46 episodes

After the amazing success of the Empower Women Series (EWS) events led by our President Kristine Porcaro, we are now launching a PodCast dedicated to sharing the knowledge of the amazing guests that make the EWS a reality. You will get to listen the key takeaways of all of our guest speakers in a candid and freeform conversation. We will also have exclusive interviews with other amazing women that have inspired us and continue to do so.

Empower Women Pod - The Encore Lexington Wealth Management

    • Education
    • 5.0 • 3 Ratings

After the amazing success of the Empower Women Series (EWS) events led by our President Kristine Porcaro, we are now launching a PodCast dedicated to sharing the knowledge of the amazing guests that make the EWS a reality. You will get to listen the key takeaways of all of our guest speakers in a candid and freeform conversation. We will also have exclusive interviews with other amazing women that have inspired us and continue to do so.

    EWS-Establishing Year End Philanthropic Goals

    EWS-Establishing Year End Philanthropic Goals

    Thank you to Maggi Alexander for leading our November 9th Empower Women Event, Establishing Year End Philanthropic Goals.  Many donors struggle with being “an inch deep and a mile wide” in their giving and aspire to develop a coherent, strategic plan and a clear sense of the legacy they wish to leave to their communities and families.  However, they may not know how or feel rushed at the end of the year to make quick decisions about donations.  This workshop aimed to help participants better define their goals for philanthropy, uncover their deepest interests and passions, and begin the process of zeroing in on a focus and structure for their giving that provides both meaning and impact.  Participants left the program with renewed sense of purpose and practical tools for getting from here to there.


    Maggi Alexander is a Partner at TPI and directs TPI’s Center for Global Philanthropy. In this role, she supports individuals and families, foundations, and corporations in aligning their philanthropy with their values in ways that are more strategic. An entrepreneurial leader, Maggi has spent over 30 years focused on philanthropy to improve the quality of life for low-income children, families, and communities in the United States and over 30 countries worldwide. She has extensive experience building partnerships and alliances that cut across traditional divides and has worked in the corporate, philanthropic, nonprofit, and public sectors. Maggi’s experience in organizational development spans the early start-up process to achieving scale and sustainability; she is passionate about turning great ideas into reality.


     


    We hope you enjoy this podcast episode


     


    General Disclaimer:


    Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

    • 30 min
    Teaching Our Teens to Swim in Turbulent Waters: so we Don’t Have to be Their Life Preserver

    Teaching Our Teens to Swim in Turbulent Waters: so we Don’t Have to be Their Life Preserver

    We want to thank everyone who attended our October Empower Women event, Teaching Our Teens to Swim in Turbulent Waters: so we Don’t Have to be Their Life Preserver, with Pamela Willsey. The pandemic has been extremely difficult for everyone, but we often forget about the impact it has had on our teens. Dealing with such stressful conditions during some of the most important years of your life can leave a lasting impression. Pamela discussed the importance of connecting with your teens and how you can teach them the tools to help guide them through turbulent waters and learn to be confident and independent.


    Pamela Willsey is the founder of Willsey Connections (WC). She practices as a therapist and life coach for teenaged girls as they become young adult women. Her approach centers around the deeply held belief that success in life requires us to understand ourselves and others. She emphasizes the need to learn the skills necessary to manage our feelings and relationships. WC helps teenage girls develop the tools they need to meet the challenges they will face as they transition from adolescence to independent, self-assured confident women.


     


    We hope you enjoy this podcast episode


     


    General Disclaimer:


    Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

    • 28 min
    EWS - Year End Tax Planning - Mellinda Abbott

    EWS - Year End Tax Planning - Mellinda Abbott

    As we close out our 2019 Empower Women Series, we hosted, Year End Tax Planning, with by Mellinda Abbott, CPA. Mellinda discussed how to get organized for year end, offering tips and advice on how to make your tax preparation as easy as possible.


    Mellinda Abbott is the Owner of Abbott & Company with offices in Lexington and Tewksbury. Mellinda earned her bachelor’s degree in Accounting and her MBA from Bentley University. She is a member of the Massachusetts Society of CPAs and the American Institute of Certified Public Accountants. She serves on multiple non-profit Boards focusing on health, education, and economic development.


    To RSVP or see our future EWS events please visit our website at this link: Empower Women Events


    All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women. 


    Tax Disclaimer:


    HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.


    General Disclaimer:


    Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

    • 21 min
    EWS- Navigating Divorce- How your Financial Advisor Can Help

    EWS- Navigating Divorce- How your Financial Advisor Can Help

    We’d like to thank you for attending our September 14th Empower Women event, Navigating Divorce- How your Financial Advisor Can Help, hosted by Betsy Lavoie, CFA and Susie Panduku, CPA, CFP® of Lexington Wealth Management. Divorce can be both emotionally and financially draining.  Working with a financial advisor can help one stay on track, make the process of pulling together financial information not onerous, and help one in understanding what a particular settlement means for a unique situation.  Betsy and Susie discussed the importance of having a financial advisor to turn to for support as you or someone you care about prepares for a significant life change.


    Elizabeth Lavoie, CFA, has been working closely with wealthy individuals and families for more than 16 years. Prior to joining Lexington Wealth Management, she spent more than nine years as an Investment Officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high-net-worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007.


    In her role as Wealth Advisor, Susie Panduku, CPA, CFP® works with a range of clients, some of which include family office clients. Given her background in tax compliance and planning as it relates to business owners, Susie enjoys the complexities and nuances that make each client relationship different.


     


    To RSVP or see our future EWS events please visit our website at this link: Empower Women Events


    All EWS events are free and occur every second Tuesday of every month at noon. Currently, these events are offered via Zoom. Join us and spread the word. Let's continue empowering women. 


     


    General Disclaimer:


    Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf.  Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult

    • 23 min
    EWS- The Ins and Outs of Medicare with Elaine Miller

    EWS- The Ins and Outs of Medicare with Elaine Miller

    We want to thank you for joining us for our August Empower Women series, The Ins and Outs of Medicare, hosted by Elaine Miller. Elaine talked about Medicare and supplemental health insurance options, what’s covered by Medicare and what’s not, and costs associated with health care covered in retirement. 


    Elaine Miller is Minuteman Senior Services’ Regional SHINE Program Director, where she serves as an internal Medicare/health insurance resource to staff and leads a core of 45 state-certified SHINE counselors.  The MSS SHINE program serves Medicare beneficiaries of all ages in eighteen communities in Middlesex County.  Prior to joining MSS in 2019, Elaine worked at North Shore Elder Services as the Area Agency on Aging Planner and is a state-trained Nursing Home Ombudsman.  Elaine’s career spans 25 years in nonprofit management including serving as national director of legislative affairs for a health-based charitable organization.  


    Elaine’s work with elders began at Elder Services of the Merrimack Valley, Inc. where she managed agency volunteer programs and launched the SHINE program, the Money Management Program, a computer learning program for seniors and an in-home companion program. She is a graduate of Franklin Pierce College.


     


    To RSVP or see our future EWS events please visit our website at this link: Empower Women Events


    All EWS events are free and occur every second Tuesday of every month at noon. Currently, these events are offered via Zoom. Join us and spread the word. Let's continue empowering women. 


     


    General Disclaimer:


    Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf.  Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.

    • 23 min
    EWS - Time, Money & Joy with Kerry Luria

    EWS - Time, Money & Joy with Kerry Luria

    Thank you for attending our July Empower Women event, Time, Money & Joy, hosted by Kerry Luria of Lexington Wealth Management. Living in a world obsessed with consumerism, we are constantly bombarded with “more is better” – but how much do we really need? Kerry discussed a step-by-step process to better navigate day-to-day decisions as well as major crossroads – career, retirement, housing, gifting, etc. She also talked about how to maximize your time and resources to make you happier by focusing attention on discovering what’s truly important to each of us.


    Kerry Luria is the Managing Director of Advisor Services, Kerry uses her 21 years of experience to guide, mentor and support the team of Lexington wealth advisors. In her role, she helps ensure that Lexington’s clients experience a high-touch, personal connection with their advisory team. She oversees all aspects of the practice’s wealth management offerings to provide high-quality, memorable service and relevant deliverables to help secure confidence and trust in Lexington Wealth. She understands that wealth management is not a commodity, it is personal, and so is each client’s relationship with us.


    To RSVP or see our future EWS events please visit our website at this link: Empower Women Events


    All EWS events are free to all the women and occur every second Tuesday of every month at noon in our offices unless specified. Join us and spread the word. Let's continue empowering women. 


    Tax Disclaimer:


    This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.


    General Disclaimer:


    Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf.  Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the clie

    • 29 min

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