The third session of the D.C. Financial Fitness Cohort: Navigating Life’s Changes is on February 23rd! This is the third of five sessions tackling complicated financial concepts with expert speakers, informative content, and lessons you’ll take with you for the rest of your life.
In this session, a panel will walk through their different experiences, lessons they’ve learned, tell their personal financial stories, and share things they wish they had known or started doing earlier when it comes to life’s transitions and finances. These transitions will include (but are not limited to) getting married, purchasing a home, and having children. The panelists will also cover being prepared for unexpected financial burdens such as emergency medical treatments, losing a loved one, supporting parents, the financial impact of COVID-19, and more. Finally, the speakers will discuss the importance of giving philanthropically as a Jewish woman in each stage of your life.
This session is only available to those who are a part of the D.C. Financial Fitness Cohort.
This program is proudly presented by JWI and The Jewish Federation of Greater Washington.
Michelle P. Cooper is the director and co-founder of XML-W, a division of XML Financial Group focused on the financial needs of women. A 25-year veteran of the estate planning, finance, and tax fields, Cooper previously worked for Merrill Lynch and U.S. Trust, where she helped high-net-worth clients de-sign and update their estate plans and educated more than 650 financial advisors on estate planning and trust services. Before starting her financial services career in 1996, Cooper was an attorney specializing in tax and estate planning. Her book, I’ve Still Got Me - A Widow’s Journey to Love, Happiness & Financial Independence, is about her personal story of resilience after losing her husband to suicide. She hopes that sharing her journey will empower women to become more active and involved with their finances and estate plan.
Robin is the vice president for Donor Engagement and Stewardship at the Jewish Federation of Greater Washington. She serves on the Federation's executive committee. Robin co-founded the Tikkun Olam Women’s Foundation, funding more than $1,800,000 to women and girls’ issues locally and in Israel. She was a trip leader on the JWRP/Federation mission to Israel in 2016.
She is a board member of the Den Collective and has served on the boards of United Synagogue of Conservative Judaism, chairing their brand initiative; Congregation B’nai Tzedek; and PANIM: The Institute for Jewish Leadership and Values. She was the director of communications for the Council on Foundations and the National Center for Family Philanthropy. Robin was a docent at the Corcoran Gallery of Art for 10 years. She is married to Matthew and has three children, twin boys who are 27 and a daughter who is 22.