5 Things Every Woman Should Know About Investing
Are you aware of the unique financial challenges women face when it comes to investing? The choices you make about working, having a family or responding to life’s curveballs can have a significant impact on your financial future.
Join this presentation to learn more about:
- Your instinctive investor skills
- How life’s priorities can impact your plan
- Why investing for a family can add a layer of complexity
- The financial implications of a longer lifespan
- How partnering with an expert can help you plan for your financial future
Presented by Angelo Cabral, Regional Vice President, Pacific Coast at John Hancock
Angelo Cabral is responsible for sales and relationship development with financial representatives and plan sponsors in the Greater San Francisco area south to Monterey. John Hancock Retirement Plan Services is a major retirement plan provider serving businesses of all sizes, from entrepreneurial companies just starting a plan for the first time to some of the largest organizations in the country that require total retirement outsourcing services.
Angelo has acquired more than 20 years’ experience in the financial services industry. In 2018 he was named one of NAPA’s (National Association of Plan Advisors) “Wingmen,” awarded to the Top 100 Defined Contribution wholesalers, based on their annual survey.
Angelo began his career with Merrill Lynch where he last served as Sales Manager and Financial Advisor specializing in advising high net worth individuals, business owners and corporate retirement plans. He holds FINRA Series 7 and 66 licenses, the Chartered Retirement Plan Counselor (CRPC) designation and CA Lic. # 0D52781.
Prior to joining John Hancock, Angelo was with The Hartford, Retirement Plans Group from 2010 to 2012 as Regional Sales Director. Angelo earned a BA in Public Relations from the University of Louisiana at Lafayette.
Tina M. White is the DCIO (Defined Contribution Investment Only), Senior Retirement Strategist for Franklin Templeton. She has earned several designations throughout her career (AIF, CRPC, CHSA, and the C(k)P. She has been with Franklin Templeton for 13 years Prior to Franklin, she was a Financial Advisor for eight years in addition to owning several Businesses – a grocery store and a trucking company.
Tina resides in Northern California. She has 3 grown children: 28, 26, 24 AND has a 5 month granddaughter – Adelynn Jo. People are her passion!
She enjoys spending all the time she can with her family. In addition she loves exercising, being in the great outdoors and genealogy.