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Date/Time
Date(s) - 09/05/2019
6:00 pm - 7:30 pm

Location
Wetherby-Pembridge School

Categories


Please join us on Thursday May 9th, 6 to 7:30pm for an Education Evening on navigating how to speak to children about money. Joanna Dingle and Emily Grace will present strategies to foster a responsible awareness of the value of money and how to explain financial matters to children.
 
“We all agree that the financial education of our children should start early; the sooner we teach children about money, the more effective we’ll be in raising financially successful adults. However, many of us are unsure of how to initiate the conversation,” says Emily.
 
Emily, Joanna, and fellow parents will gather to share ideas and experiences on this important topic:
 
– When is the right time? How early is too early?
– What should you say? How should you say it?
– How do you strike the right balance between emotions, transparency, and reality?”
This event is free but registration is required, please RSVP to info@wetherbypembridge.org.
Light bites and refreshments will be served.

Joanna Dingle is Vice President of Brand and Business Development at Bernstein Private Wealth Management in New York. She is energetic, and passionate about empowering others to become the greatest versions of themselves. Joanna channels this in her role at Bernstein by coaching on personal and corporate branding, on constructing thoughtful marketing strategies, and on maximizing efficiency and effectiveness. Additionally, she manages the marketing and events team for the New York and tristate region.

Prior to joining the firm in 2015 Joanna spent almost eight years at a global business-to-business events and media organization where she ultimately spearheaded the events and communications strategy and client services for the Americas. She has a track record of leading worldwide teams, producing international conferences, and building offices from the ground up (notably in Kuala Lumpur and Miami), as well as collaborating with sales teams and leveraging technology to drive results.

Joanna is originally from the UK and graduated from Cardiff University with a degree in Marine Geography, reflecting her deep interest in oceanography. Today she is an active member of the Manhattan Yacht Club, the New York Road Runners, and will run her seventh full marathon later this year. She works to raise awareness and funds for Parkinson’s research, and is keenly involved in Play Rugby USA and the St. George’s Society of New York.

Emily R. Grace is a Financial Advisor at Bernstein Private Wealth Management, an advocate for financial literacy, avid supporter of family discussions around wealth, a passionate thought leader on retirement security, and a wife, mother, and daughter. She has dedicated her passions and expertise to helping like-minded individuals manage and grow their wealth. Emily focuses on holistic planning, working closely with clients to identify investments that match their beliefs and goals. Her expertise in serving complex clients, coupled with her desire to enable clients to feel secure in their wealth, benefits high-net-worth individuals and families over multi-generations.

Emily joined the firm in 2001. Previously, she worked as a financial consultant for Navigant Consulting. Emily earned a BS, cum laude, in business and management from Skidmore College, where she was a member of the Periclean Honor Society. She sits on the investment committee for the Rippel Foundation, is co-chair of The Brearley School’s Annual Fund, and is a member of Skidmore College’s President’s Council. Past board experience includes the Board of Trustees of Skidmore College, the Board of Directors of the West Side Y, of Brown Ledge Camp, and of Grosvenor Neighborhood House.