

Let’s face these facts about women:
Have you thought about the implications on women’s financial wellness that these truths have on the decisions we...
Let’s face these facts about women:
Have you thought about the implications on women’s financial wellness that these truths have on the decisions we make?
Join us for an impactful one-hour event Led by Lisa Kostova, Founder of CareerClimb Co, and Chris Welton, Wealth Management Advisor at Northwestern Mutual.
Lisa Kostova is the founder of the CareerClimb™ framework, the CareerClimb™ suite of executive development programs for mid-career females in technology and the host of the Female Tech Exec podcast. Prior to launching the executive development CareerClimb™ suite of programs, Lisa spent a decade as a VP of Product and a Senior Product Executive in Silicon Valley for a number of consumer and enterprise companies. Lisa has an MBA from Harvard Business School and an undergraduate degree from the Wharton School of Business and has been featured as a thought leader in the Harvard Business Review, in the book “Cracking the PM Interview” and other publications.
Chris Welton is a Wealth Management Advisor at Northwestern Mutual where he leads a team who work together with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa are avid health nuts, love to cook and entertain, and are especially proud of all the vegetables they have grown in their garden during this pandemic!
Are there any books or podcasts you would recommend to learn more about personal finance? Thank you!
nope, curious to hear the conversation!
Look forward to learn more
What are some specific strategies for women in their early 40s?
% invested in Real Estate vs Stock.
Looking forward to this new concept
Looking forward to the discussion
Beyond 401k, how much % should I be investing vs saving? And in what? Where do I start?
How much do I need to have to retire?
What’s your philosophy on save vs. invest?
Love the questions others have posted.
Do you see trends among your clients in who (more men or more women) makes the "money" or "investing" decision for the family? Do women manage their money when they earn or do you still see men...
Best practices for managing stock that you've received from multiple companies in addition to 401Ks
As a W2 employee whose company doesn't offer 401(k) what should I consider for retirement savings? I'm starting to hear a lot about utilizing whole life insurance as an alternative. Is that really viable?
What are the difference to accumulate wealth between starting at new companies vs. being promoted within the same company?
Is total base better or total compensation?
What's the best way to maximize RSU to avoid taxes and keep more of the $$?
Is there a specific question you have for the speaker? Let us know!