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Financial Power Hour: Planning for the “Sandwich Generation”: How to Financially Take Care of Your Children AND Your Aging Parents

23 Aug 2023
10:00am - 11:00am PDT
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Financial Power Hour: Planning for the “Sandwich Generation”: How to Financially Take Care of Your Children AND Your Aging Parents Login or Join to view tickets
Event Details

 

 

Join Women of the Vine & Spirits for a Financial Power Hour:

Planning for the “Sandwich Generation”:
How to Financially Take Care of Your Children AND Your Aging Parents

With The Maize Group at Morgan Stanley

 

Wednesday, August 23
10:00 AM  / 1:00 PM EST

 

Jan Maize
Financial Advisor
The Maize Group at Morgan Stanley

Maddie Merrill
Financial Advisor
The Maize Group at Morgan Stanley

Join Jan Maize and Maddie Merrill, Financial Advisors with Corporate Member, The Maize Group at Morgan Stanley, for a Financial Power Hour. With over 30 years of experience, Jan and Maddie will share resources and tools to support women’s financial literacy, as well as best practices to being smart with your money, regardless of where you are on your financial journey. Each session with conclude with an Ask Us Anything (“AUA”) segment where WOTVS members are encouraged to share their questions and stories.

 

Who Should Attend:

All members welcome.

 


Once you register you will receive an email with the link to access the session.  If you need further assistance please Contact Nicole Anderson, Senior Manager, Corporate Member Relations, Women of the Vine & Spirits.

Jan's career as a financial advisor began in 1998 with Smith Barney (now Morgan Stanley). Her focus has been on working with women and business owners. Jan was recognized as one of the Forbes 2022 and 2023 Top Women Wealth Advisors and Top Women Wealth Advisors Best in State. She has also been recognized by Morgan Stanley as one of less than 400 advisors that specialize in corporate retirement plans (less than 1% at Morgan Stanley). She is ADPA Certified by the College of Financial Planning (Accredited Domestic Partner Advisor). Jan is married to Jerry Maize (financial advisor) and is a proud dog mama of 3 pugs Darla, Daisy Dukes and Dolce. Her interests include WINE! Food, golf, hiking, Pilates, learning, exploring the globe for epic adventures! Jan is passionate about helping people successfully plan for a life well lived.

Maddie is a Financial Advisor and Financial Planning Specialist® who joined The Maize Group in 2020. After studying finance and economics at The University of Southern California, she started her career working as a Municipal Bond Analyst at Guggenheim Partners in Santa Monica, California. Maddie’s approach to advising is based on who her clients are as individuals. She finds joy in educating her clients and helping to find suitable solutions that fit their unique needs and wants. In Maddie’s mind, the guide to any client relationship is their financial plan. While many plans change over time, she prides herself on having timely communication with clients to ensure they always know she is looking after their assets so they can spend time living the life they love.

 

 

23 Aug 2023
10:00am - 11:00am PDT

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