January 2018 Newsletter

January 2018 Newsletter

Free Teleclass | Transform Your Workplace with Radical Honesty

Patty McCordTransform Your Workplace with Radical Honesty
Tuesday, February 27, 2018
1:00-1:30 pm

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Resolved: Make Philanthropy Part of Your Estate Planning

Debbie ZateenyBy Debbie Zateeny, Partner, Zateeny Loftus, LLP

Women are well known for their generosity during their lifetimes: They are more likely to give—and to give more—than men in similar situations, according to research by the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy.

Yet many women don’t initially include philanthropy in their estate plans or their retirement income plans. Perhaps our natural instinct as caretakers is to think of our loved ones first. Even so, clients should be asked whether they wish to consider planned giving options (such as charitable remainder trusts and charitable gift annuities), IRA rollovers to charity or specific charitable bequests at death. Read More

Business School Can Help on Your Way to the Top!

Joyce RussellBy Joyce E. A. Russell, Dean, Villanova School of Business

The latest statistics of the Fortune 500 indicated that 32 of 500 CEOs are women. That’s more women running companies than ever before, and here’s another interesting fact: 71 percent of them attended business school, (mostly AACSB accredited). They include: Mary Barra of General Motors, Meg Whitman of Hewlett Packard, Indra Nooyi of PepsiCo and Phebe Novakovic of General Dynamics. This might suggest that getting a business education, particularly an MBA, can prove advantageous for women hoping to rise to leadership ranks in the world’s best companies. Read More

Advice for Women Whose Hearts Are Bigger Than Their Wallets

Becky FawcettAs anyone who has children knows, raising them isn’t cheap. But even before bringing a child home, adoptive parents often drain their bank accounts.

That’s why Becky Fawcett founded HelpUsAdopt.org. “Many go to the financial ends of the earth,” she says. “They cash out retirement accounts, use credit cards, sell houses and move in with relatives.”

To bring her two children home, Fawcett and her husband spent $103,000. But before going the adoption route, they, like most adoptive parents, had tried infertility treatment (undergoing five cycles of IVF and three miscarriages), which their insurance didn’t cover. All in, the couple emptied out their savings and used an inheritance to enlarge their family. Read More

Office Hours: Candid Answers to Your Pressing Career Questions

Two of the most accomplished executives you’ll ever meet, Marian Heard and Margaret McKenna aren’t just founts of business and management wisdom. As female trailblazers who were often the only woman in the room, they are also experts at handling workplace-culture and gender-bias issues. Over the years they’ve shared their experience and advice as mentors to women, and at the most recent Conferences, they fielded questions from attendees in breakout sessions that really got people buzzing.

Margaret McKennaWhat attendees especially appreciated were the candor as well as the humor of Heard, former president and CEO of United Way of Massachusetts Bay and CEO of United Ways of New England, and McKenna, former president of Walmart Foundation and president emeritus of Lesley University.Listen for yourself to the podcasts from Philadelphia, Austin and Boston, or read a sampling of their answers, edited for clarity and brevity, below. Afterward, please submit your burning career questions to [email protected] We’ll be publishing answers from Heard, McKenna and other women leaders in future newsletters. Read More

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