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ATHENA WIN Professional Growth & Development Series - Building Financial Confidence for Women: A Path to Empowerment

August 21, 2024 8:00 AM - 9:30 AM (EDT)

Description

As women, we wear many hats—leaders, caregivers, decision-makers—and with these roles come unique financial challenges. Despite our diverse responsibilities, we remain dedicated to securing our financial futures. According to recent reports, nearly 81% of women plan to take action with their money over the next six months, yet only 41% of us feel confident in our financial knowledge. It's clear that we need to boost our confidence and enhance our financial education together.

Join Katie Hamilton, CPA, Principal, and Jen Danko, CPA, Principal, from Maner Costerisan, as they lead a supportive and informative session designed to:

  • Boost Financial Confidence: Empower yourself with the knowledge and tools needed to make informed financial decisions.
  • Enhance Financial Education: Learn about budgeting, cash flow, debt management, and retirement planning.
  • Align Financial Goals with Personal Values: Understand how your financial aspirations can align with your life goals and values.
  • Prepare for the Future: Gain insights into tax strategies, investment planning, and estate planning to secure your financial future and leave a meaningful legacy.

Remember, the sooner you start planning, the better you'll sleep at night. Financial security isn't built in a day, but with small, thoughtful steps, you can make a lasting impact on your future.

 

Connect with fellow ATHENA WIN members, gain valuable insights, and start your journey to financial empowerment. Register today!



About the Presenters:

Jen Danko, CPA, Principal

Jen joined Maner Costerisan in January 2023 as a principal in the Tax department. With more than 12 years of specialized skills and experience, Jen provides estate, trust, and tax consulting services to high net worth individuals and business owners. 

Jen works closely with the firm's wealth management division, Maner Wealth, to provide high net worth individuals of all ages with a holistic approach to financial and tax planning. She’s driven to help her clients achieve their personal and wealth transfer goals while minimizing tax consequences by creating synergies between their tax and investment advisors. An active member of the Greater Lansing Estate Planning Council (GLEPC), Jen served as the president of the board from 2022-2023.

A graduate of Central Michigan University with a Bachelor of Science in Business Administration, Jen lives in East Lansing, Michigan, with her husband, Matt, and their two children, Ryan and Brooke. Outside of the office, she enjoys vacationing at Disney, spending time with her kids and running.


Katie Hamilton, CPA, Principal, Head of Tax Department

Katie joined Maner Costerisan as a principal in 2018 and was elected to the firm’s Board of Directors in 2024. She also leads the firm’s Tax department, where she’s responsible for directing and managing Maner’s tax staff, the firm’s tax growth strategy and client service. Additionally, Katie consults on income, estate and gift tax planning for clients and is an active member of the firm’s High Net Worth and Small and Midsize Business industry teams. Katie joined Maner after spending most of her career in a top-20 national tax and consulting firm. During her time there, she gathered valuable experience helping clients sell businesses, transition wealth, avoid unnecessary taxes and plan and prepare for retirement with a tax-focused approach.

Driven to make an impact both in the community and with her clients, Katie is a strong advocate for taking a holistic approach to a client’s financial planning. She played an influential role in championing the launch of Maner Wealth, the firm’s wealth management service, in 2020. She continues to look for ways the firm can assist clients with their greatest needs, starting with their personal financial management. She was also named to the list of “10 Over the Next Ten” by the Lansing Chamber in 2019.

A self-described thrill-seeker and fan of Michigan’s great outdoors, Katie loves camping. She and her family can be found downhill skiing in the winter and spending time near the water in the summer.

Katie lives in Dewitt, Michigan, with her husband of 18 years, John, and two kids, Graham and Harper.

Contact Information

Lansing Regional Chamber of Commerce (LRCC)
Name: Sarah Bakken
Email: sbakken@lansingchamber.org
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