Multigenerational Engagement
& Financial Education

We have particular expertise in and passion for working with multigenerational families and women, including entrepreneurs, senior executives, and philanthropic leaders. As such, we can:

  • Engage with each member of your family (and their other advisors) to ensure a cohesive experience and relationship with CWM.
  • Educate you and your family, including children and grandchildren.
  • Provide membership to the CWM Women’s Financial Education Group, for the females in your family, an opportunity to discuss and share financial ideas and experiences with trusted peers.
  • Present opportunities to participate in special events with thought leaders from industry, government, and academia; Provide access to health and wellness information.

Women’s Financial Education Group

Circle Wealth Management cares deeply about the development of strong financial knowledge for our clients and prospective clients. We believe that when you feel well-informed and confident about your financial life, the trusted relationship with CWM strengthens. We developed a Financial Education Group comprised of like-minded women who come together to discuss and share financial ideas and experiences. Since its inception over 10 years ago, our group has empowered women through financial education amongst trusted peers. The combination of group discussion and curated content from CWM professionals and guest speakers is both a complimentary service for you and a conduit for enhancing our ability to understand your financial and personal goals.

Past Events

January 2024 Understanding the Future of AI
Guest Speaker: Daniel Guetta, Associate Professor of Professional Practice at Columbia Business School
November 2023 Interest Rates, Inflation, and Corporate Earnings
Speakers: Maria Chrin and Ann Kaplan
January 2023 Look Back on 2022 and Ahead to 2023
Speakers: Maria Chrin and Ann Kaplan
April 2022 How the Three Is Impact Your Portfolio: Interest Rates, Inflation, and International Tensions
Speakers: Maria Chrin and Ann Kaplan
January 2022 How to Build Housing that is Affordable, Sustainable, and Inclusive
Guest Speaker: Alicia Glen, Founder & Managing Principle of MSquared
January 2022 Investing in Funds Led by Women and Diverse Teams
Guest Speaker: Joelle Kayden, Founder & Managing Partner of Accolade Partners
November 2021 The History and Future of COVID-19 Vaccines
Guest Speaker: Dr. Peter Marks, Head of the FDA’s Center for Biologics Evaluation and Research
July 2021 Precision Medicine: The Next Generation of Biotech
Guest Speaker: Nate Cornell, Founder and CIO of Blue Water Life Science Advisors
June 2021 The Investment Landscape of Blockchain and Cryptocurrencies
Guest Speakers: Atul Rustgi and Aram Verdiyan, Partners at Accolade Partners
May 2021 How to Think About the Markets as the Economy Comes Out of its COVID-Induced Coma
Speakers: Maria Chrin and Ann Kaplan
March 2021 CWM’s Innovation Series – Session I: What is Fin-Tech and Why Should we care?
Guest Speaker: Christian Lawless, Founding Partner of Conversion Capital, LLC
December 2020 How Recent Market Dynamics Influence Investment Behavior
Speakers: Maria Chrin and Ann Kaplan
October 2020 2020 Year-End Planning Webinar
Guest Speaker: Robert S. Keebler, CPA/PFS, MST, AEP, CGMA
July 2020 What Can We Control When So Much is Out of Control?
Speakers: Maria Chrin and Ann Kaplan
April 2020 Coronavirus: Our Health, the Economy, and Financial Markets
Speakers: Maria Chrin and Ann Kaplan
February 2020 2020 & Beyond: Mega Trends Affecting Global Markets
Speakers: Maria Chrin and Ann Kaplan, with Joelle Kayden – Managing Member, Accolade Partners
November 2019 Where are the Financial Markets Heading?
Speakers: Maria Chrin and Ann Kaplan
October 2019 Betrayed, a Book Discussion with the Authors
Guest Speakers: Elaine Eisenman and Susan Stautberg
September 2019 Your Security
Guest Speaker: Phil Venables, Senior Advisor, Risk & Cybersecurity, Goldman Sachs Bank Board of Directors
June 2019 To Market, To Market, a Review of the First Half of 2019
Speakers: Maria Chrin and Ann Kaplan
February 2019 Making Financial Fitness Your New Year’s Resolution
Speakers: Maria Chrin and Ann Kaplan
November 2018 Year-End Financial Planning and a Review of the Markets
Speakers: Maria Chrin and Ann Kaplan
August 2018 Understanding Blockchain
Guest Speaker: Cristina Dolan, CEO and Founder, insideCHAINS

 

Wealth Advisory & Financial Planning

Liquidity & Investment
Management

Aggregated Performance & Asset Reporting

Wealth Advisory & Financial Planning

Liquidity & Investment Management

Aggregated Performance & Asset Reporting

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