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:

  • 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

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 of Risk & Cybersecurity and 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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