The goal of our 2019 HAVERFORD SPEAKER SERIES for WOMEN® events will be to challenge you to think about your Past, Present and Future. Our impressive slate of speakers will encourage you to think constructively about past decisions, while empowering you to achieve more in your present opportunities and inspire you to prepare for what’s ahead.
Don’t miss this opportunity to learn from experts and rub shoulders with like-minded peers. We hope you will join us.
Friday, March 8
7:30 – 9:30 AM
Museum of the American Revolution
Maxine Cuffe, CFA
Senior Research Analyst
The Haverford Trust Company
Behavioral Finance
Past: What affects our decisions?
Common biases. Irrational investment behaviors. Decision-trap situations. Behavioral finance is the study of the influence of psychology on the behavior of investors and ultimately, the subsequent effect on the markets.
Join us for a thought provoking breakfast where we will examine how we are not always rational, explore the limits to our self-control, and identify ways we are influenced by our own biases.
Thanks to all attendees!
Wednesday, May 8
4:00 – 6:00 PM
Sofitel Philadelphia
Shelley Potente
Executive Vice President, Client Relations
The Leader’s Edge/
Leaders By Design
Working the Room: Networking with P.A.S.S.I.O.N.
Present: How can I make the most of any networking situation?
Shelley Potente knows how to work a room. As a senior executive at Philly-based coaching and leadership development firm The Leader’s Edge/Leaders By Design, Shelley recognizes the value of a robust personal network, offering salient tips for making those strong connections.
P.A.S.S.I.O.N. is what Shelley describes as the most powerful way to work a room, an acronym that easily explains the networking cycle. From prepping for an impactful introduction to auditing your body language, smiling, initiating conversation and offering valuable insights, P.A.S.S.I.O.N. helps break down barriers to effective networking. Join us and hear Shelley’s advice for successful networking.
Thanks to all attendees!
Friday, September 13
12:00 – 2:00 PM
St. Davids Golf Club
Cynthia A. Zickel, ChFC,CFP ®
Vice President & Portfolio Manager
The Haverford Trust Company
What’s My Number?
Future: How can I best plan to save for retirement?
No matter what your age, you should have at least some idea of how much income you’ll need in order to maintain your standard of living once you’re out of the workforce. Arriving at a realistic figure requires you to project how much you’ll need to save before and during retirement, how old you’ll be when you retire, the rate at which you’ll withdraw your savings, and how much income you’ll receive from other resources.
Join us for an informative luncheon that tackles those questions and gain a better perspective and awareness of your own retirement goals.
