"While there are signs of improvement, the gender gap in financial and investment literacy remains persistent, and the gaps exist even in the millennial generation. There is still much work to do to monitor and narrow the gap in the coming years. Because women often have longer life spans and face financial challenges brought about by lower earnings and less time in the workforce, they can no longer afford to remain uneducated, underinvested, or disengaged from their finances. As our power and influence in the world continues to expand, it’s only natural that we’d find it necessary to take more responsibility for the wealth our greater influence is creating for ourselves, our families and for future generations." - Dawn Doebler, CPA, CFP, CDFA (read more)
Date: November 3, 2019
Time: 9:30 am – 11:30 am
Money - What does Judaism teach us? - Values clarification
Personal insights about transitions
Panel Topics: Marriage/Family, Divorce, Inheritance, Death/Estate Planning
Date: Thursday, September 5, 2019
Time: 6:30 pm – 8:30 pm
Money - What does Judaism teach us? - Values clarification
How to spend money
Things you must do now
Panel Topics: How to buy a house, How to establish credit, and How to minimize your student loan
Rabbi Barry Cohen, Chaplain, Jewish Federation of Greater Portland
Rabbi Cohen is a graduate of the University of Michigan and was ordained by the Hebrew Union College - Jewish Institute of Religion. His affiliations include the Central Conference of American Rabbis, the National Association of Jewish Chaplains and the Oregon Board of Rabbis. His passions as a chaplain and rabbi are to build relationships with individuals and families and attend to their pastoral/spiritual needs: to teach, inspire, and motivate. He is the proud father of teenage twins, and he also loves story-telling, interfaith work, and social action. In addition, he strives for spiritual moments while mountain bike riding, playing tennis, or listening to jazz, blues, or rock and roll.
Julie Diamond, Oregon Jewish Community Foundation.
Julie Diamond is the President and CEO of the Oregon Jewish Community Foundation, based in Portland, Oregon. Diamond combines a passion for philanthropy and Jewish life with her business and management skills at OJCF. Diamond is especially proud of bringing the Life & Legacy program of the Grinspoon Foundation (Western Mass.) to Oregon, for the development of after-lifetime gifts for the future strength of Jewish organizations. She has been with the foundation since 2007. The mission of the Oregon Jewish Community Foundation is to build and promote a culture of giving in Oregon and Southwest Washington that supports a thriving Jewish community now and for generations to come.
Prior to her work in the nonprofit sector, Diamond had a career in advertising, sales and marketing, which included working for clients such as Microsoft, Washington State Lottery and Washington Mutual Bank. Diamond is a graduate of the University of California, Berkeley where she earned B.A. degrees in French and Comparative Literature. Besides work, she enjoys family time with husband Tom, and college-aged daughters, Melissa and Rachael and getting outside to walk, hike and cycle.
Rachel Oh, The Law Office of Rachel Oh, LLC
Rachel Oh’s estate planning practice centers around the idea that estate planning is more than just providing for the legal transfer of assets at death. Rachel focuses her practice on the gift you provide yourself and loved ones in having a clear plan in the event of an unexpected situation or your eventual passing. Using both her personal and professional experience, Rachel provides highly personalized and comprehensive plans with respect to a wide range of issues relating to wills and trusts, including guardianship for young children, family protection strategies and value-based estate planning. Rachel received her undergraduate degree from Brandeis University, with honors, and returned to her home state of Oregon to earn a law degree from Willamette University. Rachel lives in Portland with her husband and two young daughters where they actively take advantage of the beautiful Pacific Northwest.
Kim Rosenberg, Rosenbaum Financial
Kim is specially trained to support and advise clients going through major life and financial transitions, such as divorce, death, moving, inheritance, selling a business, or even receiving a windfall. Kim became a financial planner in response to her own personal financial transition. In 2007, her husband, who at that time already had been battling cancer for almost a decade, learned he only had a few years to live. Knowing she would be the sole source of financial support for her three teenagers, Kim determined to educate herself about planning and investments-changed careers and become a planner. Widowed in 2014, she thereafter committed herself to educating clients about how they can take control of their money, leaning on her own deep stores of empathy and experiences as a prior business owner and someone who has cared for an ill loved one and the family in its time of grief. Her areas of expertise are many. They include taking a holistic approach to wealth management by addressing the sophisticated financial needs of business owners, bringing guidance in the areas of diversification of wealth, tax minimization, estate planning, and other long-term wealth management strategies.
Marshal Spector, Gevurtz Menashe
Marshal is a family law attorney with Gevurtz Menashe and brings 29 years of experience in guiding clients through divorce and custody cases. He blends expertise, energetic advocacy, sensibility, creativity and vision into his practice. He maintains an AV® Preeminent™ rating from Martindale-Hubbell — the highest possible rating in both legal ability and ethical standards and has been repeatedly selected for inclusion in Oregon Super Lawyers. Marshal moved to Portland from the east coast 29 years ago and has served on many committees and boards in the charitable community. He currently serves on the board of the Jewish Federation of Greater Portland and is active in community and synagogue life. Marshal has also served on the board of Donate Life Northwest and shares his experience as a kidney donor. Marshal is married and has 3 young-adult children, 2 young-adult step daughters and a granddaughter.
How To Establish Credit
Sarah Chenven is the Chief Operating and Strategy Officer for Credit Builders Alliance: a national nonprofit network dedicated to helping other nonprofits move their clients from poverty to prosperity through credit building. As such she focuses on organizational and programmatic development -- helping CBA meet its mission by strengthening internal systems and identifying innovations in the field in order to best support CBA's hundreds of members in order to help their clients gain access to responsible credit- and asset-building financial products and services. Prior to joining CBA Sarah was the Founding Executive Director of Innovative Changes, one of the few CDFI nonprofit loan funds in the country dedicated specifically to consumer lending, financial education, and credit building as a responsible alternative to payday lenders. Prior to Innovative Changes, Sarah was with Mercy Corps where she advised low-income entrepreneurs in the Portland Metropolitan area on the development of their small businesses; she also directed the organization’s Hurricane Katrina recovery program in New Orleans. Sarah has over a decade of experience in nonprofit and public sector organizations whose missions are to help disadvantaged groups create systemic change. She has managed numerous programs with sizeable budgets and staff and has worked in diverse and challenging contexts, including post-war Bosnia. Sarah has a Master's Degree in Public Administration, a J.D. from the University of Texas, and is a member of the Oregon State Bar.
How To Minimize Your Student Loan
Kathy Calcagno is a Managing Director and Wealth Advisor at First Republic Investment Management. She has over 30 years of experience and has worked on some of the most complex issues for clients in all areas of Banking, Credit, Trust and Estate Planning, Professional Asset Management, Retirement, and Life Insurance. She takes a full balance sheet approach with every client to help them develop their financial legacy and achieve their wealth management goals. An active member of the community, Ms. Calcagno is currently serving on the Board of Directors for The Children’s Trust Fund of Oregon, Children First For Oregon and The Valley Catholic Foundation. In the past, she has served on the Boards of The Leukemia and Lymphoma Society of Oregon, Trillium Family Services, The Brian Grant Foundation, Camp Ukandu, The Grotto and Friends of the Children-Fast Friends. Ms. Calcagno has also served as a guest lecturer at Portland State University for various Marketing and Sales classes.