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San Diego YWIN: Financial EmpowHER Hour + Workshop!

  • HoyleCohen Wealth Management (in-person) 350 Camino De La Reina, Suite #500 San Diego, CA, 92108 United States (map)

Join other Jewish women for a special evening of community building, while boosting your financial well-being!

Don't miss out on this exciting opportunity to connect with JWI’s San Diego Young Women's Impact Network and the Jewish Women’s Foundation of San Diego on Tuesday, November 15th at 6:30PM - 8:30PM PT. 

The evening is free to attend and will include wine + non-alcoholic seltzers, appetizers, networking, and a special workshop with financial expert, Janet Acheatel (Sr. Wealth Advisor and co-founder of Hoyle Cohen Women’s Practice), who will share invaluable tips on what you want to be doing now to set yourself up for a successful financial future. Come with your most burning financial planning questions!!

For questions, contact Alyssa Baron at [email protected].

About the Speaker: Janet Acheatel, Senior Wealth Advisor

Janet Acheatel, CFP, CDFA, RICP, MBA is a Senior Wealth Advisor and the co-founder of the Women's Practice of HoyleCohen. Janet is currently a part of the Jewish Women’s Foundation of San Diego Council.

She brings over thirty years of experience encompassing deep knowledge of financial planning, investment portfolio management and retirement planning to the clients she serves. Janet has a commitment to supporting her clients through all stages of life. She is especially compassionate about advising women experiencing life transitions, including widowhood, divorce or retirement. Janet provides value to her clients by delivering tailored strategies for creating secure, sustainable income for their years in retirement.

Janet is a Certified Financial Planner™ (CFP®), a Certified Divorce Financial Analyst (CDFA®) and she also holds the Retirement Income Certified Professional (RICP®) designation and a Masters of Business Administration (MBA.) She is a Trusted Charitable Advisor of the Jewish Community Foundation.

Janet fulfills her belief in the importance of giving back through her support of non-profit organizations. She is the immediate past-chairperson and serves on the Investment Committee for the Jewish Community Foundation of San Diego. She was a board director of Hillel of San Diego from 2012 to 2019, is a founding member and past President of the Professional Association for Investment Communications Resources (PAICR) and served as a board member of the San Diego Chapter of Healthcare Businesswomen’s Association.


FAQs:

What will happen at this event? 

The schedule for this program is as follows:

  • 6:30-7:00 PM: Networking, drinks, & appetizers

  • 7:00-8:15 PM: Interactive workshop with Q&A

  • 8:15-8:30 PM: Closing & networking

What if I don't know anyone?

Don't worry! Email the Director of Women's Impact, Alyssa Baron, in advance of the event and she will make sure you feel welcomed and meet other women.

What’s Jewish Women International (JWI) and the Young Women’s Impact Network (YWIN)? For 125 years, Jewish Women International (JWI) has inspired women to own their power and control their lives. We work to prevent violence and support survivors; to teach financial literacy; and to lift and mentor women leaders. JWI’s Young Women’s Impact Network (YWIN) connects and supports local Jewish women and non-binary people in their 20s and 30s with empowering programs and leadership development. Many of our programs focus on financial literacy and personal and professional development.

What’s the Jewish Women’s Foundation (JWF)? JWF is a network of women who have joined together to improve the lives of Jewish women and girls. We are dedicated to supporting the Jewish community through innovative and creative funding to benefit and enhance the lives of primarily Jewish women and girls locally, nationally and globally.

 
 

This program is presented by JWI in partnership and with generous support from the Jewish Women’s Foundation of San Diego.