Marguerita Cheng, CFP® Pro — We invite you to watch the July 9 episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain control of their money and their lives

Our guest: Kimberly Wasney, Director of Sales and Business Development at Packed with Purpose

Today’s topic: Learn about Packed with Purpose — a purpose-driven business that makes it easy for individuals and companies to create change through the simple act of gift-giving, PackedwithPurpose.gifts. read more...

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A Note from Marguerita Cheng, CFP® Pro — Check out today's episode of my radio show, Margaritas with Marguerita, where women learn how to improve their knowledge of financial matters to gain security.

Our guest: Dan Carreno, Executive VP of Business Development for Change Finance PBC

The theme for the show: Discover the power of "Change Finance"

About Dan: With 17 years of experience in the asset management industry, Dan specializes in sustainable investing. At Change Finance, he manages the firm’s business development efforts and hosts The ESG Update podcast. Previously, he served as a Regional Marketing Manager for Fred Alger & Co., where he consulted with hundreds of firms to help them meet investors' financial goals. This experience allows Dan to efficiently provide investors with the knowledge and tools they need to make prudent investment decisions to minimize risk and maximize public benefit. read more...

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A Note from Marguerita Cheng, CFP® Pro — Don't miss our June 25th episode of Margaritas with Marguerita, where women learn how to improve their knowledge of financial matters to gain financial security.

Tonight’s guest: Jennifer Rutley, Principal of the Hidden Insights Group

We'll talk with Jennifer about:

Her research focused on increasing the number of successful female financial advisors and why she decided to take it on. Some of the common challenges female advisors face throughout their careers How financial institutions and advisory firms can enable female advisor success Ideas that have emerged from her research and experience on how firms accelerate progress in this space What she is doing next to help make an impact Tune in at 5pm EST for our interview on Facebook Live! read more...

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A Note from Marguerita Cheng, CFP® Pro — Hello friends! Don't miss my conversation from June 18 with wealth psychology expert, author, and coach Kathleen Burns Kingsbury.

Our topic: Wealth and women, and how to negotiate at work and in life.

Click here to watch our interview on MargueritaCheng.tv

About Kathleen Burns Kingsbury — Wealth psychology expert and host of the Breaking Money Silence® podcast, Kathleen is an internationally published author and speaker.

Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life is her fifth book. Named one of nine amazing conference speakers in 2017 by InvestmentNews, Kathleen is a sought-after keynote speaker, consultant, and coach on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters. read more...

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A Note from Marguerita Cheng, CFP® Pro— Hello friends! We had a wonderful conversation on June 11th with Lynn Evans, CFP®, founder of Women of Substance.

Our topic: The issues that Baby Boomer women face when they confront widowhood, grey divorce, and retirement.

Listen to our podcast now to learn:

What inspired Lynn to write her bestselling book, “Power of the Purse"? What encouraged her to start her organization, Women of Substance? The biggest mistakes women make with their money, and the mistakes their husbands make, too. Actionable advice Lynn has for our listeners. What's next for Lynn! About Lynn Evans: Lynn founded Women of Substance, LLC after the successful sale of her primary business to her senior financial advisor because she saw a gap in the knowledge base of women her own age. read more...

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A Note from Marguerita Cheng, CFP® Pro — Hello friends! What fun it was to talk on Friday, June 4 with my fellow CFP Board colleague, Dan Limbago.

Our topic: The importance of leadership, the power of networking, and the future of the CFP profession through letsmakeaplan.org.

We talk with Dan about:

His background and what led him to his current position The CFP Board Center for Financial Planning and new programs at the Center that he is involved with What he is learning about as you build relationships with RIA leaders across the country, why RIAs are important to the Center And more! About Dan: Dan led the creation of the Registered Investment Advisors (RIA) Leadership Network, a program for advisors who value financial planning, independent research, and networking with other highly successful leaders. He comes to CFP Board with 20 years of related experience in non-profit programming, corporate social responsibility, and foundation grant writing. read more...

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