At Woman's Worth®, we specialize in working with women. We understand the emotional and even the physical-health issues that women face when dealing with finances. And we can help. Because ladies, it’s not just about the money! It’s about Total Well Being!
Spend An Intimate Evening with Author, Radio Personality and Founder of Woman’s Worth® Jeannette Bajalia and a Distinguished Panel of Experts: A Complimentary Event at Christner's Prime Steak & Lobster, Orlando.
This informative and uplifting seminar and dinner is hosted by Woman’s Worth®.
For Women, By Women. You will learn about the keys to living a long, healthy life, whether you live to 85, 95 or beyond 100. You’ll learn how to hold on to your WEALTH by holding on to your HEALTH.
Seating is very limited, so reserve your spot today!
Meet Your Speaker and Host: Jeannette Bajalia, Founder of Woman's Worth®
Jeannette has over 40 years of experience as a business professional, and is specialized in ensuring individuals have a retirement plan that allows them to be more emotionally, medically, and financially secure. She is the author of, “Wi$e Up Women! A Guide to Total Fiscal and Physical Well Being,” “Retirement Done Right! Don’t Just Inve$t.....PLAN!” And the newly released book “Planning a Purposeful Life: Secrets of Longevity.” She is also a member of Ed Slott’s Master Elite IRA Advisor network. Jeannette is the radio personality and radio host of the Woman’s Worth® program. She is a founding partner with Growing Bolder of The Financial Institute, powered by Woman’s Worth®.
Meet Your Panel of Experts:
Amy Chapman, MBA, CPA, CFE
Amy is a principal CP at CliftonLarsonAllen in the Orlando office. She has over 17 years of experience providing tax and consulting services to clients of varying sizes. She helps her clients with tax compliance by providing smart advice and service to help them make good financial decisions. Amy serves as one of the Southeast regional leaders of the firm’s nonprofit tax group. She also services certain secondary industries including for-profit entities and individuals.
Maytel Bonham, Estate Planning Attorney
Maytel Bonham owns The Law Office of Sorondo Bonham, a boutique law firm in Lake Nona, Florida. Her firm focuses in three practice areas: Family matters including divorces, paternity, child support, step-parent adoptions and surrogacy issues; estate planning needs including Guardian Advocacy of developmentally disabled children; and personal injury cases. Maytel has represented entities and individuals in state trial as well as appellate courts. She is a member of the Florida Bar Association, as well as the Orange County Bar and Hispanic Bar. She has received the Guardian Ad Litem Pro Bono Attorney of the Year award in Duval County in 1999.
Goretti Garcia, Investment Advisor
Goretti Garcia is the Associate and Investment Advisor of W Woman’s Worth® LLC. She holds the FL 2-15 Insurance License and Series 65 License. Goretti is originally from Spain where she received her degree in Business Administration in 2000. She earned her MBA with an emphasis in International Business at Webster University in Orlando, Florida. She started her business career in the banking industry before accepting a position in commercial property management. There, she worked directly with the owner of a portfolio of real estate, entrepreneur and investor, who mentored her for 10 years and from whom she learned business management. Her excellence in commercial real estate management took her to earning The Outstanding Building of the Year Award for Central Florida in 2012. Her experience in budgeting, portfolio performance analysis and investing have helped her realize her passion for life and financial planning which provoked to transition into retirement planning. She is also a Leadership Winter Park graduate and has served as Co-chair for the Emerging Professionals Team for Building Owners and Managers Association (BOMA) Orlando.
If you are a financial advisor or in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.
Woman’s Worth® reserves the right to withdraw this invitation at any time at its discretion.