Webinars

Financial Health and Wellness Webinar: Planning for Later Years

On Monday, February 27, Barnard's Francine A. LeFrak Foundation Center for Well-Being and the Athena Society presented a conversation with Michelle Friedman ’74, MD, who drew her expertise in helping individuals and families prepare for their later years. She shared ways that you and loved ones can plan for anticipated changes, take control, and honor deeply held values.

A recording of the webinar may be found here:

 

Financial Health and Wellness Webinar, Part 5

On Tuesday, November 15, 2022, Barnard’s Francine A. LeFrak Foundation Center for Well-Being and the Athena Society presented a conversation with Professor Amy Morris Hess ’68, who discussed common estate-planning issues that families confront.

A recording of the webinar may be found here:

 

Financial Health and Wellness Webinar, Part 4

On June 10, 2022, during Reunion Weekend, Barnard’s Francine A. LeFrak Foundation Center for Well-Being and the Athena Society hosted a program and lunch with Lynn Najman ’72. Lynn, a certified financial planner, spoke about portfolio allocation during various life stages. A recording of the program may be found here:

A recording of the webinar may be found here:

 

Financial Health and Wellness Webinar, Part 3

On Tuesday, February 8, 2022, Barnard’s Francine A. LeFrak Foundation Center for Well-Being and the Athena Society presented a conversation between financial advisors Jo Ann Engelhardt ’75 and Lois Tilton ’81 about easy steps that you can take now to secure your future. Topics included a variety of considerations and methods for financial, estate, and charitable planning.

A recording of the webinar may be found here:

 

Financial Health and Wellness Webinar, Part 2

In the second segment of our Financial Health & Wellness program on June 16, 2021, Lynn Najman ’72 and Michelle Huhnke '89 spoke about the effects of potential tax law changes, strategies for smart philanthropy, and the use of different kinds of trusts.

A recording of the webinar may be found here:

 

Financial Health and Wellness Webinar

The Athena Society is pleased to present a conversation with Lynn Najman '72 and Michelle Huhnke ’89 about strategic ways to build a stronger financial foundation for yourself, your family, and your community, held on December 8, 2020. The webinar featured discussions on retirement planning, estate planning, and charitable giving.

A recording of the webinar may be found here:


Please find Lynn and Michelle's contact information below:

Lynn Najman, CFP®
Eagle Ridge Investment Management
L.Najman@Eagleridgeinvestment.com

Michelle M. Huhnke, Esq.
Sugar, Felsenthal, Grais & Helsinger, LLP
mhuhnke@sfgh.com

If you have any questions about making a gift to Barnard, please contact the Planned Giving team at plannedgiving@barnard.edu.

Information about calendar year 2020 tax laws may not apply to calendar year 2021 and beyond

Disclaimer: These programs are meant to provide general information. Please consult with your advisors about your own situation.