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SheVest Investment Club inspires womxn* to excel in personal money management. This quarterly meeting we will cover the art of skilled investing. The program will be guided by professionals practicing in the investment and wealth management industry. In this spirited, collaborative environment you will gain confidence to take the lead in your personal finance and develop friendships within our network of support.

Women’s Financial Wellness Initiative is proud to present this lively and illuminating womxn-only workshop designed to demystify the world of personal finance… and there's wine.

*The term "womxn" signals an inclusive environment for all women-identifying individuals.

 

Program

2019-2020 Quarterly Meetings

Thursdays (5:30 - 7:30 p.m.)
April 25
August 1 
Nov 7
Jan 16

The Workshop Format

30-minute Social
60-minute Topic Discussion
  • Review our portfolio
  • What principles can we apply to strengthen our investment strategy?
  • Q&A

Review the 2019-2020 Syllabus here.

The Book

Invested Book Cover

Invested: How Warren Buffett and Charlie Munger Taught Me to Master My Mind, My Emotions, and My Money (with a Little Help from My Dad)

- by Danielle Town

"Growing up, the words finance, savings, and portfolio made Danielle Town’s eyes glaze over, and the thought of stocks and financial statements shut down her brain. The daughter of a successful investor and bestselling financial author of Rule #1, Phil Town, she spent most of her adult life avoiding investing—until she realized that her time-consuming career as lawyer was making her feel anything but in control of her life or her money. Determined to regain her freedom, vote for her values with her money, and deal with her fear of the unpredictable stock market, she turned to her father, Phil, to help her take charge of her life and her future through Warren Buffett-style value investing. Over the course of a year, Danielle went from avoiding everything to do with the financial industrial complex to knowing exactly how and when to invest in wonderful companies."

"In Invested, Danielle shows you how to do the same: how to take command of your own life and finances by choosing companies with missions that match your values, using the same gold standard strategies that have catapulted Warren Buffet and Charlie Munger to the top of the Forbes 400. Avoiding complex math and obsolete financial models, she turns her father’s investing knowledge into twelve easy-to understand lessons."

Fees

The Investment

Your valuable time and attention
$99 membership fee to cover the cost of your book and light appetizers at each meeting.

Planning Committee

Shiry TannenbaumShiry Tannenbaum

Before limiting her practice to Orange County family Law matters, Ms. Tannenbaum practiced complex business litigation, representing Fortune 500 companies and high net worth individuals in litigation and alternative dispute resolution. She was named to the Southern California "Rising Stars" List by Los Angeles Magazine in 2013, 2014, 2015, and 2016.

Ms. Tannenbaum currently serves on the Dean's Executive Board at the University of California, Irvine, School of Law, the advisory board of the Center for Investment and Wealth Management at UCI’s Paul Merage School of Business, and the Leadership Development Committee of the Orange County Bar Association. She is also a member of the Robert A. Banyard American Inn of Court. Shiry served as Chair for the Young Lawyers Division of the Association of Business Trial Lawyers in Orange County and as Chair of the Public Law Center's annual Volunteers for Justice Dinner Silent Auction Committee from 2013 to 2015. Shiry served as Vice President of the Orange County Jewish Bar Association from 2010 to 2012, and as an active member of the Dean's Campaign Cabinet at UCI Law and the Orange County Bar Association's Community Outreach Committee.

A Southern California native, she earned her Bachelor of Arts degree in Law & Society, with Honors, at the University of California at Santa Barbara, and her juris doctor at Santa Clara University School of Law, where she was named Pro Bono Graduate of the Year. She served as an Articles Editor on the Santa Clara Law Review and as a Writer and Oralist in Santa Clara Law's Honors Moot Court Program. She also served as a judicial extern at the United States District Court, Northern District of California, the California Court of Appeal, and the California Superior Court of Santa Barbara and Santa Clara Counties. All this gave Ms. Tannenbaum recognition as among the best in her practice by U.S. News and World Report, Best Lawyers and Super Lawyers.


Victoria CollinsVictoria Collins

Dr. Collins is an extremely successful wealth management professional located here in Orange County. She completed her undergraduate studies at San Diego State University before earning her Master’s degree from St. Mary’s University and Doctorate in Cognitive Psychology from the University of California Berkeley, she now serves on the advisory board of the Center for Investment and Wealth Management at UCI’s Paul Merage School of Business. Dr. Collins has been recognized as one of the top 100 most exclusive wealth advisors by Robb Report, and as one of the top 250 best financial advisors for Worth Magazine six years in a row. She has been active in philanthropy work as well as appearing in many of the country’s top publications and television programs for her financial knowledge. She spent twenty-one years working for the wealth management firm and bank First Foundation before retiring as Senior Managing Director in 2011.


Jordan FlorianiJordan Floriani


Lee Anne MakiLee Anne Maki

Ms. Maki now currently serves as the Associate Director of the Center for Investment and Wealth Management (CIWM) at UC Irvine's Paul Merage School of Business. She works to create and deliver innovative financial literacy education to all socio-economic populations in the community. Under her tenure, the Center’s advisory board has grown to include over 40 of the most prominent financial industry firms in Southern California and has established itself as a thought leader delivering financial literacy programming to over 50,000 participants in the Center’s thirteen year history.

Lee Anne is also an advocate of mental health awareness and environmental sustainability. She is an avid runner and enjoys living in Laguna Niguel. She received her Bachelors of Administration in Psychology and Pre-med Studies from Macalester College in St. Paul, Minnesota.


About Us

Rebranded in 2019, the Women's Financial Wellness Initiative has a mission to motivate women of every socio-economic standing in Orange County to not only develop financial literacy, but to grow comfortable in the command of money management.

About the Center for Investment and Wealth Management

Our Vision: The Center serves as a resource for all to increase financial literacy, minimize financial instability for the benefit of society, and train the next generation of financial industry leaders.

Our Mission: To provide financial education for individuals across all socioeconomic backgrounds to:
  • Inspire and empower individuals at all stages of life to make smart financial decisions
  • Provide opportunities for students, financial services professionals, and the greater community, to enhance their financial knowledge and comprehension
  • Connect the business community with the next generation of financial industry leaders for professional networking and mentorship

The Center is supported entirely by generous donors and receives no funds from UCI or the State of California.

Over the last thirteen years, we have positively impacted over 50,000 individuals with our innovative and accessible financial literacy programming.
REGISTER NOW

 

Event Details

Date: 04.25.2019
Time: 05:30 p.m. - 07:30 p.m.
Event Type: Public

Cost

$99

Venue

Home of Victoria & David Collins
Address to be provided upon registration

Organizer

Center for Investment and Wealth Management, Women's Financial Wellness Initiative
lmaki@uci.edu
949.824.2675