Women & Wealth

Women from the St. Teresa’s Academy community are invited to an enlightening presentation and panel discussion about women and their financial health. Research has found that over 80% of women will be or are responsible for their finances, but only 20% feel prepared for it. Four female experts in the field will provide insights and answer questions to help you navigate your financial goals. Come find out ways to empower yourself and learn more about strategies to plan for your future and your legacy.

Presentation and Panel Discussion
about Estate Planning and Planned Giving

Saturday, September 28, 2019
9:00-11:00 a.m.
Windmoor Center | St. Teresa’s Academy

Expert Panelists

Devin W. Blackburn ('99)
Senior Tax Counsel & Wealth Planner

Northern Trust
(312) 557-0179
dwb6@ntrs.com
northerntrust.com

Devin is a Senior Tax Counsel and Wealth Planner at Northern Trust, where she focuses on comprehensive wealth planning for corporate executives and works closely with advisors to develop tax planning strategies for ultra-high net worth clients.

Molly Rothove ('99)
Vice President & Wealth Manager

Creative Planning
(913) 754-1378
molly.rothove@creativeplanning.com
creativeplanning.com

Molly is a Vice President and Wealth Manager to Creative Planning’s highest net worth individuals, business owners and retirees. She develops and implements investment, financial, insurance, tax, and estate planning recommendations, and serves on the firm’s Advisory Board.

Katheigh Degen
President & Co-Founder

Twin Financial
(816) 333-2334
KDegen@TwinFinancial.com
TwinFinancial.com

Katheigh is the Co-Founder and President of the Business Solutions Division at Twin Financial. Katheigh and her twin sister founded the firm over 30 years ago. She specializes in working with individuals to create the financial stability they desire into retirement.

Lisa Shaw, CPWA®, CRPC®
Vice President & Wealth Management Advisor

Merrill Lynch Wealth Management
(816) 932-9754
lisa1.shaw@ml.com
fa.ml.com/lisa1.shaw

Lisa advises clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, and planning for executives.