Wednesday, May 5, 2021
Jill B. Steinberg, MBA, CDFA®
Managing Director & Partner, Beacon Pointe Advisors
Life throws a lot of curve balls, and it’s wise to be prepared. Whether you’re planning for your retirement, facing a potential divorce, or are experiencing the loss of a spouse, your financial situation changes dramatically in each case. Jill Broder Steinberg WG89 is an expert in this space, working very closely with her clients to plan and understand how best to navigate these often-difficult transition seasons. Jill is particularly passionate about working with women who may or may not have fully-understood their financial situation prior to these life transitions. This event is open to everyone, including non-Wharton alumni, men and women.
About the Speaker:
Jill Steinberg has over 30 years of investment advisory and banking experience. Prior to joining Beacon Pointe Advisors as a Managing Director and Partner, she founded her own firm, Walden Capital Advisors. Jill enjoys helping her clients achieve their goals and live their best lives. She is passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill is also a member of the Forum of Executive Women in Philadelphia. She has been recognized multiple times as a Five Star Wealth Manager in an independent survey based on client satisfaction and published in Philadelphia magazine.
Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania. She also holds the Certified Divorce Financial Analyst (CDFA®) designation. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit she founded in her daughter’s honor that instills leadership skills in young female athletes). Jill also serves on the Harlem Lacrosse Philadelphia Advisory Board and Princeton Club of Philadelphia board. She also serves on the Investment Committees for Girl Scouts of Southeastern Pennsylvania and Main Line Reform Temple.
Despite being a Princeton graduate, Jill and her husband and daughter are long time fans and season ticket holders of Penn Men’s Basketball.
Details:
May 5, 2021
3 PM EST
Cost:
Wharton Club Members: Free
Non-members $10
Zoom Link will be sent the morning of 5/5/21 to all registrants.
