Upcoming Speaking Engagements
Cole Financial Consulting, LLC - Financial Forum
Your Investment Portfolio: Taking a Strategic and Systematic Approach
Monday, February 20, 2012, 4pm-5:30pm – Albuquerque, New Mexico
Register here or via email or phone.
Financial Forum workshops are held on the 3rd Monday of every month.
Download the flyer for the upcoming workshop.
Sign up to get monthly notification of these events.
Cole Financial Consulting, LLC - Financial Forum
Behavioral Finance: Making Our Normal Human Foibles Work For Us
Monday, March 19, 2012, 4pm-5:30pm – Albuquerque, New Mexico
Cole Financial Consulting, LLC - Financial Forum
Topic to be announced
Monday, April 16, 2012, 4pm-5:30pm – Albuquerque, New Mexico
Cole Financial Consulting, LLC and Creating Clarity, LLC
It's Your Life! Creating Clarity and Purpose for Your Life and Your Money
Presenters Jen Cole, CFA, MBA and Lainie Grimmer, CPCC, ACC
Saturday, May 5, 2012, 9pm–12:30pm - Santa Fe, New Mexico
Other Financial Forum topics planned for 2012 include:
Preparing for the Unexpected: Insurance and Other Strategies
Retirement Planning: Strategies When Approaching and In Retirement
Planning for the Inevitable: Delegating Decisions, Transferring Assets,
and Reducing Estate Taxes
Exploring Our Habits and Attitudes: "Money Habitudes" for Couples and Singles
Tax Planning Concepts for the Long- and Short-Term
Past Speaking Engagements
Cole Financial Consulting, LLC - Financial Forum
Building a Solid Financial Foundation: A Common Sense Approach to Financial Planning
January 2012
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Defining What's Important: Life Goals, The First Step in Financial Planning
with guest co-presenter Lainie Grimmer, Creating Clarity, LLC
December 2011
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Practical Tax Planning Strategies with guest presenter Meryl Kahn, E.A.
October 2011
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Putting Your Financial House in Order: A Common Sense Approach to Financial Planning
September 2011
– Santa Fe, New Mexico
Women Make a Difference Networking Luncheon
Smart Women Make Smart Choices: Take Control of Your Financial Life
September 2011 - Albuquerque, New Mexico
UNM Continuing Education and the Rio Grande YWCA
Women & Money: A Conference
--Planning for the New Retirement
--Money Habitudes: Exploring Our Habits and Attitudes
August 2011 - Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Understanding Mutual Funds and Exchange-Traded Funds: Knowing What Investments
You Own and Why You Own Them
August 2011
– Albuquerque, New Mexico
National Association of Women Business Owners - NAWBO-NNM
Money Habitudes: Exploring Our Habits and Attitudes
August 2011 - Santa Fe, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Planning for the Inevitable: Delegating Decisions, Transferring Assets,
and Reducing Estate Taxes, with Vickie R. Wilcox, J.D., LL.M
July 2011
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Retirement Planning: Strategies When Approaching and In Retirement
June 2011
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Money, Marriage, and Divorce: Financial Harmony in Good Times and Bad
with Laurie Blazek, CFP®, MBA, CDFA™ (Certified Divorce Financial Analyst)
May 2011
– Albuquerque, New Mexico
CNM's Women's Financial Fitness $ymposium
Money Habitudes: Exploring Our Habits and Attitudes
May 2011
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Health Insurance Options: Choices Preceding and Supplementing Medicare
with Jessica Brand, Medical Insurance Specialist
April 2011
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Money Habitudes: Exploring Our Habits and Attitudes
March 2011
– Albuquerque, New Mexico
Association for Women in Communications, New Mexico Chapter
The Advantages of Hourly, Fee-only Financial Advice (sponsor presentation)
March 2011 – Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Your Investment Portfolio: Taking a Strategic and Systematic Approach
February 2011
– Albuquerque, New Mexico
Cole Financial Consulting, LLC - Women’s Financial Group
Putting Your Financial House in Order: A Common Sense Approach to Financial Planning
January 2011
– Albuquerque, New Mexico
Association for Women in Communications, New Mexico Chapter
Women and Money: Banish the Fear and Take Control (in conjunction with Christine Glidden)
January 2011
– Albuquerque, New Mexico
----2010----
Cole Financial Consulting, LLC - Women’s Financial Group
2010 Albuquerque Workshop Topics:
New Year’s Resolutions and (Financial) Life Planning
Health Care Reform: What It Is and How It Affects Our Financial Plans
with guest presenter Nell Graham Sale, JD
Investing 101: Everything You've Wanted to Know About Investing But Were Afraid to Ask
Practical Tax Planning Strategies: Prepare For and Reduce Your 2010 Tax Liabilities
with guest presenter Kris Houde, Enrolled Agent
Putting Your Financial House in Order: A Common Sense Approach
Behavioral Finance: Avoiding the Urge to Buy High and Sell Low
Retirement Income Planning: Strategies When Approaching and In Retirement
Social Security Maximization Strategies
Money Habitudes: Exploring Our Habits and Attitudes
Long-Term Care
with guest presenter Sharon Miles
Understanding Mutual Funds and Exchange-Traded Funds
Navigating Within Your IRA and 401(k)
University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
November 2010 – Albuquerque, New Mexico
American Business Women's Association - New Mexico Conference
Money Habitudes: Exploring our Habits and Attitudes
July 2010 – Albuquerque, New Mexico
Santa Fe Entrepreneur Seminar Series, Dakin Business Group
Your Business Investment as a Piece of Your Portfolio (panelist)
April 2010 - Santa Fe, New Mexico
Women Make a Difference
Smart Women Make Smart Choices: Take Control of Your Financial Life
April 2010 - Rio Rancho, New Mexico
University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
March 2010 – Albuquerque, New Mexico
----2009----
Cole Financial Consulting, LLC - Women’s Financial Group
2009 Albuquerque Workshop Topics:
New Year’s Resolutions and (Financial) Life Planning
Tax Planning and Roth Conversions (with co-presenter Kris Houde)
Planning for the New Retirement
Money Mindfulness: Habits, Attitudes and Beliefs
Money Mindfulness and Intelligent Investing
American Business Women's Association, La Luz Chapter
Money Habitudes
November 2009 – Albuquerque, New Mexico
University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
September 2009 – Albuquerque, New Mexico
Women Make a Difference Networking Luncheon
The Advantages of Hourly, Fee-only Financial Advice (sponsor presentation)
July 2009 – Albuquerque, New Mexico