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Financial Literacy and the Money Conversation with Carrie Schwab-Pomerantz

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J​oin us for a special Jam Session featuring Carrie Schwab-Pomerantz, Senior Vice President at Charles Schwab & Co., on why it is so important for women to engage in the "money conversation."


Thu, May 19, 2016 1:00 PM - 2:00 PM EDT


Join us for a special Jam Session featuring Carrie Schwab-Pomerantz, Senior Vice President at Charles Schwab & Co., and Helen MacKenzie, Managing Director of Co-Capital Partners and Artemis Funds, on why it is so important for women to engage in the "money conversation." Learn how to own your financial journey so you are empowered to achieve your personal and professional goals.

Don't miss out on this opportunity to have your questions on financial planning answered live by leading experts in the field.

Carrie Schwab-Pomerantz is the Board Chair and President of the Charles Schwab Foundation, Senior Vice President of Charles Schwab & Co., Inc. and Board Chair of Schwab Charitable. She is an expert in Family Finance, Education and Corporate Philanthropy, and is a leading advocate for financial literacy. 

Helen MacKenzie is a successful Silicon Valley venture capitalist, banker and entrepreneur, with a proven track record of excellent investment, risk, financial, operations and growth oriented strategist and management skills. She is the Managing Director of Co-Capital Partners and Artemis Funds.


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Community Discussion
Gloria Monfrini

Will this be US focused advice only or applicable to international members?

April 29, 2016

Toniya Singh

This is such an important talk. We are having our first Women in cardiology Session for the American college of cardiology in MO. And one of the topics our members asked was to have a speaker to talk to them about finances, retirement etc. As you know physicians are not the best planners.

May 19, 2016

Toniya Singh

What is the average fees charged by financial advisors?

May 19, 2016