Oakland, San Francisco Community Events

Women Wealth and Wisdom - The Power of Her Money

with Hallie Hart and Cara Peck

Date: Tuesday, November 16, 2010 @ 5:00 pm (Oakland)

Location (Tuesday):  Merrill Lynch, 1111 Broadway, 22nd Floor, Oakland

 and

Date:  Thursday, November 18, 2010 @7:30am (SF)

Location (Thursday):  600 Montgomery, 7th Floor, San Francisco

Cost per event:  $39 members; $49 non-members

Women in the United States continue to gain economic strength and independence and today they are an influential financial force.  When it comes to money, women have different persepctives and face unique challenges.  Get a look into the 21st century woman and find out why it is critical to understand these perspectives and challenges in order to help build the right financial strategy.

Sponsored by:  Hallie Hart, PBWC Board Member, Senior Financial Advisor, Merrill Lynch

To register for one of these events, scroll down to the appropriate event.

Hallie Hart, CFP®, CFM, CRPC® is a Senior Financial Advisor at Merrill Lynch. Hallie has been advising clients since 1998 and working with a select group of families in the Global Wealth Management Group since 2000.

Hallie serves as the CEO of the East Bay Women’s Exchange; a legacy Merrill Lynch network fostering leadership, mentoring and cross organizational networking. She is also a current Board Member of the Professional BusinessWomen of California as well as serves as a Board Director for the Lazarex Cancer Foundation.  

Cara Peck is Executive Vice President, head of retail distribution for Wells Fargo Funds Management, LLC, and President of Wells Fargo Funds Distributor, LLC.

Cara chairs the Wholesale Banking Diversity Council and serves as one of the 32 members on the Wells Fargo & Company Enterprise Diversity Council. Cara facilitates training and presents on a variety of topics, from diversity to generations in the workplace to presentation skills to her favorite topic, women and investing.

Cara has worked in the financial services arena for 24 years. She has been with Wells Fargo since 1999. Cara is a member of the Financial Women's Association of San Francisco and the Financial Planning Association of San Francisco. She earned her bachelor's degree in business management from St. Mary's College in Moraga, California, and holds several FINRA securities licenses