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DTSTART:20210428T140000Z
DTEND:20210428T143000Z
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SUMMARY:Tompkins Financial Advisors Unveils Latest Lineup of “Women & Wellness” Financial Roundtable Discussions
DESCRIPTION:CENTRAL NEW YORK -  In response to data showing women's increased interest in saving more for unexpected circumstances since the pandemic\, Tompkins Financial Advisors is growing its recently launched Women & Wellness financial roundtable discussions with a lineup of new\, timely topics of concern to Central New York women. Each 30-minute session features a financial expert sharing experiences and tips around financial well-being.  \n\n The next presentation will be held on Wednesday\, April 28 at 10 a.m. EST. Led by Ithaca resident Tamer Elshourbagy\, vice president and senior portfolio manager at Tompkins Financial Advisors\, and Heather Reisner\, a senior associate on WisdomTree's product development and management team\, the discussion will focus on "Aligning Your Investment Strategy with Your Values." It will cover what ESG (environmental\, social and governance)\, or socially responsible investment\, is\, how to weigh performance against other options\, and details on how funds and exchange-traded funds are screened and monitored to ensure they qualify as ESG investments. \n\n Additional sessions will follow on: \n\n \n\n	Wednesday\, May 19\, on "Mortgages   What You Need to Know!\," led by Stephanie Klym\, a residential mortgage officer at Tompkins Trust Company\, and Susan Redsicker\, vice president and director of financial planning at Tompkins Financial Advisors.  \n	Wednesday\, June 16\, on "College Planning Essentials\," led by Kris Adrian\, vice president and national 529 specialists for J.P. Morgan Asset Management\, and Stacie Mastin\, wealth advisor at Tompkins Financial Advisors. \n\n \n\n***To register for any of the above Women & Wellness monthly financial discussions\, or future roundtables\, please visit http://webinar.tompkinsfinancialadvisors.com/women-and-wellness.
X-ALT-DESC;FMTTYPE=text/html:<strong><span style="color:black\;"><span style="font-family:times new roman\,serif\;">CENTRAL NEW YORK -</span></span></strong><span style="color:black\;"><span style="font-family:times new roman\,serif\;">&nbsp\;&nbsp\;In response to&nbsp\;</span></span><span style="color:black\;"><a href="https://ir.meredith.com/news-releases/press-release-details/2021/New-Meredith-Corporation-Study-Reveals-Divergent-Reactions-Among-Women-to-Life-Amid-COVID-19-And-Predicts-Lasting-Impact-of-Pandemic-on-Consumer-Behavior/default.aspx"><span style="font-family:times new roman\,serif\;">data showing women&rsquo\;s increased interest in saving more</span></a></span><span style="color:black\;"><span style="font-family:times new roman\,serif\;">&nbsp\;for unexpected circumstances since the pandemic\,&nbsp\;</span></span><span style="color:black\;"><a href="http://www.tompkinsfinancialadvisors.com/"><span style="font-family:times new roman\,serif\;">Tompkins Financial Advisors</span></a></span><span style="color:black\;"><span style="font-family:times new roman\,serif\;">&nbsp\;is growing its recently launched Women &amp\; Wellness financial roundtable discussions with a lineup of new\, timely topics of concern to Central New York women. Each 30-minute session features a financial expert sharing experiences and tips around financial well-being.&nbsp\;&nbsp\;</span></span><br />\n<span style="color:black\;"><span style="font-family:times new roman\,serif\;">&nbsp\;The next presentation will be held on Wednesday\, April 28 at 10 a.m. EST. Led by Ithaca resident Tamer Elshourbagy\, vice president and senior portfolio manager at Tompkins Financial Advisors\, and Heather Reisner\, a senior associate on WisdomTree&rsquo\;s product development and management team\, the discussion will focus on &ldquo\;</span></span><span style="color:black\;"><a href="http://webinar.tompkinsfinancialadvisors.com/aligning-your-investment-strategy-with-your-values"><strong><span style="font-family:times new roman\,serif\;">Aligning Your Investment Strategy with Your Values</span></strong></a></span><span style="color:black\;"><span style="font-family:times new roman\,serif\;">.&rdquo\; It will cover what ESG (environmental\, social and governance)\, or socially responsible investment\, is\, how to weigh performance against other options\, and details on how funds and exchange-traded funds are screened and monitored to ensure they qualify as ESG investments.&nbsp\;</span></span><br />\n<span style="color:black\;"><span style="font-family:times new roman\,serif\;">&nbsp\;Additional sessions will follow on:&nbsp\;</span></span><br />\n&nbsp\;\n<ul>\n	<li style="color:black\;background-image:initial\;background-position:initial\;background-size:initial\;background-repeat:initial\;background-attachment:initial\;background-origin:initial\;background-clip:initial\;"><span style="font-family:times new roman\,serif\;"><span style="font-size:12.0pt\;">Wednesday\, May 19\, on &ldquo\;</span></span><span style="font-size:12.0pt\;"><a href="http://webinar.tompkinsfinancialadvisors.com/mortgages-what-you-need-to-know"><strong><span style="font-family:times new roman\,serif\;">Mortgages &ndash\; What You Need to Know!</span></strong></a></span><span style="font-family:times new roman\,serif\;"><span style="font-size:12.0pt\;">\,&rdquo\; led by Stephanie Klym\, a residential mortgage officer at Tompkins Trust Company\, and Susan Redsicker\, vice president and director of financial planning at Tompkins Financial Advisors.&nbsp\;&nbsp\;</span></span></li>\n	<li style="color:black\;background-image:initial\;background-position:initial\;background-size:initial\;background-repeat:initial\;background-attachment:initial\;background-origin:initial\;background-clip:initial\;"><span style="font-family:times new roman\,serif\;"><span style="font-size:12.0pt\;">Wednesday\, June 16\, on &ldquo\;</span></span><span style="font-size:12.0pt\;"><a href="http://webinar.tompkinsfinancialadvisors.com/college-planning-essentials"><strong><span style="font-family:times new roman\,serif\;">College Planning Essentials</span></strong></a></span><span style="font-family:times new roman\,serif\;"><span style="font-size:12.0pt\;">\,&rdquo\; led by Kris Adrian\, vice president and national 529 specialists for J.P. Morgan Asset Management\, and Stacie Mastin\, wealth advisor at Tompkins Financial Advisors.&nbsp\;</span></span></li>\n</ul>\n&nbsp\;<br />\n<span style="color:black\;"><span style="font-family:times new roman\,serif\;">***<em><strong>To register </strong></em>for any of the above Women &amp\; Wellness monthly financial discussions\, or future roundtables\, please visit&nbsp\;</span></span><span style="color:black\;"><a href="http://webinar.tompkinsfinancialadvisors.com/women-and-wellness"><span style="font-family:times new roman\,serif\;">http://webinar.tompkinsfinancialadvisors.com/women-and-wellness</span></a></span><span style="color:black\;"><span style="font-family:times new roman\,serif\;">.&nbsp\;&nbsp\;</span></span><br />\n<span style="color:black\;"><span style="font-family:times new roman\,serif\;">&nbsp\;</span></span>
LOCATION:Webinar
UID:e.2928.2287
SEQUENCE:3
DTSTAMP:20260404T074509Z
URL:https://www.cortlandareachamber.com/events/details/tompkins-financial-advisors-unveils-latest-lineup-of-women-wellness-financial-roundtable-discussions-2287
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