Financial Planning for Women 

Women often face distinct challenges in life, so we need to think about financial planning in ways that address our unique circumstances and goals. FWCC has partnered with Everence, a faith-based financial services company, to present an opportunity for Quaker women to learn what questions we should be asking and where to find answers that fit our spiritual and practical goals. Register for this free event to learn more about how to make financial planning work for you.

Register Now! 

This event will be conducted in English and automatic screen captioning will be available. 

 

Bios

Mackenzie Snader is an Everence Financial Consultant. She partners with clients to help set financial goals, identify the best solutions, and be a trusted financial problem solver throughout life’s transitions – family, career, and personal. Mackenzie’s passion is incorporating clients’ desire to leave a positive mark on the world into their financial plan. She is a graduate of Messiah College, an Investment Advisor Representative with Concourse Group Financial Securities and a CFP^® certificant.

Cara Palladino is a fundraising and communications professional serving Friends World Committee for Consultation, Section of the Americas. Her career in New York, Massachusetts, and Philadelphia has focused on underserved populations. She has worked in higher education and for grassroots organizations for nearly three decades. She is active in the parent community of Greene Street Friends School in Philadelphia, where her son has been a student since 2013.  

For the past 35 years, Colin Saxton has served the Friends community in various roles—pastor, adjunct professor, Yearly Meeting superintendent, and General Secretary of Friends United Meeting.  In 2018, Colin joined Everence as a Stewardship Consultant and national liaison among Quakers. Colin received his M.A. from Eastern Mennonite Seminary and D.Min. in leadership and spiritual formation from George Fox Evangelical Seminary.

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.